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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
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$264K -$62.2K 1 0.02% Reduced
852
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$263K -$84.5K 1 0.01% Reduced
853
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$260K +$1.53K 1 0.01% Increased
854
KCM
Karp Capital Management
California
$259K $0 1 0.05% Maintained
855
KCM
Kendall Capital Management
Maryland
$259K +$312K 1 0.14% New
856
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$254K $0 1 0.01% Maintained
857
Westwood Holdings Group
Westwood Holdings Group
Texas
$254K +$267K 1 0% New
858
Independent Financial Group
Independent Financial Group
California
$253K -$343K 1 0.03% Reduced
859
APG
Abacus Planning Group
South Carolina
$252K +$64K 1 0.07% Increased
860
APA
American Portfolios Advisors
New York
$250K +$14.3K 7 0.01% Increased
861
SG
StoneX Group
New York
$249K +$297K 1 0.03% New
862
FTDI
First Trust Direct Indexing
Massachusetts
$245K +$4.23K 1 0.03% Increased
863
WAM
Watershed Asset Management
California
$242K +$24.9K 1 0.3% Increased
864
DP
DDD Partners
Washington
$241K +$319K 2 0.04% New
865
MA
MYDA Advisors
New York
$240K -$457K 1 0.07% Reduced
866
OR
Olympiad Research
Connecticut
$239K -$156K 1 0.11% Reduced
867
SOW
State of Wyoming
Wyoming
$238K +$32.3K 5 0.15% Increased
868
Quantinno Capital Management
Quantinno Capital Management
New York
$237K +$769 1 0.03% Increased
869
Bartlett & Co
Bartlett & Co
Ohio
$236K +$298K 1 0% Increased
870
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$236K +$298K 1 0% Increased
871
SW
SVB Wealth
Massachusetts
$235K +$6.24K 1 0% Increased
872
CIM
CIM Investment Management
Pennsylvania
$233K -$247K 1 0.1% Reduced
873
CWMU
Caliber Wealth Management (Utah)
Utah
$231K +$296K 1 0.18% New
874
CMS
Capital Market Strategies
Florida
$231K $0 1 0.24% Maintained
875
VWM
Vigilare Wealth Management
Arizona
$230K -$259K 1 0.25% Reduced