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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
651
PCP
Proficio Capital Partners
Massachusetts
$31K -$382 3 0.01% Reduced
652
National Pension Service
National Pension Service
South Korea
$30K $0 1 0% Maintained
653
Quadrant Capital Group
Quadrant Capital Group
Ohio
$28K +$6.52K 4 0.01% Increased
654
BOK Financial
BOK Financial
Oklahoma
$26K +$27.3K 1 0% New
655
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$21K -$16.8K 1 0% Reduced
656
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$21K +$20.1K 2 0% Increased
657
BCM
Blume Capital Management
California
$20K +$5.68K 1 0.01% Increased
658
PCA
Peddock Capital Advisors
Massachusetts
$19K +$20.8K 1 0.01% New
659
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$17K $0 1 0% Maintained
660
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$17K $0 3 0.01% Maintained
661
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$14K +$7.83K 1 0% Increased
662
YWP
YorkBridge Wealth Partners
New York
$13K +$1.48K 2 0.01% Increased
663
PO
Private Ocean
California
$12K +$3.3K 1 0.01% Increased
664
Balentine LLC
Balentine LLC
Georgia
$11K $0 1 0% Maintained
665
MUFG Americas
MUFG Americas
New York
$11K -$12.1K 2 0% Reduced
666
SIA
SeaBridge Investment Advisors
New Jersey
$11K +$10.1K 1 0% New
667
DIA
Davidson Investment Advisors
Montana
$10K -$12.3K 1 0% Reduced
668
FPB
First PREMIER Bank
South Dakota
$9K $0 1 0.01% Maintained
669
PMFA
Plante Moran Financial Advisors
Michigan
$9K -$5.09K 1 0.01% Reduced
670
BTIS
BB&T Investment Services
North Carolina
$8K -$1K 1 0% Reduced
671
HCM
Herndon Capital Management
Georgia
$8K +$520 1 0% Increased
672
AIL
AGF Investments LLC
Ontario, Canada
$6K -$7.37K 1 0% Reduced
673
EWM
Edge Wealth Management
New York
$6K $0 1 0% Maintained
674
RWA
Ropes Wealth Advisors
Massachusetts
$6K $0 1 0% Maintained
675
Simplex Trading
Simplex Trading
Illinois
$6K -$13.2K 1 0% Reduced