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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
CAW
Cornerstone Advisors (Washington)
Washington
$37K -$965 2 0.04% Reduced
602
Jefferies Group
Jefferies Group
New York
$37K -$1.13M 1 0% Reduced
603
VCM
Versant Capital Management
Arizona
$36K +$10.4K 2 0.02% Increased
604
OIM
Opus Investment Management
Massachusetts
$34K $0 1 0.01% Maintained
605
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$32K -$289K 2 0% Reduced
606
CIM
CenturyLink Investment Management
Colorado
$31K -$2.81K 1 0.01% Reduced
607
SWA
Sutton Wealth Advisors
Florida
$30.6K +$26K 3 0.03% New
608
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$28K +$7.19K 3 0.02% Increased
609
FANJ
Financial Architects (New Jersey)
New Jersey
$26K +$21.7K 1 0.01% New
610
MSFP
Mark Sheptoff Financial Planning
Connecticut
$26K $0 1 0.02% Maintained
611
Avior Wealth Management
Avior Wealth Management
Nebraska
$25K $0 2 0.01% Maintained
612
BCM
Blume Capital Management
California
$22K $0 1 0.02% Maintained
613
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$22K $0 1 0% Maintained
614
SignatureFD
SignatureFD
Georgia
$20K +$17.6K 2 0% Increased
615
HF
Hoxton Financial
West Virginia
$19K $0 1 0.01% Maintained
616
Quadrant Capital Group
Quadrant Capital Group
Ohio
$16K +$8.95K 3 0.01% Increased
617
PHK
Point72 Hong Kong
Hong Kong
$15K +$13.8K 1 0.03% New
618
SV
Stilwell Value
New York
$15K +$12.9K 1 0.01% New
619
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$14K $0 1 0.01% Maintained
620
WEC
Winslow Evans & Crocker
Massachusetts
$10.4K -$21 2 0% Reduced
621
DVM
Dreman Value Management
Florida
$10K +$9.63K 1 0% New
622
NHFG
New Harbor Financial Group
Massachusetts
$10K +$9.06K 1 0.01% New
623
RCG
Ruggie Capital Group
Florida
$10K +$8.12K 1 0.01% New
624
BAM
Brave Asset Management
New Jersey
$9K $0 1 0.01% Maintained
625
FPB
First PREMIER Bank
South Dakota
$9K $0 1 0.01% Maintained