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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
576
WRM
Westport Resources Management
Connecticut
$67K +$62.9K 1 0.02% New
577
CBOA
Commonwealth Bank of Australia
Australia
$63K +$17.4K 1 0% Increased
578
RIA
Regal Investment Advisors
Michigan
$61K +$53.9K 2 0.02% Increased
579
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$60K -$198K 2 0.02% Reduced
580
MCM
Mazama Capital Management
Oregon
$58K +$54.1K 1 0.01% New
581
QS Investors
QS Investors
New York
$58K +$39K 4 0% Increased
582
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$51K -$1.26M 1 0% Reduced
583
BCM
Blume Capital Management
California
$46K +$679 1 0.04% Increased
584
Avior Wealth Management
Avior Wealth Management
Nebraska
$44K +$47.5K 2 0.03% Increased
585
MSFP
Mark Sheptoff Financial Planning
Connecticut
$39K $0 1 0.03% Maintained
586
OIM
Opus Investment Management
Massachusetts
$39K $0 1 0.01% Maintained
587
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$36K -$10.3K 3 0% Reduced
588
CIM
CenturyLink Investment Management
Colorado
$35K -$2.65K 1 0.01% Reduced
589
WhitTier Trust Company
WhitTier Trust Company
Nevada
$32K $0 1 0% Maintained
590
Huntington National Bank
Huntington National Bank
Ohio
$30K -$154K 2 0% Reduced
591
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$30K +$31.3K 1 0.02% New
592
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$24K $0 1 0% Maintained
593
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$19K $0 1 0.01% Maintained
594
DVM
Dreman Value Management
Florida
$17K +$17.8K 1 0% New
595
AP
Atwood & Palmer
Missouri
$16K +$10.5K 2 0% Increased
596
ClearBridge Investments
ClearBridge Investments
New York
$16K +$14.9K 1 0% New
597
WEC
Winslow Evans & Crocker
Massachusetts
$13.8K $0 1 0% Maintained
598
SEC
Seven Eight Capital
New York
$13K +$8.95K 1 0.01% Increased
599
NFG
Next Financial Group
Texas
$11K $0 2 0% Maintained
600
RCG
Ruggie Capital Group
Florida
$11K $0 1 0.01% Maintained