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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
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$50K +$42.5K 1 0% New
627
FFC
First Financial Corp
Indiana
$50K $0 1 0.04% Maintained
628
CCA
Column Capital Advisors
Indiana
$49K $0 1 0.02% Maintained
629
TCTC Holdings
TCTC Holdings
Texas
$49K +$37.7K 1 0% New
630
IFP Advisors
IFP Advisors
Florida
$46K -$55.2K 3 0% Reduced
631
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$42K +$35.6K 1 0% New
632
Quadrant Capital Group
Quadrant Capital Group
Ohio
$41K -$58.9K 3 0.01% Reduced
633
IFAM
Institutional & Family Asset Management
Colorado
$40K +$12.3K 2 0.01% Increased
634
ED
Exane Derivatives
France
$35K $0 1 0.01% Maintained
635
FC
FORA Capital
Florida
$35K -$1.11M 1 0.01% Reduced
636
LWM
Liberty Wealth Management
California
$35K $0 2 0.02% Maintained
637
SWA
Sutton Wealth Advisors
Florida
$34.7K -$8.84K 4 0.02% Reduced
638
PFBT
Parkside Financial Bank & Trust
Missouri
$33K +$10.7K 4 0.01% Increased
639
LA
LexAurum Advisors
Kansas
$31K $0 1 0.02% Maintained
640
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$30K +$25.5K 1 0% New
641
TC
Truvestments Capital
Florida
$29K +$3.88K 2 0.03% Increased
642
MSFP
Mark Sheptoff Financial Planning
Connecticut
$26K $0 1 0.02% Maintained
643
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$25K -$61.4K 1 0% Reduced
644
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$7.02K 3 0.01% Increased
645
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K $0 1 0% Maintained
646
BCA
Berman Capital Advisors
Georgia
$20K +$11.8K 2 0.01% Increased
647
MWC
MBM Wealth Consultants
Missouri
$20K $0 1 0.01% Maintained
648
Geneos Wealth Management
Geneos Wealth Management
Colorado
$18K -$12.4K 2 0% Reduced
649
TI
tru Independence
Oregon
$18K $0 1 0% Maintained
650
Citizens Financial Group
Citizens Financial Group
Rhode Island
$17K -$11.9K 1 0% Reduced