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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
1576
CWM
Copia Wealth Management
Oregon
$1.54K +$1.3K 1 0% New
1577
MWA
Miller Wealth Advisors
Colorado
$1.54K +$1.3K 1 0% New
1578
BHWM
Beaird Harris Wealth Management
Texas
$1.51K $0 1 0% Maintained
1579
VWA
Valued Wealth Advisors
Utah
$1.48K -$399 1 0% Reduced
1580
PWA
Principia Wealth Advisory
Texas
$1.43K +$1.21K 1 0% New
1581
RTC
Riverview Trust Company
Washington
$1.31K +$364 2 0% Increased
1582
NMG
New Millennium Group
Utah
$1.2K +$1.54K 1 0% New
1583
FRA
Front Row Advisors
California
$1.04K $0 1 0% Maintained
1584
WPA
West Paces Advisors
Georgia
$1.04K +$976 1 0% Increased
1585
PA
Pineridge Advisors
Missouri
$1.01K +$834 2 0% Increased
1586
PWM
Parkworth Wealth Management
California
$1K +$952 4 0% New
1587
CA
Centerpoint Advisors
Massachusetts
$1K $0 2 0% Maintained
1588
POIA
Pin Oak Investment Advisors
Texas
$1K $0 1 0% Maintained
1589
RBC
Roble Belko & Company
Pennsylvania
$1K +$1.11K 2 0% New
1590
TFA
Transamerica Financial Advisors
Florida
$1K $0 1 0% Maintained
1591
SC
Swan Capital
Florida
$994 $0 2 0% Maintained
1592
GIA
GHP Investment Advisors
Colorado
$975 $0 1 0% Maintained
1593
SO
Sierra Ocean
California
$953 +$1.22K 1 0% New
1594
FFA
Frazier Financial Advisors
Ohio
$891 +$390 1 0% Increased
1595
PWS
Peterson Wealth Services
Utah
$832 +$701 1 0% New
1596
KFI
Key Financial Inc
Pennsylvania
$810 $0 2 0% Maintained
1597
CIM
Contravisory Investment Management
Massachusetts
$792 -$15.5K 1 0% Reduced
1598
WFA
West Financial Advisors
Iowa
$755 $0 1 0% Maintained
1599
RAM
Riggs Asset Management
Pennsylvania
$685 +$93 2 0% Increased
1600
KB
Kimelman & Baird
New York
$570 $0 1 0% Maintained