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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
AIA
Affinity Investment Advisors
California
$254K +$226K 1 0.11% New
577
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$253K +$219K 4 0% Increased
578
Alpha Cubed Investments
Alpha Cubed Investments
California
$252K $0 1 0.02% Maintained
579
CHC
City Holding Co
West Virginia
$248K $0 1 0.06% Maintained
580
FBT
First Bank & Trust
South Dakota
$248K +$47.1K 2 0.16% Increased
581
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$246K +$245K 1 0.01% New
582
JIP
Jaffetilchin Investment Partners
Florida
$245K $0 1 0.05% Maintained
583
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$244K +$218K 1 0.07% New
584
Oberweis Asset Management
Oberweis Asset Management
Illinois
$243K $0 1 0.08% Maintained
585
SEC
Seven Eight Capital
New York
$243K +$246K 1 0.05% New
586
S
Seeyond
France
$242K $0 1 0.03% Maintained
587
Quadrature Capital
Quadrature Capital
United Kingdom
$240K -$444K 1 0.01% Reduced
588
TW
TrinityPoint Wealth
Connecticut
$240K +$268K 1 0.07% New
589
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$234K +$209K 1 0% New
590
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$234K -$21.8K 2 0% Reduced
591
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$234K $0 1 0.02% Maintained
592
Parallel Advisors
Parallel Advisors
California
$234K -$49.2K 3 0.01% Reduced
593
TCM
Teza Capital Management
Illinois
$234K +$237K 1 0.14% New
594
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$230K +$60.8K 4 0% Increased
595
Avantax Advisory Services
Avantax Advisory Services
Texas
$229K +$201K 1 0% New
596
Pinnacle Associates
Pinnacle Associates
New York
$228K $0 1 0.01% Maintained
597
CIA
CSat Investment Advisory
Michigan
$223K +$49K 2 0.02% Increased
598
CIM
CIM Investment Management
Pennsylvania
$218K +$3.11K 1 0.08% Increased
599
FRM
Fox Run Management
Connecticut
$215K +$191K 1 0.54% New
600
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$208K +$186K 1 0.02% New