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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
British Columbia Investment Management
British Columbia Investment Management
British Columbia, Canada
$1.26M $0 2 0.01% Maintained
552
KWA
KCS Wealth Advisory
California
$1.26M +$420K 1 0.48% Increased
553
Balentine LLC
Balentine LLC
Georgia
$1.26M -$134K 4 0.04% Reduced
554
Korea Investment Corp
Korea Investment Corp
South Korea
$1.25M -$7.02M 1 0% Reduced
555
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$1.24M -$311K 2 0.07% Reduced
556
BWFA
Baltimore-Washington Financial Advisors
Maryland
$1.24M +$29.7K 1 0.11% Increased
557
RIL
Rothschild Investment LLC
Illinois
$1.24M -$122K 2 0.11% Reduced
558
MA
Mutual Advisors
Nebraska
$1.23M -$209K 1 0.05% Reduced
559
RIA
Regal Investment Advisors
Michigan
$1.22M +$1.04M 2 0.11% Increased
560
SCM
Segantii Capital Management
Hong Kong
$1.22M +$1.44M 1 0.04% New
561
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$1.21M -$22.3K 1 0.11% Reduced
562
CF
Convergence Financial
Missouri
$1.21M +$1.21M 1 0.89% New
563
VI
Versor Investments
New York
$1.21M -$1.16M 2 0.16% Reduced
564
Prospera Financial Services
Prospera Financial Services
Texas
$1.21M -$246K 2 0.05% Reduced
565
XTX Topco
XTX Topco
Cayman Islands
$1.21M -$3.01M 5 0.25% Reduced
566
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.2M -$5.07M 1 0.01% Reduced
567
Gulf International Bank (UK)
Gulf International Bank (UK)
United Kingdom
$1.2M -$840K 2 0.03% Reduced
568
Candriam SCA
Candriam SCA
Luxembourg
$1.2M -$8.89M 1 0.01% Reduced
569
CAM
Crestone Asset Management
Colorado
$1.19M -$538K 1 0.25% Reduced
570
Ethic Inc
Ethic Inc
New York
$1.17M +$141K 1 0.05% Increased
571
OQS
Occudo Quantitative Strategies
Florida
$1.14M -$1.58K 1 0.1% Reduced
572
Summit Trail Advisors
Summit Trail Advisors
New York
$1.14M +$914K 1 0.05% Increased
573
MICM
Matthews International Capital Management
California
$1.13M +$1.06M 1 0.11% New
574
TCA
Transcend Capital Advisors
New Jersey
$1.13M -$176K 2 0.12% Reduced
575
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.13M +$796K 12 0.01% Increased