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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
VR
Vision Retirement
New Jersey
$66.5K +$69.9K 2 0.02% New
1702
DV Trading
DV Trading
Illinois
$65.2K +$61.3K 5 0% New
1703
BCM
Blume Capital Management
California
$65.1K +$4.39K 2 0.01% Increased
1704
AWM
Activest Wealth Management
Florida
$64.4K -$38.1K 1 0.01% Reduced
1705
FCT
First Community Trust
Iowa
$63.9K -$52.6K 1 0.05% Reduced
1706
AAG
Armstrong Advisory Group
Massachusetts
$63.9K $0 3 0% Maintained
1707
HNB
Hilltop National Bank
Wyoming
$63.7K +$12.7K 1 0.02% Increased
1708
NEWAS
N.E.W. Advisory Services
Wisconsin
$62.8K +$3.34K 1 0% Increased
1709
BWM
Bullock Wealth Management
Indiana
$61.6K $0 1 0.03% Maintained
1710
VSQM
V-Square Quantitative Management
Illinois
$61.6K +$65.5K 1 0.01% New
1711
IWP
IAG Wealth Partners
Wisconsin
$60.5K -$5.22K 1 0.01% Reduced
1712
RWM
RMG Wealth Management
Wisconsin
$60.4K +$123K 1 0.01% New
1713
DMBA
Deseret Mutual Benefit Administrators
Utah
$60.4K +$989 1 0.03% Increased
1714
TFG
Team Financial Group
California
$59.6K -$2.02K 1 0.03% Reduced
1715
AWM
Ariadne Wealth Management
California
$57.1K -$4.43K 1 0.02% Reduced
1716
OP
ORG Partners
Indiana
$57K +$9.3K 3 0.01% Increased
1717
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$57K $0 2 0% Maintained
1718
Alphadyne Asset Management
Alphadyne Asset Management
New York
$56.9K +$55.9K 2 0% New
1719
CNBT
Cornerstone National Bank & Trust
Illinois
$55.3K +$2.64K 2 0.02% Increased
1720
VWA
VSM Wealth Advisory
Maryland
$55.2K $0 1 0.02% Maintained
1721
CFD
Creative Financial Designs
Indiana
$52.7K -$1.37K 3 0% Reduced
1722
PWA
Provenance Wealth Advisors
Florida
$52.4K $0 1 0.01% Maintained
1723
CAL
Capital Advisors Ltd
Ohio
$51K +$56 3 0.01% Increased
1724
SIS
Sound Income Strategies
Florida
$50.4K +$29.3K 6 0% Increased
1725
PSB
Piscataqua Savings Bank
New Hampshire
$50.2K $0 1 0.04% Maintained