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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
SCA
Snowden Capital Advisors
New York
$211K +$179K 1 0.01% New
752
GIM
Grassi Investment Management
California
$211K +$134K 1 0.03% New
753
AE Wealth Management
AE Wealth Management
Kansas
$210K -$231K 1 0% Reduced
754
PCG
Private Capital Group
Connecticut
$208K -$16.9K 2 0.04% Reduced
755
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$207K +$175K 1 0% New
756
FHA
Flagship Harbor Advisors
Massachusetts
$203K +$42K 1 0.03% Increased
757
AIM
Axiom Investment Management
New York
$200K -$181K 1 0.18% Reduced
758
BRWA
B. Riley Wealth Advisors
Florida
$193K +$175K 1 0.01% New
759
NL
NKCFO LLC
Illinois
$188K $0 1 0.07% Maintained
760
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$188K -$42.9K 5 0.01% Reduced
761
Rockefeller Capital Management
Rockefeller Capital Management
New York
$186K +$110K 4 0% Increased
762
OPWM
Oxinas Partners Wealth Management
Indiana
$181K +$160K 1 0.13% New
763
ICP
Interchange Capital Partners
Pennsylvania
$169K +$144K 1 0.09% New
764
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$162K $0 1 0.01% Maintained
765
Dakota Wealth Management
Dakota Wealth Management
Florida
$160K $0 1 0.02% Maintained
766
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$156K +$165K 1 0.05% New
767
CFA
Carroll Financial Associates
North Carolina
$149K -$55.7K 1 0.01% Reduced
768
Montag & Associates
Montag & Associates
Georgia
$149K +$136K 2 0.01% New
769
FCM
Firsthand Capital Management
California
$148K $0 1 0.04% Maintained
770
EARNEST Partners
EARNEST Partners
Georgia
$143K $0 2 0% Maintained
771
GAM
Griffin Asset Management
New York
$143K +$130K 1 0.02% New
772
FWM
Focused Wealth Management
New York
$139K -$21.2K 1 0.03% Reduced
773
FHC
First Horizon Corporation
Tennessee
$138K -$2.59K 2 0.01% Reduced
774
JIC
Joel Isaacson & Co
New York
$137K +$86.8K 1 0.01% New
775
FQ
First Quadrant
California
$128K $0 1 0.01% Maintained