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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
1776
DPW
DiNuzzo Private Wealth
Pennsylvania
$7.83K -$1.64M 4 0% Reduced
1777
HFS
Hughes Financial Services
Virginia
$7.56K +$1.04K 8 0% Increased
1778
BSB
Bangor Savings Bank
Maine
$7.26K +$85 1 0% Increased
1779
PWMG
Private Wealth Management Group
New Jersey
$7.08K $0 3 0% Maintained
1780
POIA
Pin Oak Investment Advisors
Texas
$7K $0 2 0% Maintained
1781
FWA
Flagship Wealth Advisors
Massachusetts
$6.98K +$5.41K 1 0% New
1782
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$6.97K -$954 1 0% Reduced
1783
PWA
Principia Wealth Advisory
Texas
$6.93K +$449 2 0% Increased
1784
PP
PFS Partners
New Jersey
$6.92K $0 1 0% Maintained
1785
BHWM
Bay Harbor Wealth Management
Maryland
$6.69K +$1.92K 4 0% Increased
1786
Altshuler Shaham
Altshuler Shaham
Israel
$6.68K +$6.74K 1 0% New
1787
MB
MidFirst Bank
Oklahoma
$6.68K $0 1 0% Maintained
1788
AP
Atwood & Palmer
Missouri
$6.54K +$424 2 0% Increased
1789
CT
Colonial Trust
South Carolina
$6.38K +$87 2 0% Increased
1790
PUI
Purpose Unlimited Inc
$6.24K +$5.68K 1 0% New
1791
BHWM
Beaird Harris Wealth Management
Texas
$6.17K +$3.04K 3 0% Increased
1792
MWA
Medallion Wealth Advisors
Connecticut
$6.12K -$76.2K 2 0% Reduced
1793
MSG
Main Street Group
Virginia
$6.05K -$813 2 0% Reduced
1794
VL
Vima LLC
Michigan
$5.97K +$5.64K 1 0.01% New
1795
HIA
HFM Investment Advisors
New Jersey
$5.81K +$2.98K 4 0% Increased
1796
LC
Luminist Capital
Michigan
$5.74K +$5.42K 1 0.01% New
1797
PPC
Park Place Capital
Alabama
$5.61K $0 1 0% Maintained
1798
RWS
Retirement Wealth Solutions
Wisconsin
$5.44K +$593 2 0% Increased
1799
CFM
Cornerstone Financial Management
Massachusetts
$5.42K -$1.31K 5 0% Reduced
1800
KFA
Kelleher Financial Advisors
New York
$5.38K +$5.08K 1 0% New