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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
451
JIC
Joel Isaacson & Co
New York
$14K $0 1 0% Maintained
452
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$6K $0 1 0% Maintained
453
SNT
Security National Trust
West Virginia
$6K $0 1 0% Maintained
454
First Horizon Advisors
First Horizon Advisors
Tennessee
$3K $0 1 0% Maintained
455
TDC
Thompson Davis & Co
Virginia
$3K +$2.95K 1 0% New
456
WEC
Winslow Evans & Crocker
Massachusetts
$2.63K +$3.02K 1 0% New
457
Avior Wealth Management
Avior Wealth Management
Nebraska
$2K $0 1 0% Maintained
458
GAM
Gemmer Asset Management
California
$2K +$526 2 0% Increased
459
HMS
Hanseatic Management Services
New Mexico
$2K +$1.58K 1 0% New
460
NES
New England Securities
New York
$2K $0 1 0% Maintained
461
Wealthfront
Wealthfront
California
$2K +$1.88K 1 0% New
462
Whittier Trust
Whittier Trust
California
$1K $0 1 0% Maintained
463
CIA
Capital Impact Advisors
Massachusetts
$280 -$274K 2 0% Reduced
464
Advisors Asset Management
Advisors Asset Management
Colorado
$0 -$55K 0 – Closed
465
AL
Airain Ltd
Guernsey
$0 -$1.23M 0 – Closed
466
Allstate Corporation
Allstate Corporation
Illinois
$0 -$7.17M 0 – Closed
467
Bailard
Bailard
California
$0 -$134K 0 – Closed
468
BIG
Blackthorn Investment Group
Kansas
$0 -$294K 0 – Closed
469
BOK Financial
BOK Financial
Oklahoma
$0 -$379K 0 – Closed
470
BPGAM
BTG Pactual Global Asset Management
Bermuda
$0 -$312K 0 – Closed
471
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0 -$5.1M 0 – Closed
472
CHAM
Clear Harbor Asset Management
Connecticut
$0 -$364K 0 – Closed
473
Eaton Vance Management
Eaton Vance Management
Massachusetts
$0 -$8.17M 0 – Closed
474
Emerald Advisers
Emerald Advisers
Pennsylvania
$0 -$1.61M 0 – Closed
475
EGM
Espalier Global Management
New York
$0 -$11.4M 0 – Closed