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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
Algert Global
Algert Global
California
$136K -$101K 1 0.03% Reduced
677
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$123K +$12.1K 3 0.01% Increased
678
Harvest Fund Management
Harvest Fund Management
China
$119K $0 1 0.02% Maintained
679
PCMC
Paragon Capital Management (Colorado)
Colorado
$114K $0 1 0.1% Maintained
680
Bessemer Group
Bessemer Group
New Jersey
$111K -$29.9K 1 0% Reduced
681
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$110K +$112K 1 0.01% New
682
LFA
Legacy Financial Advisors
Kentucky
$106K -$28.9K 1 0.04% Reduced
683
CICI
Capital Investment Counsel Inc
North Carolina
$105K $0 1 0.04% Maintained
684
SWM
SeaCrest Wealth Management
New York
$104K +$22.6K 3 0.02% Increased
685
WhitTier Trust Company
WhitTier Trust Company
Nevada
$103K -$17.2K 1 0.01% Reduced
686
AIM
Advantage Investment Management
Iowa
$100K -$473K 4 0.07% Reduced
687
CMBA
C.M. Bidwell & Associates
Hawaii
$100K +$105K 1 0.09% New
688
VCM
Versant Capital Management
Arizona
$100K +$1.64K 3 0.04% Increased
689
Penserra Capital Management
Penserra Capital Management
California
$96K -$3.35M 1 0.01% Reduced
690
SWA
Sutton Wealth Advisors
Florida
$95.9K $0 3 0.07% Maintained
691
JA
JOYN Advisors
Georgia
$95K -$339K 4 0.02% Reduced
692
RE
RBC Europe
United Kingdom
$84.7K +$19.8K 2 0.01% Increased
693
HCM
Highlander Capital Management
New Jersey
$84K $0 1 0.05% Maintained
694
Evergreen Capital Management
Evergreen Capital Management
Washington
$79K -$7.45K 1 0.01% Reduced
695
Whittier Trust
Whittier Trust
California
$79K $0 2 0% Maintained
696
BWM
BerganKDV Wealth Management
Minnesota
$77K +$80.3K 1 0.02% New
697
RCAG
Rehmann Capital Advisory Group
Michigan
$74.2K -$2.31K 3 0.01% Reduced
698
ZCA
Zeke Capital Advisors
Pennsylvania
$73K -$1.29M 1 0.01% Reduced
699
PFA
Pathway Financial Advisors
Vermont
$67K $0 1 0.04% Maintained
700
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$65K +$3.02K 6 0.01% Increased