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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
1826
MIM
Marshall Investment Management
Colorado
$3.58K +$3.38K 1 0% New
1827
BFS
Burkett Financial Services
South Carolina
$3.57K $0 1 0% Maintained
1828
FNWA
Financial Network Wealth Advisors
Utah
$3.38K -$1.44K 1 0% Reduced
1829
T2I
Turim 21 Investimentos
Brazil
$3.19K $0 1 0% Maintained
1830
BGAI
Bruce G. Allen Investments
Colorado
$3.09K -$339 2 0% Reduced
1831
WPA
West Paces Advisors
Georgia
$3.02K +$3.04K 2 0% New
1832
OAJ
Ogorek Anthony Joseph
New York
$3K $0 1 0% Maintained
1833
CIA
Cape Investment Advisory
Georgia
$2.98K +$2.81K 2 0% New
1834
PS
Planning Strategies
Pennsylvania
$2.94K +$2.77K 2 0% New
1835
PWAM
Private Wealth Asset Management
Iowa
$2.76K +$2.6K 1 0% New
1836
SFCL
Strengthening Families & Communities LLC
Massachusetts
$2.74K -$1.42K 1 0% Reduced
1837
GWM
Gilpin Wealth Management
Colorado
$2.62K +$792 3 0% Increased
1838
BC
Burnham & Co
Michigan
$2.58K +$2.6K 1 0% New
1839
PWMG
Prestige Wealth Management Group
New Jersey
$2.54K -$2.74K 3 0% Reduced
1840
RWM
RMG Wealth Management
Wisconsin
$2.44K +$2.3K 1 0% New
1841
EWM
Evolution Wealth Management
Florida
$2.43K -$67.3K 1 0% Reduced
1842
RCM
Raleigh Capital Management
North Carolina
$2.31K -$2.11K 1 0% Reduced
1843
DFA
DHJJ Financial Advisors
Illinois
$2.24K -$217 1 0% Reduced
1844
SHIM
Stone House Investment Management
Pennsylvania
$2.22K +$1.17K 6 0% Increased
1845
RBC
Roble Belko & Company
Pennsylvania
$2K $0 2 0% Maintained
1846
VNA
Valley National Advisers
Pennsylvania
$1.99K $0 1 0% Maintained
1847
DCM
Davis Capital Management
Florida
$1.95K +$1.09K 5 0% Increased
1848
DWM
Dogwood Wealth Management
Kansas
$1.84K -$1.02K 2 0% Reduced
1849
CI
Cordant Inc
Oregon
$1.79K +$1.69K 1 0% New
1850
DFC
DB Fitzpatrick & Co
Idaho
$1.79K +$1.35K 1 0% Increased