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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
626
Central Trust Company
Central Trust Company
Missouri
$4K +$529 1 0% Increased
627
FAM
Formidable Asset Management
Ohio
$4K $0 1 0% Maintained
628
KCPG
Kavar Capital Partners Group
Kansas
$4K +$693 1 0% Increased
629
SNT
Security National Trust
West Virginia
$4K $0 1 0% Maintained
630
Smithfield Trust
Smithfield Trust
Pennsylvania
$4K +$4.63K 1 0% New
631
PIA
Piedmont Investment Advisors
North Carolina
$3.12K +$3.48K 1 0% New
632
LNB
Ledyard National Bank
$3K $0 1 0% Maintained
633
NFG
Next Financial Group
Texas
$3K -$4.43K 1 0% Reduced
634
PFBT
Parkside Financial Bank & Trust
Missouri
$3K -$5.99K 1 0% Reduced
635
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$2K $0 1 0% Maintained
636
First Horizon Advisors
First Horizon Advisors
Tennessee
$2K -$108K 1 0% Reduced
637
GAM
Gemmer Asset Management
California
$2K +$424 1 0% Increased
638
PO
Private Ocean
California
$2K +$796 1 0% Increased
639
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$1K +$812 1 0% New
640
Capula Management
Capula Management
Cayman Islands
$1K +$856 1 0% New
641
EWM
Edge Wealth Management
New York
$1K $0 1 0% Maintained
642
GC
Globeflex Capital
California
$1K $0 1 0% Maintained
643
PMFA
Plante Moran Financial Advisors
Michigan
$1K +$1.6K 1 0% New
644
PCP
Proficio Capital Partners
Massachusetts
$1K +$1.5K 1 0% New
645
SignatureFD
SignatureFD
Georgia
$1K $0 1 0% Maintained
646
Whittier Trust
Whittier Trust
California
$1K $0 1 0% Maintained
647
RWM
Raffa Wealth Management
District of Columbia
$608 +$634 1 0% New
648
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0 -$763K 0 – Closed
649
ACI
AB CarVal Investors
Minnesota
$0 -$110M 0 – Closed
650
ARC
Absolute Return Capital
Massachusetts
$0 -$2.66M 0 – Closed