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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
676
HSA
Hussman Strategic Advisors
Maryland
$59K $0 1 0.02% Maintained
677
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$56K +$28.8K 6 0.01% Increased
678
JGC
J. Goldman & Co
New York
$54K -$4.66M 1 0% Reduced
679
FRA
Front Row Advisors
California
$53K +$47.9K 1 0.04% New
680
MSFP
Mark Sheptoff Financial Planning
Connecticut
$53K +$15.9K 2 0.03% Increased
681
SWM
SeaCrest Wealth Management
New York
$53K +$48.2K 3 0.01% New
682
PCG
Private Capital Group
Connecticut
$50K +$64.5K 2 0.01% New
683
RE
RBC Europe
United Kingdom
$48.1K $0 1 0.01% Maintained
684
FANJ
Financial Architects (New Jersey)
New Jersey
$42K $0 1 0.01% Maintained
685
TPWA
TRUE Private Wealth Advisors
Oregon
$41K $0 1 0.01% Maintained
686
Glenmede Trust
Glenmede Trust
Pennsylvania
$40K +$18.8K 3 0% Increased
687
CA
Calton & Associates
Florida
$39K +$32.5K 1 0.01% New
688
DCM
Delpha Capital Management
New York
$34K +$31.2K 2 0.04% New
689
CAW
Cornerstone Advisors (Washington)
Washington
$31K -$27K 1 0.02% Reduced
690
Quadrant Capital Group
Quadrant Capital Group
Ohio
$30K $0 4 0.01% Maintained
691
AIL
AGF Investments LLC
Ontario, Canada
$26K +$17.1K 1 0% Increased
692
MCM
Mainstay Capital Management
Michigan
$25K +$22.3K 1 0.02% New
693
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$21K +$3.93K 2 0% Increased
694
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$19K +$17.5K 2 0% New
695
WTB
Washington Trust Bank
Washington
$19K $0 1 0% Maintained
696
YWP
YorkBridge Wealth Partners
New York
$19K +$522 2 0.01% Increased
697
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$18K +$80 1 0% Increased
698
JFA
JNBA Financial Advisors
Minnesota
$17K $0 1 0% Maintained
699
APA
American Portfolios Advisors
New York
$16.8K +$15.7K 2 0% New
700
Balentine LLC
Balentine LLC
Georgia
$16K $0 1 0% Maintained