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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
EP
Edgestream Partners
New Jersey
$2.23M -$782K 2 0.16% Reduced
552
JCIA
Jackson Creek Investment Advisors
Colorado
$2.22M $0 2 0.85% Maintained
553
NFG
Norris Financial Group
South Carolina
$2.21M +$280K 1 1.34% Increased
554
Jasper Ridge Partners
Jasper Ridge Partners
California
$2.18M $0 1 0.09% Maintained
555
HV
HST Ventures
Utah
$2.17M +$663K 1 0.77% Increased
556
SCA
Sage Capital Advisors
South Dakota
$2.17M -$540K 1 0.7% Reduced
557
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$2.16M +$957K 7 0.03% Increased
558
CIC
Cornercap Investment Counsel
Georgia
$2.15M +$17K 2 0.35% Increased
559
CSC
Caldwell Sutter Capital
California
$2.12M -$18.5K 2 1.08% Reduced
560
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$2.11M +$293K 3 0.04% Increased
561
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$2.11M +$5.28K 1 0.06% Increased
562
HLA
Hamilton Lane Advisors
Pennsylvania
$2.11M -$4.68M 1 0.87% Reduced
563
SW
SVB Wealth
Massachusetts
$2.1M -$1.18M 2 0.05% Reduced
564
CICI
Capital Investment Counsel Inc
North Carolina
$2.09M -$209K 1 0.37% Reduced
565
PointState Capital
PointState Capital
New York
$2.08M +$1.67M 1 0.05% New
566
Glenmede Trust
Glenmede Trust
Pennsylvania
$2.07M +$1.05M 3 0.01% Increased
567
Rathbones Group
Rathbones Group
United Kingdom
$2.06M $0 1 0.01% Maintained
568
Cetera Advisor Networks
Cetera Advisor Networks
California
$2.05M -$336K 2 0.01% Reduced
569
RCM
RMR Capital Management
California
$2.04M +$1.9M 1 2.33% New
570
Oppenheimer & Co
Oppenheimer & Co
New York
$2.04M -$626K 1 0.04% Reduced
571
SGDR
SPX Gestao de Recursos
Brazil
$2.01M -$1.86M 1 0.16% Reduced
572
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$2M $0 1 0.13% Maintained
573
VF
Virtu Financial
New York
$2M +$1.47M 4 0.16% Increased
574
WW
Waterfront Wealth
Kansas
$1.98M -$838K 1 0.58% Reduced
575
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$1.98M $0 2 0.19% Maintained