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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
476
SVB Wealth
SVB Wealth
Massachusetts
$2.52M +$225K 2 0.05% Increased
477
WIM
Wittenberg Investment Management
Massachusetts
$2.49M -$89.1K 1 0.9% Reduced
478
Vontobel Holding
Vontobel Holding
Switzerland
$2.48M -$110K 2 0.02% Reduced
479
Xponance
Xponance
Pennsylvania
$2.47M +$1.51M 3 0.03% Increased
480
Atria Wealth Solutions
Atria Wealth Solutions
New York
$2.46M -$258K 2 0.03% Reduced
481
DFPG Investments
DFPG Investments
Utah
$2.45M +$702K 2 0.22% Increased
482
LCG
Lisanti Capital Growth
New York
$2.45M +$2.31M 1 0.34% New
483
Essex Investment Management
Essex Investment Management
Massachusetts
$2.44M +$250K 1 0.34% Increased
484
Waterfront Wealth
Waterfront Wealth
Kansas
$2.43M -$160K 1 0.72% Reduced
485
Alight Capital Management
Alight Capital Management
New York
$2.43M +$2.39M 1 0.92% New
486
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$2.41M -$999K 3 0.09% Reduced
487
TAA
TB Alternative Assets
Cayman Islands
$2.4M -$2.88M 1 0.6% Reduced
488
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$2.4M +$233K 2 0.08% Increased
489
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$2.36M +$200K 1 0.06% Increased
490
GGHC
Gilder Gagnon Howe & Co
New York
$2.35M -$156K 1 0.03% Reduced
491
Lighthouse Investment Partners
Lighthouse Investment Partners
Florida
$2.34M +$2.33M 2 0.12% New
492
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$2.33M +$886K 1 0.05% Increased
493
OSNBOA
Old Second National Bank of Aurora
Illinois
$2.32M +$1.64K 1 0.67% Increased
494
WhitTier Trust Company
WhitTier Trust Company
Nevada
$2.28M +$2.01M 2 0.08% Increased
495
Advisors Preferred
Advisors Preferred
Maryland
$2.28M +$2.08M 2 0.56% Increased
496
AE Wealth Management
AE Wealth Management
Kansas
$2.27M +$844K 5 0.01% Increased
497
PFP
Patriot Financial Partners
Pennsylvania
$2.26M $0 1 1.08% Maintained
498
Alaska Permanent Fund
Alaska Permanent Fund
Alaska
$2.25M +$2.22M 1 0.04% New
499
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.23M +$2.19M 1 0.02% New
500
LT
Legacy Trust
Michigan
$2.22M +$95.3K 1 0.61% Increased