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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
Colony Group
Colony Group
Massachusetts
$709K -$77.2K 1 0.01% Reduced
677
Profund Advisors
Profund Advisors
Maryland
$698K -$371K 1 0.04% Reduced
678
JC
JBF Capital
Colorado
$692K +$59.9K 2 0.17% Increased
679
JGC
J. Goldman & Co
New York
$686K +$931K 1 0.03% New
680
Cetera Advisors
Cetera Advisors
Colorado
$684K +$76.8K 1 0.02% Increased
681
SM
Skaana Management
New York
$681K $0 1 0.15% Maintained
682
SW
Solidarity Wealth
Utah
$681K +$327K 2 0.37% Increased
683
Northside Capital Management
Northside Capital Management
Oregon
$677K +$918K 1 0.21% New
684
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$675K +$6.95K 1 0% Increased
685
Caxton Associates (New York)
Caxton Associates (New York)
New York
$671K +$235K 2 0.07% Increased
686
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$670K -$2.92M 1 0.04% Reduced
687
LCWP
Legacy Capital Wealth Partners
Arkansas
$670K +$6.02K 1 0.34% Increased
688
Lazard Asset Management
Lazard Asset Management
New York
$667K +$295K 9 0% Increased
689
Spire Wealth Management
Spire Wealth Management
Virginia
$664K +$479K 5 0.03% Increased
690
PCA
PL Capital Advisors
Florida
$663K $0 1 0.19% Maintained
691
SC
Sonen Capital
California
$663K $0 1 0.95% Maintained
692
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$661K +$17.4K 3 0% Increased
693
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$659K +$16.9K 1 0.03% Increased
694
Diversified Trust
Diversified Trust
Tennessee
$658K -$224K 1 0.03% Reduced
695
MidWestOne Financial Group
MidWestOne Financial Group
Iowa
$653K -$15.5K 1 0.16% Reduced
696
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$650K -$1.89K 2 3.14% Reduced
697
MFS
Madrona Financial Services
Washington
$648K $0 1 0.38% Maintained
698
BerganKDV Wealth Management
BerganKDV Wealth Management
Minnesota
$644K +$51K 1 0.07% Increased
699
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$642K -$32.3K 1 0.02% Reduced
700
AE Wealth Management
AE Wealth Management
Kansas
$639K -$380K 2 0.01% Reduced