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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
1651
Mather Group
Mather Group
Illinois
$59K $0 3 0% Maintained
1652
WSWA
Warren Street Wealth Advisors
California
$58.9K +$72.9K 1 0.01% New
1653
WCM
Winthrop Capital Management
Indiana
$57K +$415 3 0.01% Increased
1654
QWM
Quaker Wealth Management
New Jersey
$56.4K -$299 3 0.02% Reduced
1655
AAG
Armstrong Advisory Group
Massachusetts
$55.2K $0 2 0% Maintained
1656
GBT
Grove Bank & Trust
Florida
$52.7K +$7.07K 3 0.01% Increased
1657
CFO
CVA Family Office
Colorado
$52K +$112 5 0% Increased
1658
SGFG
Silver Grove Financial Group
New York
$51.3K +$50.7K 11 0.03% New
1659
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$51K -$93.4K 5 0% Reduced
1660
Index Fund Advisors
Index Fund Advisors
California
$50.8K +$49.7K 1 0% New
1661
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$49.3K -$678K 1 0% Reduced
1662
PSB
Piscataqua Savings Bank
New Hampshire
$46.8K +$6.74K 1 0.03% Increased
1663
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$45K $0 2 0% Maintained
1664
VSQM
V-Square Quantitative Management
Illinois
$44.7K +$19.2K 2 0% Increased
1665
B
Bellecapital
Switzerland
$44.1K +$41.7K 1 0.01% New
1666
VWA
VSM Wealth Advisory
Maryland
$44.1K $0 1 0.01% Maintained
1667
TCOV
Trust Company of Vermont
Vermont
$43.4K +$41K 3 0% New
1668
FA
Financial Avengers
California
$43.3K -$25.5K 2 0.02% Reduced
1669
TD Private Client Wealth
TD Private Client Wealth
New York
$42.2K -$4.68K 4 0% Reduced
1670
CFM
Compass Financial Management
Florida
$41K +$38.8K 2 0% New
1671
IFG Advisory
IFG Advisory
Georgia
$40.5K +$38.3K 1 0% New
1672
HIA
Harbor Investment Advisory
Maryland
$40.4K +$16.4K 2 0% Increased
1673
CMA
Cedar Mountain Advisors
Oregon
$40K -$606 3 0.01% Reduced
1674
JWM
JPL Wealth Management
Colorado
$39.6K +$4.53K 7 0.01% Increased
1675
SWM
SHP Wealth Management
Massachusetts
$39.5K +$7.88K 5 0% Increased