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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
Xponance
Xponance
Pennsylvania
$2.9M +$633K 3 0.04% Increased
477
DI
DFPG Investments
Utah
$2.83M +$1.24M 2 0.26% Increased
478
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.8M +$165K 6 0% Increased
479
MAM
Mark Asset Management
New York
$2.8M -$1.34M 1 0.51% Reduced
480
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$2.79M +$455K 2 0.09% Increased
481
New York Life Investment Management
New York Life Investment Management
New York
$2.77M +$83.9K 6 0.03% Increased
482
Bridgewater Associates
Bridgewater Associates
Connecticut
$2.75M -$804K 2 0.02% Reduced
483
LT
Legacy Trust
Michigan
$2.72M +$551K 1 0.79% Increased
484
BRWA
B. Riley Wealth Advisors
Florida
$2.71M -$62.2K 2 0.07% Reduced
485
AMF Tjänstepension
AMF Tjänstepension
Sweden
$2.65M +$475K 1 0.03% Increased
486
Bailard
Bailard
California
$2.65M +$601K 3 0.09% Increased
487
BC
Barrett & Company
Rhode Island
$2.64M -$6.42K 2 1.55% Reduced
488
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$2.64M -$71.1K 3 0.03% Reduced
489
Achmea Investment Management
Achmea Investment Management
Netherlands
$2.62M -$2.94M 1 0.06% Reduced
490
NewEdge Advisors
NewEdge Advisors
Louisiana
$2.62M -$36.8K 4 0.03% Reduced
491
AIM
Aigen Investment Management
New York
$2.6M +$885K 2 0.49% Increased
492
OCM
Once Capital Management
New York
$2.6M +$1.02M 1 2.47% Increased
493
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$2.57M +$906K 7 0% Increased
494
EIM
Essex Investment Management
Massachusetts
$2.55M -$36.1K 1 0.42% Reduced
495
Martingale Asset Management
Martingale Asset Management
Massachusetts
$2.53M +$1.19M 3 0.05% Increased
496
PFP
Patriot Financial Partners
Pennsylvania
$2.52M +$55.8K 1 1.2% Increased
497
VHAM
Van Hulzen Asset Management
California
$2.51M +$767K 2 0.19% Increased
498
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$2.5M $0 3 0.38% Maintained
499
SIM
SummerHaven Investment Management
Connecticut
$2.5M -$186K 4 1.84% Reduced
500
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$2.49M +$221K 1 0.23% Increased