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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
CHC
City Holding Co
West Virginia
$8.56K $0 1 0% Maintained
1577
WAS
Winch Advisory Services
Wisconsin
$8.23K $0 1 0% Maintained
1578
MCM
Manchester Capital Management
Vermont
$8.2K +$873 2 0% Increased
1579
TFGT
TS Financial Group (TSFG)
Illinois
$8K $0 1 0% Maintained
1580
HWP
Highline Wealth Partners
California
$7.96K +$480 3 0% Increased
1581
BFS
Bare Financial Services
Pennsylvania
$7.88K +$4.21K 2 0% Increased
1582
FF
Finley Financial
Nevada
$7.82K $0 1 0% Maintained
1583
CYG
Clean Yield Group
Vermont
$7.79K $0 1 0% Maintained
1584
CCC
Chelsea Counsel Company
California
$7.6K $0 1 0% Maintained
1585
WOC
West Oak Capital
California
$7.5K -$1.5K 1 0% Reduced
1586
ATC
Adirondack Trust Company
New York
$7.28K +$5.28K 1 0% New
1587
PWMG
Private Wealth Management Group
New Jersey
$7.27K $0 3 0% Maintained
1588
DPW
DiNuzzo Private Wealth
Pennsylvania
$7.17K -$173 4 0% Reduced
1589
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$6.76K $0 1 0% Maintained
1590
RWM
Raffa Wealth Management
District of Columbia
$6.74K $0 2 0% Maintained
1591
RF
Rossby Financial
Florida
$6.54K +$901 2 0% Increased
1592
HM Payson & Co
HM Payson & Co
Maine
$6.38K +$208 2 0% Increased
1593
MSG
Main Street Group
Virginia
$6K $0 2 0% Maintained
1594
RTL
Red Tortoise LLC
Georgia
$5.97K $0 1 0% Maintained
1595
ANBT
American National Bank & Trust
Texas
$5.46K +$3.96K 1 0% New
1596
HWA
HHM Wealth Advisors
Tennessee
$5.46K +$3.96K 1 0% New
1597
BFP
Briaud Financial Planning
Texas
$5K +$5.2K 1 0% New
1598
OAJ
Ogorek Anthony Joseph
New York
$5K -$2.25K 1 0% Reduced
1599
VWM
Vermillion Wealth Management
Minnesota
$4.75K $0 1 0% Maintained
1600
CW
Curio Wealth
Maryland
$4.74K +$3.42K 1 0% Increased