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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
PIA
Phoenix Investment Adviser
New York
$124K +$149K 1 0.12% New
652
Evercore Wealth Management
Evercore Wealth Management
New York
$120K -$242K 1 0% Reduced
653
OWA
One Wealth Advisors
California
$119K +$112K 1 0.1% New
654
EARNEST Partners
EARNEST Partners
Georgia
$114K +$104K 2 0% New
655
TSS
Two Sigma Securities
New York
$107K +$33.1K 1 0% Increased
656
Advisory Services Network
Advisory Services Network
Georgia
$105K -$9.29K 3 0.01% Reduced
657
CICI
Capital Investment Counsel Inc
North Carolina
$99K $0 1 0.04% Maintained
658
ID
Integral Derivatives
New York
$99K -$57.7K 1 0% Reduced
659
WhitTier Trust Company
WhitTier Trust Company
Nevada
$99K -$8.8K 1 0.01% Reduced
660
CBOA
Commonwealth Bank of Australia
Australia
$95K +$3.53K 1 0% Increased
661
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$95K -$348 3 0.01% Reduced
662
HCM
Highlander Capital Management
New Jersey
$93K $0 1 0.07% Maintained
663
VCM
Versant Capital Management
Arizona
$84K -$2.56K 3 0.03% Reduced
664
BW
Bison Wealth
Georgia
$82K +$98.7K 1 0.06% New
665
SWA
Sutton Wealth Advisors
Florida
$75.5K $0 3 0.06% Maintained
666
BCM
Bluefin Capital Management
New York
$74K +$89.6K 1 0% New
667
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$74K +$15.4K 1 0% Increased
668
PFA
Pathway Financial Advisors
Vermont
$74K +$67.7K 1 0.04% New
669
Parallel Advisors
Parallel Advisors
California
$70K -$292 2 0.01% Reduced
670
Geneos Wealth Management
Geneos Wealth Management
Colorado
$65K +$57.5K 2 0.01% New
671
Whittier Trust
Whittier Trust
California
$65K $0 2 0% Maintained
672
PCP
Proficio Capital Partners
Massachusetts
$63K -$1.19K 3 0.02% Reduced
673
BOS
Bingham Osborn & Scarborough
California
$62K $0 1 0.01% Maintained
674
MSR
Main Street Research
Connecticut
$62K $0 1 0.01% Maintained
675
HRT Financial
HRT Financial
New York
$61K +$74.6K 1 0.06% New