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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
551
FWSM
First Wilshire Securities Management
California
$630K +$11.8K 1 0.19% Increased
552
LIA
LS Investment Advisors
Michigan
$606K -$78.5K 4 0.03% Reduced
553
CT
Coastline Trust
Rhode Island
$595K $0 1 0.09% Maintained
554
MML Investors Services
MML Investors Services
Massachusetts
$594K +$149K 1 0.01% Increased
555
ALPS Advisors
ALPS Advisors
Colorado
$593K -$1.07M 1 0% Reduced
556
RWA
Redhawk Wealth Advisors
Minnesota
$592K +$554K 1 0.32% New
557
SGAM
Steinberg Global Asset Management
Florida
$584K +$652K 1 0.08% New
558
Advisory Services Network
Advisory Services Network
Georgia
$580K +$98 4 0.04% Increased
559
JIP
Jaffetilchin Investment Partners
Florida
$576K -$27.4K 1 0.12% Reduced
560
Veritable
Veritable
Delaware
$573K -$270K 1 0.01% Reduced
561
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$572K +$44.4K 2 0.05% Increased
562
SLG
Stanley-Laman Group
Pennsylvania
$562K +$11.9K 1 0.14% Increased
563
ETrade Capital Management
ETrade Capital Management
Virginia
$561K +$575K 1 0.02% New
564
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$557K -$55.1K 1 0.1% Reduced
565
CWA Asset Management Group
CWA Asset Management Group
Florida
$556K +$548K 1 0.12% New
566
HCM
HMS Capital Management
Tennessee
$539K +$59.7K 1 0.27% Increased
567
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$512K -$537K 1 0.03% Reduced
568
Barings
Barings
North Carolina
$497K -$213K 1 0.01% Reduced
569
NA
Navellier & Associates
Nevada
$493K -$4.41K 1 0.06% Reduced
570
JIC
Joel Isaacson & Co
New York
$488K +$59.1K 1 0.08% Increased
571
Pinnacle Associates
Pinnacle Associates
New York
$485K -$7.68K 1 0.01% Reduced
572
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$480K -$2.04K 1 0% Reduced
573
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$477K -$81.4K 1 0.06% Reduced
574
FCM
Flinton Capital Management
Pennsylvania
$473K +$148K 2 0.01% Increased
575
AWCI
Alpine Woods Capital Investors
New York
$470K +$319K 2 0.1% Increased