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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
FS
Financially Speaking
Colorado
$15.7K $0 1 0.01% Maintained
1802
GWP
Gen-Wealth Partners
Michigan
$15.7K $0 1 0.01% Maintained
1803
NL
NVWM LLC
Pennsylvania
$15.7K $0 1 0% Maintained
1804
MAS
MPWM Advisory Solutions
Georgia
$15.2K +$13.9K 1 0.01% Increased
1805
Chilton Capital Management
Chilton Capital Management
Texas
$14.8K $0 1 0% Maintained
1806
ATC
Adirondack Trust Company
New York
$14.7K +$4.1K 2 0% Increased
1807
ECA
Elevated Capital Advisors
Utah
$14.5K +$15.2K 2 0% New
1808
AWMA
Arbor Wealth Management (Arizona)
Arizona
$13.9K +$13.3K 1 0.01% New
1809
DIP
DT Investment Partners
Pennsylvania
$13.9K $0 1 0% Maintained
1810
RWM
Raffa Wealth Management
District of Columbia
$13.7K +$1.92K 3 0% Increased
1811
WB
Webster Bank
Connecticut
$13.6K +$8.04K 2 0% Increased
1812
CB
CNB Bank
Pennsylvania
$13.1K $0 1 0.01% Maintained
1813
HWP
Highline Wealth Partners
California
$13.1K +$947 3 0% Increased
1814
FF
Finley Financial
Nevada
$12.9K +$3.23K 1 0.01% Increased
1815
GWSA
Global Wealth Strategies & Associates
Colorado
$12.6K $0 1 0% Maintained
1816
UFPG
United Financial Planning Group
New York
$12K +$11.6K 1 0.01% New
1817
TFGT
TS Financial Group (TSFG)
Illinois
$12K $0 1 0% Maintained
1818
DE
DV Equities
Illinois
$11.9K +$11.4K 1 0% New
1819
OWP
ORG Wealth Partners
Texas
$11.8K +$12.5K 1 0% Increased
1820
SVCP
Silicon Valley Capital Partners
California
$11.8K $0 1 0% Maintained
1821
CH
Cromwell Holdings
Wyoming
$10.2K $0 3 0.01% Maintained
1822
GIA
GHP Investment Advisors
Colorado
$10.2K $0 2 0% Maintained
1823
PG
Proffitt & Goodson
Tennessee
$10.2K +$9.89K 1 0% New
1824
WAS
Winch Advisory Services
Wisconsin
$10K $0 1 0% Maintained
1825
PJC
Phillip James Consulting
Minnesota
$10K +$11K 1 0.18% New