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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
Mariner
Mariner
Kansas
$254K $0 1 0% Maintained
627
PWMG
Prestige Wealth Management Group
New Jersey
$251K +$277K 2 0.18% New
628
ECM
Everence Capital Management
Indiana
$247K $0 1 0.06% Maintained
629
CWA
Clarus Wealth Advisors
Arizona
$243K -$14.5K 1 0.38% Reduced
630
M&T Bank
M&T Bank
New York
$243K +$13.5K 1 0% Increased
631
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$239K +$15.4K 2 0% Increased
632
QI
Qtron Investments
Massachusetts
$238K +$236K 1 0.18% New
633
II
Ibex Investors
Colorado
$235K +$233K 1 0.04% New
634
IRF
IBM Retirement Fund
New York
$235K -$12.9K 1 0.05% Reduced
635
PM
Precept Management
Texas
$234K -$2.56M 1 0.09% Reduced
636
RBF Capital
RBF Capital
California
$232K -$551K 1 0.03% Reduced
637
SGAM
Steinberg Global Asset Management
Florida
$231K -$236K 1 0.04% Reduced
638
QIM
Quantitative Investment Management
Virginia
$224K +$66.4K 1 0.01% Increased
639
BFC
Bedel Financial Consulting
Indiana
$223K $0 1 0.16% Maintained
640
BBA
BLB&B Advisors
Pennsylvania
$220K -$12.5K 1 0.03% Reduced
641
First Allied Advisory Services
First Allied Advisory Services
California
$220K -$155K 1 0.01% Reduced
642
WSCM
Wellington Shields Capital Management
New York
$220K +$17.7K 1 0.04% Increased
643
ZDA
Zweig-DiMenna Associates
New York
$218K -$665K 1 0.02% Reduced
644
NL
NWAM LLC
Washington
$210K +$64K 1 0.05% Increased
645
WCM
Windward Capital Management
California
$209K -$2.99K 1 0.03% Reduced
646
AIM
Axiom Investment Management
New York
$207K +$229K 1 0.04% New
647
FRM
Fox Run Management
Connecticut
$205K +$246K 1 0.11% New
648
SWM
SeaCrest Wealth Management
New York
$197K +$115K 3 0.04% Increased
649
Marshall Wace North America
Marshall Wace North America
New York
$190K -$179K 2 0% Reduced
650
FFW
Fusion Family Wealth
New York
$189K +$22.2K 1 0.06% Increased