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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
RA
Rational Advisors
New York
$631K +$431K 1 0.24% Increased
552
Prospera Financial Services
Prospera Financial Services
Texas
$626K +$395K 1 0.06% Increased
553
AIC
Ameritas Investment Company
Nebraska
$619K +$606K 3 0.12% New
554
SFM
Systematic Financial Management
New Jersey
$614K -$127K 2 0.03% Reduced
555
SP
Symmetry Partners
Connecticut
$611K +$597K 1 0.13% New
556
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$597K $0 1 0.07% Maintained
557
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$596K -$22.3K 2 0.05% Reduced
558
QI
Qtron Investments
Massachusetts
$594K +$253K 1 0.36% Increased
559
CEP
Chicago Equity Partners
Illinois
$588K +$109K 1 0.03% Increased
560
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$586K -$6.64K 1 0% Reduced
561
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$584K -$246K 1 0% Reduced
562
Centiva Capital
Centiva Capital
New York
$572K +$559K 1 0.04% New
563
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$564K -$43K 1 0.07% Reduced
564
VCA
Verdence Capital Advisors
Maryland
$557K -$2.66K 1 0.16% Reduced
565
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$552K +$60.9K 2 0% Increased
566
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$548K +$186K 12 0.04% Increased
567
Lazard Asset Management
Lazard Asset Management
New York
$547K -$10.4M 2 0% Reduced
568
APA
American Portfolios Advisors
New York
$536K +$50.7K 6 0.04% Increased
569
AE Wealth Management
AE Wealth Management
Kansas
$521K +$58.2K 1 0.02% Increased
570
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$511K +$182K 2 0.01% Increased
571
Oppenheimer & Co
Oppenheimer & Co
New York
$508K +$242K 1 0.01% Increased
572
GJL
Gendell Jeffrey L
$507K $0 1 0.07% Maintained
573
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$493K +$200K 3 0% Increased
574
CCIA
Campbell & Co Investment Adviser
Maryland
$481K +$236K 2 0.18% Increased
575
JIC
Joel Isaacson & Co
New York
$481K +$36.3K 1 0.07% Increased