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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
851
JWCA
J.W. Cole Advisors
Florida
$327K +$337K 1 0.03% New
852
LCS
Levin Capital Strategies
New York
$321K +$321K 1 0.03% New
853
AIM
Axiom Investment Management
New York
$320K $0 1 0.25% Maintained
854
Busey Bank
Busey Bank
Illinois
$319K -$88.5K 1 0.01% Reduced
855
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$318K +$327K 2 0.01% New
856
SWA
Stratos Wealth Advisors
Ohio
$317K +$306K 1 0.03% New
857
Jump Financial
Jump Financial
Illinois
$316K +$267K 1 0.03% Increased
858
RIM
Redpoint Investment Management
Australia
$316K $0 1 0.03% Maintained
859
GBT
Grove Bank & Trust
Florida
$314K -$359 1 0.07% Reduced
860
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$313K $0 1 0.02% Maintained
861
Williams Jones Wealth Management
Williams Jones Wealth Management
New York
$313K -$8.64M 1 0% Reduced
862
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$309K $0 5 0% Maintained
863
SMC
Smith, Moore & Co
Missouri
$306K +$241K 1 0.05% New
864
KA
Kovack Advisors
Florida
$305K +$295K 1 0.03% New
865
OFG
Oxford Financial Group
Indiana
$305K $0 1 0.04% Maintained
866
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$304K +$298K 1 0.01% New
867
EAM
Exos Asset Management
New York
$299K +$64.4K 1 0.16% Increased
868
NAM
Nexpoint Asset Management
Texas
$299K +$99.2K 1 0.07% Increased
869
Centiva Capital
Centiva Capital
New York
$297K -$196K 1 0.01% Reduced
870
JIR
James Investment Research
Ohio
$295K $0 1 0.03% Maintained
871
IB
Intrust Bank
Kansas
$292K +$38.5K 1 0.04% Increased
872
PMA
Prudent Man Advisors
Illinois
$287K -$127K 1 0.11% Reduced
873
Xponance
Xponance
Pennsylvania
$287K +$296K 1 0.01% New
874
BHB
Bank Hapoalim BM
Israel
$285K -$18.7K 1 0.03% Reduced
875
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$284K -$142K 1 0.02% Reduced