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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
776
Whittier Trust
Whittier Trust
California
$2K +$1.53K 2 0% Increased
777
RWM
Raffa Wealth Management
District of Columbia
$1.34K $0 1 0% Maintained
778
WQ
Wealth Quarterback
New Jersey
$1.11K +$1.14K 2 0% New
779
DOA
D'Orazio & Associates
Virginia
$1K $0 1 0% Maintained
780
GWS
Glassman Wealth Services
Virginia
$1K +$581 3 0% Increased
781
Gradient Investments
Gradient Investments
Minnesota
$1K $0 1 0% Maintained
782
IRC
Investors Research Corp
Georgia
$1K $0 1 0% Maintained
783
Smithfield Trust
Smithfield Trust
Pennsylvania
$1K -$5K 1 0% Reduced
784
Sowell Financial Services
Sowell Financial Services
Arkansas
$1K -$98.6K 1 0% Reduced
785
TFS
TrustCore Financial Services
Tennessee
$1K +$1.06K 2 0% Increased
786
3C
361 Capital
Colorado
$0 -$905K 0 – Closed
787
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$0 -$16.9M 0 – Closed
788
Allstate Corporation
Allstate Corporation
Illinois
$0 -$1.97M 0 – Closed
789
AWM
Altium Wealth Management
New York
$0 -$206K 0 – Closed
790
AFG
American Financial Group
Ohio
$0 -$12.2M 0 – Closed
791
AIC
Ameritas Investment Company
Nebraska
$0 -$619K 0 – Closed
792
Atria Investments
Atria Investments
North Carolina
$0 -$644K 0 – Closed
793
Azora Capital LP
Azora Capital LP
Florida
$0 -$39.1M 0 – Closed
794
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0 -$8.14M 0 – Closed
795
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$0 -$2.12M 0 – Closed
796
BCA
Bray Capital Advisors
Florida
$0 -$7K 0 – Closed
797
Brown Advisory
Brown Advisory
Maryland
$0 -$200K 0 – Closed
798
CIAS
Capital Investment Advisory Services
North Carolina
$0 -$3K 0 – Closed
799
Capital World Investors
Capital World Investors
California
$0 -$16.2M 0 – Closed
800
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$0 -$22K 0 – Closed