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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
1801
HWA
HHM Wealth Advisors
Tennessee
$5.36K $0 1 0% Maintained
1802
RDFA
Ritter Daniher Financial Advisory
Ohio
$5.33K $0 2 0% Maintained
1803
CWA
Carolina Wealth Advisors
South Carolina
$5.22K $0 1 0% Maintained
1804
AIM
Axiom Investment Management
New York
$5.15K $0 1 0% Maintained
1805
BCV
Banque Cantonale Vaudoise
Switzerland
$5.02K +$89.7K 2 0% Increased
1806
HNW
High Note Wealth
Minnesota
$5K $0 2 0% Maintained
1807
CMP
Coston McIsaac & Partners
Maine
$5K $0 2 0% Maintained
1808
VWM
Vermillion Wealth Management
Minnesota
$4.88K +$2.96K 1 0% Increased
1809
SC
Swan Capital
Florida
$4.84K +$3.39K 3 0% Increased
1810
ADL
Asset Dedication LLC
California
$4.76K +$4.81K 2 0% New
1811
WA
Whipplewood Advisors
Colorado
$4.72K -$67K 2 0% Reduced
1812
SJIM
St. Johns Investment Management
Florida
$4.61K $0 1 0% Maintained
1813
WETS
Wealth Enhancement Trust Services
South Dakota
$4.6K +$454 4 0% Increased
1814
RC
Rexford Capital
Texas
$4.6K $0 1 0% Maintained
1815
IA
IFS Advisors
Kansas
$4.59K $0 1 0% Maintained
1816
B
Bayban
Minnesota
$4.48K $0 1 0% Maintained
1817
FDW
Fourth Dimension Wealth
Ohio
$4.48K $0 1 0% Maintained
1818
KG
Kilter Group
New York
$4.26K -$965 3 0% Reduced
1819
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K $0 1 0% Maintained
1820
AFC
Ares Financial Consulting
California
$3.99K -$3.55K 2 0% Reduced
1821
TC
Truvestments Capital
Florida
$3.84K -$64K 3 0% Reduced
1822
PCA
Providence Capital Advisors
North Carolina
$3.84K +$3.63K 1 0% New
1823
WA
Westfuller Advisors
New York
$3.63K $0 2 0% Maintained
1824
BWM
Bernard Wealth Management
Michigan
$3.59K $0 1 0% Maintained
1825
NWMP
Noble Wealth Management PBC
Colorado
$3.59K $0 1 0% Maintained