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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
VCM
Versant Capital Management
Arizona
$35K -$35 2 0.02% Reduced
577
SWA
Sutton Wealth Advisors
Florida
$34.6K +$6.46K 3 0.03% Increased
578
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$30K $0 1 0% Maintained
579
PCP
Proficio Capital Partners
Massachusetts
$29K +$26.6K 2 0.02% Increased
580
CIM
CenturyLink Investment Management
Colorado
$28K $0 1 0.01% Maintained
581
Avior Wealth Management
Avior Wealth Management
Nebraska
$27K $0 2 0.01% Maintained
582
CCA
Checchi Capital Advisers
California
$26K -$12.5K 1 0% Reduced
583
MSFP
Mark Sheptoff Financial Planning
Connecticut
$21K $0 1 0.02% Maintained
584
SignatureFD
SignatureFD
Georgia
$21K +$4.11K 2 0% Increased
585
PHK
Point72 Hong Kong
Hong Kong
$20K +$6.91K 1 0.02% Increased
586
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$20K $0 1 0% Maintained
587
BAM
Brave Asset Management
New Jersey
$18K +$11.3K 1 0.01% Increased
588
CAW
Cornerstone Advisors (Washington)
Washington
$18K -$2K 1 0.02% Reduced
589
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$18K +$891 4 0.01% Increased
590
DIA
Davidson Investment Advisors
Montana
$17K -$509K 1 0% Reduced
591
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$15K $0 1 0.01% Maintained
592
MUFG Americas
MUFG Americas
New York
$15K +$8.48K 2 0% Increased
593
IR
Invictus RG
Bermuda
$13K -$58.3K 1 0.01% Reduced
594
BCM
Blume Capital Management
California
$12K $0 1 0.01% Maintained
595
Quadrant Capital Group
Quadrant Capital Group
Ohio
$12K -$1.99K 2 0.01% Reduced
596
WEC
Winslow Evans & Crocker
Massachusetts
$11.2K +$24 2 0% Increased
597
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$11K +$14.1K 1 0.01% New
598
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$11K +$14.1K 1 0% New
599
Huntington National Bank
Huntington National Bank
Ohio
$10K -$157K 1 0% Reduced
600
Geneos Wealth Management
Geneos Wealth Management
Colorado
$9K +$240 1 0% Increased