← All themes Digital Payments & Fintech

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
1701	HCM Hollencrest Capital Management Newport Beach, California	$26.6K	-$59.6K	2	0%	Reduced
1702	PMFA Plante Moran Financial Advisors Southfield, Michigan	$25.6K	+$2.44K	5	0%	Increased
1703	IPS Investors Portfolio Services Puyallup, Washington	$25.2K	-$148	3	0.02%	Reduced
1704	TM Torren Management San Diego, California	$24.7K	$0	6	0.01%	Maintained
1705	ACA American Capital Advisory Ketchum, Idaho	$24.6K	+$695	2	0.01%	Increased
1706	SWP Strategic Wealth Partners Independence, Ohio	$23.9K	+$6.84K	3	0%	Increased
1707	GSWM Golden State Wealth Management Santa Ana, California	$22.7K	-$4.55K	3	0%	Reduced
1708	DF Downshift Financial Boulder, Colorado	$22.6K	+$22K	2	0.01%	New
1709	HWM HighMark Wealth Management St. Paul, Minnesota	$22.3K	-$5.08K	1	0.01%	Reduced
1710	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$21K	$0	1	0.01%	Maintained
1711	HM Payson & Co Portland, Maine	$20.7K	-$11.6K	3	0%	Reduced
1712	PWM Proathlete Wealth Management Boca Raton, Florida	$20.5K	$0	1	0.01%	Maintained
1713	PWA Physician Wealth Advisors Midvale, Utah	$20.3K	-$36.4K	8	0%	Reduced
1714	GPFA Game Plan Financial Advisors Westlake, Ohio	$20.2K	+$1.69K	1	0.01%	Increased
1715	SN Sittner & Nelson Eugene, Oregon	$19.8K	$0	2	0.01%	Maintained
1716	AT Arlington Trust Birmingham, Alabama	$18.8K	$0	1	0%	Maintained
1717	TIM Thompson Investment Management Madison, Wisconsin	$18.4K	+$17.4K	1	0%	New
1718	S Sachetta Lynnfield, Massachusetts	$18.2K	+$9.86K	2	0.01%	Increased
1719	BONH Bank of New Hampshire Laconia, New Hampshire	$17.9K	$0	1	0%	Maintained
1720	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$17.9K	$0	1	0.01%	Maintained
1721	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$17.8K	$0	1	0.01%	Maintained
1722	VWA Valued Wealth Advisors Holladay, Utah	$17.5K	+$10.1K	4	0.01%	Increased
1723	EL EWA LLC Pittsbugh, Pennsylvania	$17.3K	-$128	1	0%	Reduced
1724	VWM Valley Wealth Managers Paramus, New Jersey	$17.3K	$0	1	0%	Maintained
1725	CA Continuum Advisory Eagle, Idaho	$16.3K	+$15.6K	4	0%	New