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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
701
VCM
Versant Capital Management
Arizona
$76K -$41.5K 3 0.03% Reduced
702
RE
RBC Europe
United Kingdom
$72.6K $0 2 0.01% Maintained
703
FQ
First Quadrant
California
$71K +$66.1K 1 0% New
704
BWM
BerganKDV Wealth Management
Minnesota
$70K $0 1 0.02% Maintained
705
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$69K +$72.6K 5 0% New
706
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$68K +$1.92K 5 0.01% Increased
707
ZB
Zions Bancorporation
Utah
$68K +$15.4K 1 0.02% Increased
708
CFGS
Concourse Financial Group Securities
Alabama
$66K +$71.2K 2 0.02% New
709
AIM
Advantage Investment Management
Iowa
$65K -$35.5K 4 0.04% Reduced
710
JA
JOYN Advisors
Georgia
$64K -$20.3K 4 0.01% Reduced
711
Geneos Wealth Management
Geneos Wealth Management
Colorado
$61K +$81 2 0% Increased
712
CBT
Capital Bank & Trust
California
$60K $0 2 0% Maintained
713
HR
Howe & Rusling
New York
$60K -$134K 2 0.01% Reduced
714
IP
Intellectus Partners
California
$58K $0 1 0.02% Maintained
715
PCP
Proficio Capital Partners
Massachusetts
$57K -$380 2 0.02% Reduced
716
Parallel Advisors
Parallel Advisors
California
$55K -$9.4K 3 0.01% Reduced
717
APA
American Portfolios Advisors
New York
$51K -$17.1K 2 0.01% Reduced
718
TPWA
TRUE Private Wealth Advisors
Oregon
$47.5K +$8.93K 2 0.01% Increased
719
RCAG
Rehmann Capital Advisory Group
Michigan
$47K -$26.1K 3 0.01% Reduced
720
PCG
Private Capital Group
Connecticut
$45K -$659 3 0.01% Reduced
721
MWPCG
Measured Wealth Private Client Group
New Hampshire
$42K +$43.1K 1 0.03% New
722
MSFP
Mark Sheptoff Financial Planning
Connecticut
$41K $0 1 0.03% Maintained
723
WCM
Whitener Capital Management
North Carolina
$39K +$39.1K 1 0.03% New
724
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$38K +$42.3K 1 0% New
725
GP
Girard Partners
Pennsylvania
$37K +$41.6K 2 0.01% New