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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
M&T Bank
M&T Bank
New York
$643K -$17.1K 1 0% Reduced
752
OCM
Orion Capital Management
California
$634K $0 1 0.38% Maintained
753
APP
Alpha Paradigm Partners
Illinois
$629K +$621K 2 0.25% New
754
Raymond James Trust
Raymond James Trust
Florida
$629K +$194K 2 0.02% Increased
755
Parallel Advisors
Parallel Advisors
California
$627K +$24.1K 5 0.03% Increased
756
KCM
Karp Capital Management
California
$625K -$19.8K 1 0.09% Reduced
757
NL
NKCFO LLC
Illinois
$621K +$272K 1 0.21% Increased
758
CIC
Cornercap Investment Counsel
Georgia
$618K $0 1 0.07% Maintained
759
FMT
First Mercantile Trust
Tennessee
$606K -$7.16K 3 0.08% Reduced
760
Allstate Corporation
Allstate Corporation
Illinois
$603K $0 1 0.02% Maintained
761
IA
Insight Advisors
Pennsylvania
$601K +$405K 1 0.18% New
762
NFSG
Newbridge Financial Services Group
Florida
$597K +$184K 3 0.37% Increased
763
CAN
Claraphi Advisory Network
United States
$596K -$609K 1 0.21% Reduced
764
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$596K +$43.1K 1 0.04% Increased
765
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$591K +$72.5K 1 0.03% Increased
766
LMAM
Legg Mason Asset Management
Japan
$589K +$63.8K 1 0.68% Increased
767
KA
Kintegral Advisory
New York
$584K $0 1 0.07% Maintained
768
Mariner
Mariner
Kansas
$583K +$30 1 0% Increased
769
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$576K +$333K 2 0.03% Increased
770
CCP
Clarkston Capital Partners
Michigan
$574K $0 1 0.01% Maintained
771
AFM
Anson Funds Management
Texas
$568K +$565K 1 0.05% New
772
People's United Financial
People's United Financial
Connecticut
$563K +$5.12K 1 0.01% Increased
773
PCA
PL Capital Advisors
Florida
$561K $0 1 0.14% Maintained
774
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$561K -$2.24M 1 0.01% Reduced
775
ST
Sphinx Trading
Illinois
$558K +$529K 2 0.59% New