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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
1751
GFWA
Grey Fox Wealth Advisors
Delaware
$1.32K +$1.19K 1 0% New
1752
WFA
West Financial Advisors
Iowa
$1.29K $0 1 0% Maintained
1753
JFA
JNBA Financial Advisors
Minnesota
$1.22K +$1.09K 1 0% New
1754
GAG
Goodman Advisory Group
Massachusetts
$1.2K +$1.05K 1 0% New
1755
DWM
Dogwood Wealth Management
Kansas
$1.2K +$1.11K 2 0% New
1756
TCM
TD Capital Management
Tennessee
$1.08K $0 1 0% Maintained
1757
SVWA
Sarver Vrooman Wealth Advisors
Missouri
$1.06K $0 1 0% Maintained
1758
CA
Centerpoint Advisors
Massachusetts
$1K $0 1 0% Maintained
1759
CWP
Concord Wealth Partners
Virginia
$951 $0 1 0% Maintained
1760
KB
Kimelman & Baird
New York
$881 $0 1 0% Maintained
1761
SA
Seneschal Advisors
Washington
$776 +$741 2 0% New
1762
BSC
Brown Shipley & Co
United Kingdom
$687 $0 1 0% Maintained
1763
PAM
Palisade Asset Management
Minnesota
$667 +$681 1 0% New
1764
AWM
Accredited Wealth Management
Kentucky
$661 +$95 1 0% New
1765
BIM
Breakwater Investment Management
Washington
$635 +$570 1 0% New
1766
CFO
CVA Family Office
Colorado
$608 +$546 1 0% New
1767
SHIM
Stone House Investment Management
Pennsylvania
$608 $0 1 0% Maintained
1768
WPA
Wealth Preservation Advisors
Tennessee
$560 +$488 1 0% New
1769
EAM
Eukles Asset Management
Ohio
$555 $0 1 0% Maintained
1770
PWAM
Private Wealth Asset Management
Iowa
$477 -$19.7K 2 0% Reduced
1771
IW
Imprint Wealth
South Carolina
$448 +$391 1 0% New
1772
EWP
Elevation Wealth Partners
California
$432 +$441 1 0% New
1773
FFA
Frazier Financial Advisors
Ohio
$423 -$261 1 0% Reduced
1774
DFC
DB Fitzpatrick & Co
Idaho
$403 +$568 1 0% New
1775
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$379 +$127 2 0% Increased