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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
T
TOBAM
France
$20K -$10.5K 1 0.01% Reduced
1702
PMFA
Plante Moran Financial Advisors
Michigan
$19.5K $0 1 0% Maintained
1703
NSIM
North Star Investment Management
Illinois
$19.4K +$3.39K 3 0% Increased
1704
HBW
Hazlett, Burt & Watson
West Virginia
$19K $0 1 0.01% Maintained
1705
IAS
IMA Advisory Services
Colorado
$18.8K +$299 4 0% Increased
1706
PWM
Proathlete Wealth Management
Florida
$18.7K $0 1 0.01% Maintained
1707
RIAS
Rachor Investment Advisory Services
Michigan
$17.6K +$1.34K 1 0.01% Increased
1708
BCM
Boreal Capital Management
Florida
$17.5K +$10.5K 1 0.01% Increased
1709
TM
Torren Management
California
$17.3K -$68.5K 6 0.01% Reduced
1710
First Command Advisory Services
First Command Advisory Services
Texas
$17.3K +$5.78K 4 0% Increased
1711
BFS
Bare Financial Services
Pennsylvania
$17.1K +$3.21K 8 0% Increased
1712
QL
Quarry LP
New York
$17.1K -$242K 4 0% Reduced
1713
WPA
Wealth Preservation Advisors
Tennessee
$16.7K +$17K 3 0.01% Increased
1714
CSPIA
Cary Street Partners Investment Advisory
Virginia
$16.3K -$44.4K 2 0% Reduced
1715
GPFA
Game Plan Financial Advisors
Ohio
$16.3K -$949 1 0.01% Reduced
1716
AT
Arlington Trust
Alabama
$16.1K $0 1 0% Maintained
1717
HIW
Holos Integrated Wealth
Pennsylvania
$16.1K +$21.1K 1 0.01% New
1718
BONH
Bank of New Hampshire
New Hampshire
$15.9K -$67.5K 1 0% Reduced
1719
CFP
Comprehensive Financial Planning
Pennsylvania
$15.9K $0 1 0.01% Maintained
1720
SWP
Strategic Wealth Partners
Ohio
$15.6K -$688 2 0% Reduced
1721
VWM
Valley Wealth Managers
New Jersey
$15.3K -$3.82K 1 0% Reduced
1722
RP
Raelipskie Partnership
Ontario, Canada
$14.4K $0 1 0.01% Maintained
1723
SWIM
Smallwood Wealth Investment Management
New Jersey
$14.4K +$84 1 0.01% Increased
1724
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$14K $0 1 0% Maintained
1725
GGI
Godsey & Gibb Inc
Virginia
$13.7K $0 2 0% Maintained