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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
CWP
CFM Wealth Partners
Texas
$301K $0 1 0.09% Maintained
752
Gotham Asset Management
Gotham Asset Management
New York
$300K -$109K 1 0.01% Reduced
753
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$298K $0 1 0% Maintained
754
Advisory Services Network
Advisory Services Network
Georgia
$293K +$227K 1 0.01% Increased
755
PIC
Platt Investment Counsel
Florida
$292K +$12.5M 1 0.26% New
756
Private Advisor Group
Private Advisor Group
New Jersey
$292K +$271K 1 0% New
757
FIA
FNY Investment Advisers
New York
$291K -$1.66M 2 0.11% Reduced
758
VCA
Verdence Capital Advisors
Maryland
$289K -$149K 1 0.05% Reduced
759
Harvest Fund Management
Harvest Fund Management
China
$288K +$189K 3 0.03% Increased
760
I
INVST
Indiana
$288K +$234K 1 0.05% New
761
JIR
James Investment Research
Ohio
$288K -$112K 1 0.03% Reduced
762
RIM
Redpoint Investment Management
Australia
$287K $0 1 0.02% Maintained
763
CS
Comerica Securities
Michigan
$285K -$2.18K 1 0.02% Reduced
764
GBT
Grove Bank & Trust
Florida
$285K $0 1 0.07% Maintained
765
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$284K +$263K 1 0.02% New
766
ARTA
A.R.T. Advisors
New York
$283K +$262K 1 1.54% New
767
MAA
Mraz Amerine & Associates
California
$280K -$41.9K 1 0.08% Reduced
768
FA
FDx Advisors
Illinois
$275K -$216K 1 0.01% Reduced
769
MW
MBL Wealth
North Carolina
$271K +$251K 1 0.09% New
770
SC
Sovarnum Capital
New York
$271K +$251K 1 0.2% New
771
APA
American Portfolios Advisors
New York
$270K +$19.1K 5 0.01% Increased
772
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$269K +$63.1K 1 0.01% Increased
773
SL
Summitry LLC
California
$267K +$228K 1 0.02% New
774
Cetera Advisors
Cetera Advisors
Colorado
$250K -$45K 1 0.01% Reduced
775
SSG
Summit Securities Group
New York
$248K +$197K 1 0.03% New