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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
751
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$9K +$8.96K 1 0% New
752
EWM
Edge Wealth Management
New York
$9K +$230 2 0% Increased
753
Huntington National Bank
Huntington National Bank
Ohio
$9K +$4.47K 3 0% Increased
754
PO
Private Ocean
California
$9K $0 1 0% Maintained
755
Xponance
Xponance
Pennsylvania
$9K -$2.86K 1 0% Reduced
756
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$8K +$7.77K 2 0% New
757
VIA
Vantage Investment Advisors
Pennsylvania
$8K $0 1 0% Maintained
758
BWM
Baystate Wealth Management
Massachusetts
$7K +$27 1 0% Increased
759
CHP
Cable Hill Partners
Oregon
$7K -$1.25K 1 0% Reduced
760
PHK
Point72 Hong Kong
Hong Kong
$7K -$254K 1 0% Reduced
761
SNT
Security National Trust
West Virginia
$7K $0 1 0% Maintained
762
SFG
SevenBridge Financial Group
Pennsylvania
$7K $0 1 0% Maintained
763
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$6K -$722K 1 0% Reduced
764
KTC
Kistler-Tiffany Companies
Pennsylvania
$6K $0 1 0% Maintained
765
OIA
Optimum Investment Advisors
Illinois
$6K $0 1 0% Maintained
766
SCM
Stumpf Capital Management
Arizona
$6K $0 1 0.01% Maintained
767
GCM
Gables Capital Management
Florida
$5K $0 1 0% Maintained
768
MCM
MV Capital Management
Maryland
$5K +$5.43K 1 0% New
769
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5.43K 1 0% New
770
VNA
Valley National Advisers
Pennsylvania
$5K +$5.08K 1 0% New
771
BCM
Bluefin Capital Management
New York
$4K +$4.28K 1 0% New
772
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$4K $0 1 0% Maintained
773
NC
NewSquare Capital
Pennsylvania
$4K $0 1 0% Maintained
774
NSIM
North Star Investment Management
Illinois
$4K +$2.31K 1 0% Increased
775
Regions Financial Corp
Regions Financial Corp
Alabama
$4K $0 1 0% Maintained