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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
VHAM
Van Hulzen Asset Management
California
$3.53M -$721K 2 0.32% Reduced
577
DA
Denali Advisors
California
$3.53M $0 1 0.4% Maintained
578
MN Services Vermogensbeheer
MN Services Vermogensbeheer
Netherlands
$3.52M -$390K 1 0.03% Reduced
579
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$3.5M +$841K 1 0.01% Increased
580
EP Wealth Advisors
EP Wealth Advisors
California
$3.47M -$321K 4 0.03% Reduced
581
Prudential plc
Prudential plc
United Kingdom
$3.46M -$1.12M 1 0.02% Reduced
582
SCP
Siena Capital Partners
Illinois
$3.46M +$1.53M 2 1.03% Increased
583
WDL
Well Done LLC
Michigan
$3.45M -$8.36K 1 0.63% Reduced
584
DRW Securities
DRW Securities
Illinois
$3.4M +$3.61M 2 0.09% Increased
585
QIM
Quantitative Investment Management
Virginia
$3.4M +$4.09M 2 0.31% New
586
DTL
Dynamic Technology Lab
Singapore
$3.38M +$1.45M 6 0.49% Increased
587
Caprock Group
Caprock Group
Idaho
$3.38M -$690K 1 0.1% Reduced
588
WSL
Western Standard LLC
California
$3.38M +$3.39M 1 1.99% New
589
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$3.36M -$196K 5 0.23% Reduced
590
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$3.35M +$1.02M 16 0.01% Increased
591
BRWA
B. Riley Wealth Advisors
Florida
$3.33M +$2.47M 3 0.1% Increased
592
EC
Estate Counselors
Wisconsin
$3.33M +$4.12M 1 0.34% New
593
SummitTX Capital
SummitTX Capital
Texas
$3.33M +$3.6M 5 0.14% New
594
HVCM
Hel Ved Capital Management
Hong Kong
$3.31M -$255K 1 1.2% Reduced
595
Maryland State Retirement & Pension System
Maryland State Retirement & Pension System
Maryland
$3.31M -$832K 5 0.08% Reduced
596
Kestra Advisory Services
Kestra Advisory Services
Texas
$3.31M +$57.7K 4 0.02% Increased
597
Atria Wealth Solutions
Atria Wealth Solutions
New York
$3.31M -$1.47M 3 0.04% Reduced
598
VM
VPR Management
Texas
$3.3M $0 1 1.6% Maintained
599
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$3.29M +$197K 3 0.03% Increased
600
ProShare Advisors
ProShare Advisors
Maryland
$3.28M -$825K 8 0.01% Reduced