← All themes Digital Payments & Fintech

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	LGWM Litman Gregory Wealth Management Larkspur, California	$22.6K	+$20.6K	1	0%	New
1777	PMFA Plante Moran Financial Advisors Southfield, Michigan	$22.5K	$0	1	0%	Maintained
1778	Farmers & Merchants Investments Inc Lincoln, Nebraska	$22K	-$6.61K	4	0%	Reduced
1779	SWP Strategic Wealth Partners Independence, Ohio	$21.6K	-$40.2K	3	0%	Reduced
1780	GGI Godsey & Gibb Inc Richmond, Virginia	$21.6K	+$19.5K	2	0%	Increased
1781	SR Swiss Re Zurich, Switzerland	$20.9K	+$22.3K	1	0%	New
1782	Bank Julius Baer & Co Zurich, Switzerland	$20.9K	-$28	1	0%	Reduced
1783	TC Truvestments Capital Sarasota, Florida	$20.9K	+$10.3K	2	0%	Increased
1784	KFI Key Financial Inc West Chester, Pennsylvania	$20.6K	+$18.1K	3	0%	Increased
1785	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$20.4K	$0	1	0.01%	Maintained
1786	AT Arlington Trust Birmingham, Alabama	$20.3K	-$181K	1	0%	Reduced
1787	APW Atlantic Private Wealth Chapel Hill, North Carolina	$19.9K	+$21.1K	2	0.01%	New
1788	First Command Advisory Services Fort Worth, Texas	$19.5K	+$2.27K	2	0%	Increased
1789	RIAS Rachor Investment Advisory Services Linden, Michigan	$19.1K	+$18.3K	1	0.01%	New
1790	CWP Clark Wealth Partners O'fallon, Illinois	$18.7K	$0	1	0.01%	Maintained
1791	DI DAGCO Inc Westlake, Ohio	$17.8K	$0	1	0%	Maintained
1792	CT Clearstead Trust Portland, Maine	$17.8K	-$4.14K	3	0%	Reduced
1793	HM Payson & Co Portland, Maine	$17.5K	-$1.58K	3	0%	Reduced
1794	RP Raelipskie Partnership Waterloo, Ontario, Canada	$16.7K	$0	1	0.01%	Maintained
1795	ECM Estabrook Capital Management New York	$16.5K	$0	1	0%	Maintained
1796	Wilmington Savings Fund Society Wilmington, Delaware	$16.3K	+$15.6K	1	0%	New
1797	Hillsdale Investment Management Toronto, Ontario, Canada	$16.1K	+$7.77K	2	0%	Increased
1798	ANBT American National Bank & Trust Wichita Falls, Texas	$15.8K	$0	1	0%	Maintained
1799	BFS Bare Financial Services Gap, Pennsylvania	$15.7K	+$4.59K	6	0%	Increased
1800	BCM Boreal Capital Management Miami, Florida	$15.7K	+$16.7K	1	0.01%	New