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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
1726
HIA
HFM Investment Advisors
New Jersey
$3.45K +$777 4 0% Increased
1727
KFI
Key Financial Inc
Pennsylvania
$3.42K $0 3 0% Maintained
1728
FWM
FSA Wealth Management
Massachusetts
$3.33K +$2.97K 1 0% Increased
1729
ACM
Anfield Capital Management
California
$3.3K $0 1 0% Maintained
1730
RDFA
Ritter Daniher Financial Advisory
Ohio
$3.2K $0 1 0% Maintained
1731
MAM
Marquette Asset Management
Minnesota
$3.17K +$2.85K 1 0% New
1732
PB
Pinnacle Bancorp
Nebraska
$3.06K -$1.04K 1 0% Reduced
1733
IWM
Inlight Wealth Management
Georgia
$2.85K $0 1 0% Maintained
1734
BHWM
Bay Harbor Wealth Management
Maryland
$2.79K +$753 4 0% Increased
1735
ADL
Asset Dedication LLC
California
$2.64K $0 1 0% Maintained
1736
MWA
Miller Wealth Advisors
Colorado
$2.64K $0 1 0% Maintained
1737
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.61K +$2.46K 2 0% New
1738
VWA
Valued Wealth Advisors
Utah
$2.44K +$40 1 0% Increased
1739
CFS
Compass Financial Services
Iowa
$2.39K +$2.59K 1 0% New
1740
DFA
DHJJ Financial Advisors
Illinois
$2.3K -$401 1 0% Reduced
1741
SC
Swan Capital
Florida
$2.15K +$925 3 0% Increased
1742
MAS
MPWM Advisory Solutions
Georgia
$2.11K $0 1 0% Maintained
1743
TPBG
Turning Point Benefit Group
Maryland
$2.01K +$2.08K 2 0% New
1744
RBC
Roble Belko & Company
Pennsylvania
$2K +$206 2 0% Increased
1745
CMA
Cedar Mountain Advisors
Oregon
$1.95K +$1.81K 1 0% New
1746
MCA
Midwest Capital Advisors
Michigan
$1.68K +$1.43K 1 0% New
1747
Country Trust Bank
Country Trust Bank
Illinois
$1.6K $0 1 0% Maintained
1748
SC
Stephens Consulting
Michigan
$1.6K +$36 1 0% Increased
1749
DF
DecisionPoint Financial
Arizona
$1.51K $0 3 0% Maintained
1750
FC
Financial Consulate
Maryland
$1.41K +$1.33K 2 0% New