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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
JFA
JNBA Financial Advisors
Minnesota
$41K +$38.7K 2 0.01% New
602
SignatureFD
SignatureFD
Georgia
$41K +$15.8K 2 0.01% Increased
603
WhitTier Trust Company
WhitTier Trust Company
Nevada
$41K $0 1 0% Maintained
604
FIB
First Interstate Bank
Montana
$40K $0 1 0.01% Maintained
605
SWA
Sutton Wealth Advisors
Florida
$39K $0 3 0.04% Maintained
606
OIM
Opus Investment Management
Massachusetts
$39K $0 1 0.01% Maintained
607
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$37K -$5.57K 1 0.01% Reduced
608
VCM
Versant Capital Management
Arizona
$36K +$579 2 0.02% Increased
609
CIM
CenturyLink Investment Management
Colorado
$32K $0 1 0.01% Maintained
610
Jefferies Group
Jefferies Group
New York
$32K -$20.6K 1 0% Reduced
611
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$32K -$13.9K 1 0% Reduced
612
PCP
Proficio Capital Partners
Massachusetts
$31K +$364 3 0.02% Increased
613
MSFP
Mark Sheptoff Financial Planning
Connecticut
$27K $0 1 0.02% Maintained
614
MCM
McKinley Capital Management
Alaska
$26K -$4.23M 1 0% Reduced
615
Whittier Trust
Whittier Trust
California
$25K +$24.8K 2 0% Increased
616
Quadrant Capital Group
Quadrant Capital Group
Ohio
$23K +$7.62K 4 0.02% Increased
617
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$23K $0 1 0% Maintained
618
BCM
Blume Capital Management
California
$17K $0 1 0.01% Maintained
619
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$17K +$16.5K 1 0% New
620
DIA
Davidson Investment Advisors
Montana
$17K $0 1 0% Maintained
621
EWM
Edge Wealth Management
New York
$16K +$8.6K 2 0.01% Increased
622
EDRE
Edmond de Rothschild (Europe)
Luxembourg
$15K $0 1 0.01% Maintained
623
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$15K $0 1 0% Maintained
624
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$15K -$7.49K 3 0.01% Reduced
625
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$14K $0 1 0.01% Maintained