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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
KA
Kintegral Advisory
New York
$121K +$134K 1 0.04% New
677
AIC
Ameritas Investment Company
Nebraska
$115K +$118K 4 0.02% New
678
TSS
Two Sigma Securities
New York
$107K -$569K 1 0% Reduced
679
EARNEST Partners
EARNEST Partners
Georgia
$96K $0 2 0% Maintained
680
SC
Southside Capital
Florida
$96K +$756K 1 0.06% New
681
NIT
NumerixS Investment Technologies
British Columbia, Canada
$90K -$777K 1 0.03% Reduced
682
SWA
Sutton Wealth Advisors
Florida
$86.3K $0 3 0.06% Maintained
683
Whittier Trust
Whittier Trust
California
$84K $0 2 0% Maintained
684
CICI
Capital Investment Counsel Inc
North Carolina
$80K $0 1 0.03% Maintained
685
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$79K $0 1 0% Maintained
686
PCMC
Paragon Capital Management (Colorado)
Colorado
$79K $0 1 0.04% Maintained
687
CHP
Cable Hill Partners
Oregon
$78K +$84.5K 2 0.03% Increased
688
ER
Enlightenment Research
Florida
$78K +$83.7K 2 0.1% New
689
HCM
Highlander Capital Management
New Jersey
$73K $0 1 0.05% Maintained
690
IIM
Ipswich Investment Management
Massachusetts
$70K +$69.1K 1 0.03% New
691
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$70K +$6.47K 5 0.01% Increased
692
LFA
Legacy Financial Advisors
Kentucky
$69K -$80.1K 2 0.03% Reduced
693
AIM
Advantage Investment Management
Iowa
$63K +$9.49K 4 0.05% Increased
694
VCM
Versant Capital Management
Arizona
$63K -$3.71K 3 0.03% Reduced
695
FFC
First Financial Corp
Indiana
$61K -$37.6K 1 0.05% Reduced
696
BWM
BerganKDV Wealth Management
Minnesota
$58K $0 1 0.01% Maintained
697
Parallel Advisors
Parallel Advisors
California
$58K +$14.8K 3 0.01% Increased
698
RE
RBC Europe
United Kingdom
$54.9K $0 2 0.01% Maintained
699
PCG
Private Capital Group
Connecticut
$54K +$15.7K 3 0.01% Increased
700
Geneos Wealth Management
Geneos Wealth Management
Colorado
$52K +$925 2 0% Increased