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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
1701
FDW
Fourth Dimension Wealth
Ohio
$6.61K $0 1 0% Maintained
1702
ACA
American Capital Advisory
Idaho
$6.27K +$381 2 0% Increased
1703
CFG
Clayton Financial Group
Missouri
$6.01K +$6.19K 1 0% New
1704
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$5.96K +$6.09K 1 0% New
1705
JSAM
J. Safra Asset Management
New York
$5.81K +$5.22K 1 0% New
1706
BWM
Bernard Wealth Management
Michigan
$5.28K $0 1 0% Maintained
1707
CA
Crewe Advisors
Utah
$5.28K -$902 1 0% Reduced
1708
WB
Webster Bank
Connecticut
$5.28K +$4.75K 1 0% New
1709
PAI
Pittenger & Anderson Inc
Nebraska
$5.02K +$4.51K 1 0% New
1710
CMP
Coston McIsaac & Partners
Maine
$5K +$403 2 0% Increased
1711
OAJ
Ogorek Anthony Joseph
New York
$5K $0 1 0% Maintained
1712
FNWA
Financial Network Wealth Advisors
Utah
$4.99K $0 2 0.01% Maintained
1713
WA
Westfuller Advisors
New York
$4.78K +$4.5K 2 0% New
1714
IWM
IMG Wealth Management
Florida
$4.65K +$1.12K 2 0% Increased
1715
HNW
High Note Wealth
Minnesota
$4.61K -$77 3 0% Reduced
1716
PWA
Principia Wealth Advisory
Texas
$4.28K +$317 2 0% Increased
1717
Thrive Capital Management (New York)
Thrive Capital Management (New York)
New York
$4.23K +$3.68K 1 0% New
1718
BHWM
Beaird Harris Wealth Management
Texas
$4.16K +$401 1 0% Increased
1719
IA
IFS Advisors
Kansas
$3.92K $0 1 0% Maintained
1720
KG
Kilter Group
New York
$3.84K +$137 2 0% Increased
1721
BGAI
Bruce G. Allen Investments
Colorado
$3.79K $0 2 0% Maintained
1722
WWA
Wealth Watch Advisors
Colorado
$3.78K +$3.29K 1 0% New
1723
HWA
Heartwood Wealth Advisors
Virginia
$3.73K +$3.35K 1 0% New
1724
GGI
Godsey & Gibb Inc
Virginia
$3.6K $0 1 0% Maintained
1725
BFS
Burkett Financial Services
South Carolina
$3.55K $0 1 0% Maintained