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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
HCM
Highlander Capital Management
New Jersey
$80K $0 1 0.05% Maintained
652
HR
Howe & Rusling
New York
$73K +$53.9K 2 0.01% Increased
653
CI Investments Inc
CI Investments Inc
Ontario, Canada
$70K -$197K 1 0% Reduced
654
SWA
Sutton Wealth Advisors
Florida
$68K +$31.1K 4 0.03% Increased
655
TIS
Tortoise Index Solutions
Kansas
$68K +$69.6K 2 0.03% New
656
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$66K +$3.4K 1 0% Increased
657
EI
Ellevest Inc
New York
$66K +$42.3K 1 0.01% Increased
658
OC
Oakworth Capital
Alabama
$63K $0 1 0.01% Maintained
659
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$62.2K +$55.5K 1 0% New
660
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$62K $0 1 0% Maintained
661
FC
FORA Capital
Florida
$61K +$26.8K 1 0.04% Increased
662
Quadrant Capital Group
Quadrant Capital Group
Ohio
$59K +$9.01K 4 0.01% Increased
663
BFC
Bedel Financial Consulting
Indiana
$57K $0 1 0.03% Maintained
664
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$55K +$1.95K 1 0% Increased
665
CCA
Column Capital Advisors
Indiana
$51K $0 1 0.02% Maintained
666
Harvest Fund Management
Harvest Fund Management
China
$51K +$42.7K 1 0% New
667
TCM
Tradewinds Capital Management
Washington
$49K $0 1 0.01% Maintained
668
ED
Exane Derivatives
France
$44.3K $0 1 0.01% Maintained
669
FFC
First Financial Corp
Indiana
$44K $0 1 0.04% Maintained
670
TCTC Holdings
TCTC Holdings
Texas
$43K $0 1 0% Maintained
671
Rockefeller Capital Management
Rockefeller Capital Management
New York
$41K -$628K 6 0% Reduced
672
SSB
Sandy Spring Bank
Maryland
$38K +$33.5K 1 0% New
673
Global Retirement Partners
Global Retirement Partners
California
$37K +$32.9K 1 0.01% New
674
LWM
Liberty Wealth Management
California
$36K $0 2 0.02% Maintained
675
Squarepoint
Squarepoint
New York
$35K -$3.93M 1 0% Reduced