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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
HT
HighTower Trust
Texas
$361K -$39.7K 1 0.05% Reduced
602
PAM
Private Asset Management
California
$361K $0 1 0.06% Maintained
603
Lido Advisors
Lido Advisors
California
$349K +$341K 1 0.02% New
604
KA
Kintegral Advisory
New York
$348K $0 1 0.07% Maintained
605
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$348K -$14.8K 1 0% Reduced
606
S
Seeyond
France
$345K -$151K 1 0.04% Reduced
607
TW
Transform Wealth
Colorado
$345K +$337K 1 0.06% New
608
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$343K -$1.85K 1 0.01% Reduced
609
USAA
United Services Automobile Association
Texas
$341K -$11M 1 0% Reduced
610
IRF
IBM Retirement Fund
New York
$335K -$3.53K 1 0.06% Reduced
611
NFG
Next Financial Group
Texas
$334K +$267K 4 0.04% Increased
612
NERM
New England Research & Management
Illinois
$330K +$322K 1 0.24% New
613
TSS
Two Sigma Securities
New York
$330K -$361K 1 0% Reduced
614
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$325K +$542K 2 0.03% Increased
615
LIA
LS Investment Advisors
Michigan
$324K -$5.24K 4 0.02% Reduced
616
SM
Sciencast Management
New Jersey
$323K +$332K 1 0.11% New
617
Walleye Capital
Walleye Capital
New York
$323K +$456K 1 0.02% Increased
618
MC
Moors & Cabot
Massachusetts
$320K $0 1 0.04% Maintained
619
Tiedemann Advisors
Tiedemann Advisors
New York
$319K +$321K 1 0.02% New
620
BBA
BLB&B Advisors
Pennsylvania
$312K $0 1 0.04% Maintained
621
Pinnacle Associates
Pinnacle Associates
New York
$310K -$13.5K 1 0.01% Reduced
622
CHC
City Holding Co
West Virginia
$308K -$90K 1 0.08% Reduced
623
GHAM
Gilman Hill Asset Management
Connecticut
$308K $0 1 0.1% Maintained
624
JIP
Jaffetilchin Investment Partners
Florida
$308K -$861 1 0.07% Reduced
625
RBF Capital
RBF Capital
California
$308K +$340K 1 0.03% New