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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
Advisory Services Network
Advisory Services Network
Georgia
$1.28M +$256K 2 0.05% Increased
552
BDF
Balasa Dinverno & Foltz
$1.28M -$35.3K 1 0.08% Reduced
553
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$1.28M -$48.2K 1 0.14% Reduced
554
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.27M -$2.45M 2 0% Reduced
555
ROC
River Oaks Capital
Minnesota
$1.27M +$37.1K 2 1.39% Increased
556
Summit Trail Advisors
Summit Trail Advisors
New York
$1.27M +$2.66K 1 0.07% Increased
557
Parallel Advisors
Parallel Advisors
California
$1.25M -$93.9K 6 0.06% Reduced
558
Empowered Funds
Empowered Funds
Pennsylvania
$1.25M +$738K 4 0.12% Increased
559
ProShare Advisors
ProShare Advisors
Maryland
$1.25M -$68.2K 5 0% Reduced
560
Baird Financial Group
Baird Financial Group
Wisconsin
$1.24M +$19.1K 1 0% Increased
561
Atria Wealth Solutions
Atria Wealth Solutions
New York
$1.24M +$298K 1 0.02% Increased
562
RMCM
Reynders McVeigh Capital Management
Massachusetts
$1.24M +$548K 1 0.1% Increased
563
CC
Clearline Capital
New York
$1.23M -$1.56M 1 0.15% Reduced
564
Exchange Traded Concepts
Exchange Traded Concepts
Oklahoma
$1.23M +$308K 3 0.04% Increased
565
MA
Mutual Advisors
Nebraska
$1.22M +$607K 2 0.06% Increased
566
GC
Gillson Capital
Illinois
$1.2M +$110K 1 0.11% Increased
567
UAM
Unison Asset Management
Florida
$1.18M +$1.24M 1 1.07% New
568
BC
Belmont Capital
California
$1.18M $0 1 1.4% Maintained
569
Los Angeles Capital Management
Los Angeles Capital Management
California
$1.18M -$12.8M 2 0.01% Reduced
570
EFMH
E Fund Management (HK)
Hong Kong
$1.18M -$477K 1 0.94% Reduced
571
AFAS
Acorn Financial Advisory Services
Virginia
$1.18M +$361K 1 0.28% Increased
572
LWAC
Laurel Wealth Advisors (California)
California
$1.18M $0 1 0.13% Maintained
573
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.16M -$308K 3 0.01% Reduced
574
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$1.14M +$447K 3 0% Increased
575
EAM
EFG Asset Management
Oregon
$1.13M +$762K 2 0.26% Increased