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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
Bailard
Bailard
California
$131K +$129K 1 0.01% New
677
GIA
Gargoyle Investment Advisor
New Jersey
$124K $0 1 0.05% Maintained
678
Harvest Fund Management
Harvest Fund Management
China
$122K $0 1 0.02% Maintained
679
KI
Koch Industries
Kansas
$115K +$113K 1 0.01% New
680
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$115K -$5K 2 0.01% Reduced
681
CICI
Capital Investment Counsel Inc
North Carolina
$108K $0 1 0.04% Maintained
682
WhitTier Trust Company
WhitTier Trust Company
Nevada
$106K $0 1 0.01% Maintained
683
PCMC
Paragon Capital Management (Colorado)
Colorado
$105K +$116K 1 0.05% New
684
AC
Ashler Capital
Illinois
$97K +$107K 1 0.01% New
685
SWA
Sutton Wealth Advisors
Florida
$88.2K $0 3 0.06% Maintained
686
VCM
Versant Capital Management
Arizona
$86K -$2.03K 3 0.04% Reduced
687
HCM
Highlander Capital Management
New Jersey
$85K $0 1 0.05% Maintained
688
SWM
SeaCrest Wealth Management
New York
$84K +$33.2K 3 0.02% Increased
689
Evergreen Capital Management
Evergreen Capital Management
Washington
$81K -$2.03M 1 0.01% Reduced
690
RCAG
Rehmann Capital Advisory Group
Michigan
$74K +$71.6K 3 0.01% New
691
Avantax Planning Partners
Avantax Planning Partners
Iowa
$73K +$71.5K 3 0.01% New
692
BCM
Bluefin Capital Management
New York
$69K +$6.51K 1 0% Increased
693
PFA
Pathway Financial Advisors
Vermont
$69K $0 1 0.04% Maintained
694
Whittier Trust
Whittier Trust
California
$69K $0 2 0% Maintained
695
RE
RBC Europe
United Kingdom
$65.3K $0 1 0.01% Maintained
696
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$65K +$9.16K 6 0.01% Increased
697
Parallel Advisors
Parallel Advisors
California
$63K -$57 2 0.01% Reduced
698
Geneos Wealth Management
Geneos Wealth Management
Colorado
$61K +$3.64K 2 0.01% Increased
699
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$61K -$9.65K 2 0% Reduced
700
PCP
Proficio Capital Partners
Massachusetts
$59K -$315 2 0.02% Reduced