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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
IWM
IMG Wealth Management
Florida
$3.9K -$1.28K 1 0% Reduced
1877
AFC
Ares Financial Consulting
California
$3.8K +$3.46K 1 0% New
1878
PAI
Pittenger & Anderson Inc
Nebraska
$3.8K -$1.25K 1 0% Reduced
1879
AP
Atwood & Palmer
Missouri
$3.78K +$3.6K 1 0% New
1880
BGAI
Bruce G. Allen Investments
Colorado
$3.78K $0 2 0% Maintained
1881
SHIM
Stone House Investment Management
Pennsylvania
$3.77K +$3.31K 2 0% Increased
1882
ACM
Anfield Capital Management
California
$3.27K $0 1 0% Maintained
1883
CIA
Cape Investment Advisory
Georgia
$3.07K +$2.86K 2 0% New
1884
OAJ
Ogorek Anthony Joseph
New York
$3K -$1.98K 1 0% Reduced
1885
RBC
Roble Belko & Company
Pennsylvania
$3K +$669 2 0% Increased
1886
VWA
Valued Wealth Advisors
Utah
$2.97K +$165 1 0% Increased
1887
JFA
JNBA Financial Advisors
Minnesota
$2.93K +$1.57K 2 0% Increased
1888
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.86K $0 2 0% Maintained
1889
AWA
Acumen Wealth Advisors
Tennessee
$2.8K +$2.98K 2 0% New
1890
DFA
DHJJ Financial Advisors
Illinois
$2.66K $0 1 0% Maintained
1891
CFS
Compass Financial Services
Iowa
$2.66K $0 1 0% Maintained
1892
MWA
Miller Wealth Advisors
Colorado
$2.62K $0 1 0% Maintained
1893
TPBG
Turning Point Benefit Group
Maryland
$2.33K $0 2 0% Maintained
1894
WW
Winnow Wealth
Texas
$2.3K +$2.09K 2 0% Increased
1895
AW
Ankerstar Wealth
Texas
$2.26K +$2.2K 2 0% New
1896
SFCL
Strengthening Families & Communities LLC
Massachusetts
$2.25K +$2.4K 1 0% New
1897
GFA
Godfrey Financial Associates
New York
$2.12K +$2.03K 2 0% New
1898
EWA
EQ Wealth Advisors
Texas
$2.04K +$2.17K 1 0% New
1899
NL
Navalign LLC
California
$1.96K +$1.72K 2 0% New
1900
GWM
Gilpin Wealth Management
Colorado
$1.84K +$1.92K 3 0% New