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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
601
PSC
Prentiss Smith & Co
Vermont
$10K +$10.9K 1 0.01% New
602
PFBT
Parkside Financial Bank & Trust
Missouri
$9K +$9.51K 2 0.01% New
603
Wealthfront
Wealthfront
California
$8K +$3.21K 2 0% Increased
604
PCM
Prelude Capital Management
New York
$7K -$67.2K 1 0% Reduced
605
VIMU
Veritas Investment Management (UK)
United Kingdom
$7K $0 1 0% Maintained
606
Advisory Services Network
Advisory Services Network
Georgia
$6K +$4.09K 2 0% Increased
607
Balentine LLC
Balentine LLC
Georgia
$6K +$5.87K 1 0% New
608
Colony Group
Colony Group
Massachusetts
$6K +$6.84K 1 0% New
609
WA
WealthTrust-Arizona
Arizona
$6K $0 2 0% Maintained
610
Bessemer Group
Bessemer Group
New Jersey
$5K +$5.58K 1 0% New
611
MTIP
Magee Thomson Investment Partners
California
$5K +$5.14K 1 0% New
612
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$5K +$4.18K 1 0% New
613
SNT
Security National Trust
West Virginia
$5K $0 1 0% Maintained
614
Central Trust Company
Central Trust Company
Missouri
$4K $0 1 0% Maintained
615
CCS
Crosspoint Capital Strategies
California
$4K +$3.94K 1 0% New
616
FAM
Formidable Asset Management
Ohio
$4K $0 1 0% Maintained
617
Quadrant Capital Group
Quadrant Capital Group
Ohio
$4K +$2.62K 3 0% Increased
618
TDC
Thompson Davis & Co
Virginia
$4K -$10.8K 1 0.01% Reduced
619
AssetMark Inc
AssetMark Inc
California
$3K +$2.8K 1 0% New
620
GAM
Gemmer Asset Management
California
$3K $0 1 0% Maintained
621
KCPG
Kavar Capital Partners Group
Kansas
$3K +$4.15K 1 0% New
622
LNB
Ledyard National Bank
$3K $0 1 0% Maintained
623
AP
Advisors Preferred
Maryland
$2K +$2.79K 1 0% New
624
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$2K $0 1 0% Maintained
625
SIM
Sonora Investment Management
Arizona
$2K +$2.38K 1 0% New