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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
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company
Wisconsin
$315K -$1.55K 1 0.01% Reduced
602
USAA
United Services Automobile Association
Texas
$315K $0 1 0% Maintained
603
FQ
First Quadrant
California
$309K -$646K 1 0.03% Reduced
604
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$305K $0 3 0% Maintained
605
MC
Moors & Cabot
Massachusetts
$303K $0 1 0.03% Maintained
606
Algert Global
Algert Global
California
$301K -$211K 1 0.09% Reduced
607
MC
Machina Capital
France
$298K -$82.3K 1 0.12% Reduced
608
Pinnacle Associates
Pinnacle Associates
New York
$297K -$40.9K 1 0.01% Reduced
609
IRF
IBM Retirement Fund
New York
$291K -$17.9K 1 0.05% Reduced
610
KCM
Karp Capital Management
California
$289K $0 1 0.08% Maintained
611
SGAM
Smith Group Asset Management
Texas
$289K $0 1 0.01% Maintained
612
BBA
BLB&B Advisors
Pennsylvania
$287K $0 1 0.03% Maintained
613
Oppenheimer & Co
Oppenheimer & Co
New York
$286K -$186K 1 0.01% Reduced
614
GHAM
Gilman Hill Asset Management
Connecticut
$284K $0 1 0.09% Maintained
615
PWP
Principle Wealth Partners
Connecticut
$284K -$109K 1 0.09% Reduced
616
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$281K -$20.2K 1 0.03% Reduced
617
Raymond James Trust
Raymond James Trust
Florida
$280K +$20.1K 1 0.01% Increased
618
FBT
First Bank & Trust
South Dakota
$276K -$210 1 0.2% Reduced
619
MCCP
Mission Creek Capital Partners
California
$275K +$265K 1 0.13% New
620
MAA
Mraz Amerine & Associates
California
$270K +$31.2K 1 0.08% Increased
621
JWCA
J.W. Cole Advisors
Florida
$268K +$274K 1 0.03% New
622
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$265K +$23.9K 1 0% Increased
623
Prospera Financial Services
Prospera Financial Services
Texas
$265K -$319K 1 0.02% Reduced
624
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$260K +$265K 1 0% New
625
BFC
Bedel Financial Consulting
Indiana
$258K $0 1 0.15% Maintained