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Neobanks

Neobanks run current accounts and cards from an app with no branch network, which lowers the cost of serving each customer. They compete on fees and on how fast an account can be opened rather than on physical presence.

25 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1551
SIS
Sound Income Strategies
Florida
$16.4K +$4.73K 2 0% Increased
1552
CWM
CarsonAllaria Wealth Management
Illinois
$15.8K $0 1 0.01% Maintained
1553
SA
Scarborough Advisors
Maryland
$15.5K +$11.6K 3 0% New
1554
LFA
LGT Financial Advisors
Texas
$15K +$13.1K 2 0.04% New
1555
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$14.6K +$26 1 0% Increased
1556
OIA
Optimum Investment Advisors
Illinois
$14.4K -$5.28K 2 0.01% Reduced
1557
AWM
Activest Wealth Management
Florida
$14.2K -$3.22K 2 0% Reduced
1558
RWM
Rialto Wealth Management
New York
$14.1K +$7.87K 4 0% Increased
1559
CPG
Cornerstone Planning Group
New Jersey
$13.9K -$7.99K 4 0% Reduced
1560
RP
Raelipskie Partnership
Ontario, Canada
$13.7K $0 1 0.01% Maintained
1561
ACM
Accent Capital Management
Ohio
$13.4K +$9.06K 1 0.01% Increased
1562
CT
Colonial Trust
South Carolina
$13.2K +$448 4 0% Increased
1563
GWP
Gen-Wealth Partners
Michigan
$12.4K +$1.07K 1 0% Increased
1564
TIM
Total Investment Management
Arizona
$12.1K +$10.7K 2 0% New
1565
DIP
DT Investment Partners
Pennsylvania
$11.9K $0 1 0% Maintained
1566
ECM
Estabrook Capital Management
New York
$11.5K $0 1 0% Maintained
1567
CT
Clearstead Trust
Maine
$11.2K -$7.47K 5 0% Reduced
1568
FS
Financially Speaking
Colorado
$10.9K +$7.91K 1 0.01% New
1569
NL
NVWM LLC
Pennsylvania
$10.9K $0 1 0% Maintained
1570
CSPIA
Cary Street Partners Investment Advisory
Virginia
$10.9K +$171 1 0.01% Increased
1571
NCM
Northwest Capital Management
Oregon
$10.7K $0 1 0.01% Maintained
1572
ME
McIlrath & Eck
Washington
$10.4K -$928 2 0% Reduced
1573
GWSA
Global Wealth Strategies & Associates
Colorado
$10.3K $0 1 0% Maintained
1574
CH
Cromwell Holdings
Wyoming
$10K +$5.04K 3 0.01% Increased
1575
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$9.39K +$5.52K 1 0% New