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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
WhitTier Trust Company
WhitTier Trust Company
Nevada
$42K $0 1 0% Maintained
627
FIB
First Interstate Bank
Montana
$39K $0 1 0.01% Maintained
628
NIT
NumerixS Investment Technologies
British Columbia, Canada
$38K -$746K 1 0% Reduced
629
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$37K $0 1 0% Maintained
630
VCM
Versant Capital Management
Arizona
$37K +$187 2 0.02% Increased
631
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$35K +$3.25K 1 0% Increased
632
MSFP
Mark Sheptoff Financial Planning
Connecticut
$34K $0 1 0.03% Maintained
633
PCP
Proficio Capital Partners
Massachusetts
$31K +$443 3 0.01% Increased
634
CIM
CenturyLink Investment Management
Colorado
$30K -$2.02K 1 0.01% Reduced
635
MUFG Americas
MUFG Americas
New York
$28K +$4.43K 2 0% Increased
636
National Pension Service
National Pension Service
South Korea
$28K +$28K 1 0% New
637
Parallel Advisors
Parallel Advisors
California
$27K +$28.1K 2 0.01% New
638
Whittier Trust
Whittier Trust
California
$26K $0 2 0% Maintained
639
Quadrant Capital Group
Quadrant Capital Group
Ohio
$21K $0 4 0.01% Maintained
640
Geneos Wealth Management
Geneos Wealth Management
Colorado
$20K +$4.84K 3 0% Increased
641
Simplex Trading
Simplex Trading
Illinois
$18K -$432K 1 0% Reduced
642
DIA
Davidson Investment Advisors
Montana
$17K $0 1 0% Maintained
643
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$16K -$962 1 0% Reduced
644
PHK
Point72 Hong Kong
Hong Kong
$16K -$721K 2 0.02% Reduced
645
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$16K +$1.92K 3 0.01% Increased
646
BCM
Blume Capital Management
California
$14K $0 1 0.01% Maintained
647
Empirical Finance
Empirical Finance
Pennsylvania
$14K +$13K 1 0.01% New
648
PMFA
Plante Moran Financial Advisors
Michigan
$14K +$14.4K 1 0.01% New
649
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$13K -$23.1K 1 0% Reduced
650
AIL
AGF Investments LLC
Ontario, Canada
$12K +$11.5K 1 0% New