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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
Pathstone Family Office
Pathstone Family Office
New Jersey
$1.27M +$425K 3 0.01% Increased
602
CCG
Cloverfields Capital Group
Minnesota
$1.25M $0 1 0.56% Maintained
603
Prospera Financial Services
Prospera Financial Services
Texas
$1.25M -$71.7K 2 0.05% Reduced
604
SIS
Strategic Investment Solutions
Illinois
$1.23M +$1.21M 2 0.02% Increased
605
Capital Markets Trading (UK)
Capital Markets Trading (UK)
United Kingdom
$1.21M +$373K 1 0.02% Increased
606
Tredje AP-fonden
Tredje AP-fonden
Sweden
$1.19M -$135K 1 0.02% Reduced
607
Advisors Asset Management
Advisors Asset Management
Colorado
$1.19M +$30.8K 2 0.03% Increased
608
MA
Mutual Advisors
Nebraska
$1.18M -$100K 1 0.05% Reduced
609
Twin Tree Management
Twin Tree Management
Texas
$1.18M +$1.23M 1 0% New
610
Kestra Advisory Services
Kestra Advisory Services
Texas
$1.17M -$26.3K 3 0.01% Reduced
611
Everence Capital Management
Everence Capital Management
Indiana
$1.16M +$3.79K 4 0.09% Increased
612
TAM
Tealwood Asset Management
Minnesota
$1.16M -$23.8K 1 0.6% Reduced
613
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$1.15M -$307K 2 0.02% Reduced
614
OP
Oldfield Partners
United Kingdom
$1.15M +$1.2M 1 0.18% New
615
Prelude Capital Management
Prelude Capital Management
New York
$1.12M +$887K 3 0.07% Increased
616
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$1.11M -$22.8K 2 0.11% Reduced
617
Dakota Wealth Management
Dakota Wealth Management
Florida
$1.1M +$15.6K 1 0.05% Increased
618
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$1.1M +$50.3K 1 0.09% Increased
619
Meag Munich Ergo
Meag Munich Ergo
Germany
$1.1M +$74.5K 1 0.05% Increased
620
CW
Channel Wealth
California
$1.1M +$1.13M 1 0.61% New
621
ProShare Advisors
ProShare Advisors
Maryland
$1.08M +$389K 4 0% Increased
622
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$1.05M +$425K 2 0.01% Increased
623
FWP
Firethorn Wealth Partners
Georgia
$1.05M +$149K 1 0.8% Increased
624
LWM
Lodestone Wealth Management
Washington
$1.04M $0 1 0.73% Maintained
625
KWA
KCS Wealth Advisory
California
$1.04M -$307K 1 0.44% Reduced