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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
GIA
Gladstone Institutional Advisory
Florida
$437K +$73.9K 2 0.03% Increased
777
AF
Aldebaran Financial
$434K -$118K 1 0.59% Reduced
778
GLA
Good Life Advisors
Pennsylvania
$433K +$228K 1 0.05% Increased
779
AC
AXQ Capital
New Jersey
$433K -$105K 3 0.54% Reduced
780
AssetMark Inc
AssetMark Inc
California
$432K $0 1 0% Maintained
781
FA
Fortis Advisors
Pennsylvania
$427K +$16.3K 1 0.31% Increased
782
SWM
Salvus Wealth Management
New Jersey
$426K +$166K 1 0.33% Increased
783
IAN
Integrated Advisors Network
Texas
$423K -$176 1 0.02% Reduced
784
LAS
LWM Advisory Services
Florida
$422K +$202K 1 0.45% Increased
785
Hancock Whitney
Hancock Whitney
Mississippi
$418K +$162K 1 0.02% Increased
786
JC
JBF Capital
Colorado
$413K $0 2 0.09% Maintained
787
KTC
Kistler-Tiffany Companies
Pennsylvania
$412K +$405K 2 0.07% Increased
788
IFO
Intrepid Family Office
Florida
$411K $0 1 0.78% Maintained
789
MCM
Morton Capital Management
California
$411K $0 1 0.14% Maintained
790
RCG
Resource Consulting Group
Florida
$409K +$387K 1 0.08% New
791
I
InceptionR
California
$408K +$385K 2 0.22% New
792
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$401K +$46.2K 5 0% Increased
793
MFS
Mirabella Financial Services
United Kingdom
$400K +$114K 1 0.04% Increased
794
BWM
Baron Wealth Management
Michigan
$394K $0 1 0.25% Maintained
795
Stephens Inc
Stephens Inc
Arkansas
$393K -$2.39K 1 0.01% Reduced
796
ESCM
Echo Street Capital Management
New York
$392K +$386K 1 0% New
797
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$391K +$17K 2 0.01% Increased
798
TWM
Tradition Wealth Management
Minnesota
$391K +$14.7K 3 0.05% Increased
799
Glenmede Trust
Glenmede Trust
Pennsylvania
$391K $0 2 0% Maintained
800
DF
Donoghue Forlines
Massachusetts
$388K +$382K 1 0.12% New