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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
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$970K +$105K 2 0.15% Increased
602
JAMONY
Jacob Asset Management of New York
California
$970K +$61.5K 1 1.05% Increased
603
CG
Cutler Group
California
$966K +$483K 7 0.07% Increased
604
Pathstone Family Office
Pathstone Family Office
New Jersey
$964K +$24.2K 1 0.02% Increased
605
VCM
Vetamer Capital Management
California
$962K -$107K 2 1.06% Reduced
606
EVC
Eidelman Virant Capital
Missouri
$949K $0 1 0.7% Maintained
607
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$949K +$143K 2 0.07% Increased
608
CWM
Cranbrook Wealth Management
Michigan
$947K -$10.8K 1 0.24% Reduced
609
TAM
Tealwood Asset Management
Minnesota
$941K +$12.5K 1 0.51% Increased
610
SEC
Seven Eight Capital
New York
$932K +$557K 2 0.19% Increased
611
VI
Versor Investments
New York
$931K -$461K 2 0.06% Reduced
612
UMB Bank
UMB Bank
Missouri
$927K -$102K 4 0.02% Reduced
613
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$927K +$1.11M 1 0.01% New
614
AC
Aristides Capital
Kentucky
$906K $0 2 0.68% Maintained
615
ACM
AlphaStar Capital Management
North Carolina
$905K +$231K 1 0.1% Increased
616
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$901K +$470K 3 0% Increased
617
Axxcess Wealth Management
Axxcess Wealth Management
California
$893K +$1.03M 1 0.08% New
618
FC
Financial Consulate
Maryland
$891K -$56.6K 1 0.38% Reduced
619
UM
Ulysses Management
New York
$879K $0 1 0.13% Maintained
620
QC
Quent Capital
New York
$877K -$930 4 0.18% Reduced
621
Dakota Wealth Management
Dakota Wealth Management
Florida
$875K +$310K 1 0.07% Increased
622
NFSG
Newbridge Financial Services Group
Florida
$871K +$29.6K 3 0.51% Increased
623
BA
Bridgewater Advisors
New York
$869K +$73.3K 1 0.24% Increased
624
INTECH Investment Management
INTECH Investment Management
Florida
$846K -$812K 1 0.01% Reduced
625
SW
SVB Wealth
Massachusetts
$843K +$758K 2 0.01% Increased