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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
1876
SA
Seneschal Advisors
Washington
$612 -$51 2 0% Reduced
1877
EAM
Eukles Asset Management
Ohio
$574 $0 1 0% Maintained
1878
MWM
Mosley Wealth Management
California
$551 -$2.17K 1 0% Reduced
1879
CWM
Cranbrook Wealth Management
Michigan
$520 $0 1 0% Maintained
1880
SA
Strategic Advocates
Utah
$484 $0 1 0% Maintained
1881
MCA
Maryland Capital Advisors
Maryland
$480 +$450 3 0% New
1882
NECFA
New England Capital Financial Advisors
Connecticut
$467 +$441 1 0% New
1883
TC
Trust Company
Kansas
$441 $0 1 0% Maintained
1884
FRA
Front Row Advisors
California
$408 $0 1 0% Maintained
1885
M
MOTCO
Texas
$322 +$304 1 0% New
1886
TCM
TD Capital Management
Tennessee
$313 $0 1 0% Maintained
1887
BCH
Berkshire Capital Holdings
California
$179 $0 1 0% Maintained
1888
BAM
Byrne Asset Management
New Jersey
$161 $0 1 0% Maintained
1889
3FI
3 Factor Indexing
California
$92 $0 1 0% Maintained
1890
RJA
Ross\Johnson & Associates
Minnesota
$92 +$87 1 0% New
1891
IWM
IMG Wealth Management
Florida
$90 +$85 1 0% New
1892
NF
Napier Financial
Massachusetts
$90 $0 1 0% Maintained
1893
WAG
Wilkerson Advisory Group
Missouri
$90 $0 1 0% Maintained
1894
HIA
Highland Investment Advisors
Florida
$72 +$68 1 0% New
1895
4WM
49 Wealth Management
Texas
$0 -$186K 0 – Closed
1896
9C
9823 Capital
Texas
$0 -$100K 0 – Closed
1897
AA
ABC Arbitrage
France
$0 -$155K 0 – Closed
1898
ADEF
ABS Direct Equity Fund
Connecticut
$0 -$7.7M 0 – Closed
1899
AGDI
Absolute Gestao de Investimentos
Brazil
$0 -$13.8M 0 – Closed
1900
AGA
Accuvest Global Advisors
Utah
$0 -$2.02M 0 – Closed