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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
876
LCS
Levin Capital Strategies
New York
$334K -$188K 1 0.03% Reduced
877
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$330K $0 1 0.01% Maintained
878
SSWM
Sheets Smith Wealth Management
North Carolina
$330K +$336K 1 0.05% New
879
MCC
Money Concepts Capital
Florida
$329K +$353K 5 0.02% New
880
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$329K +$79K 2 0.01% Increased
881
AWM
Alterna Wealth Management
Texas
$325K +$151K 1 0.27% Increased
882
CMS
Capital Market Strategies
Florida
$325K $0 1 0.28% Maintained
883
C
CEDRUS
Colorado
$322K +$56.7K 1 0.29% Increased
884
DWA
Dorsey Wright & Associates
California
$318K -$43.6K 4 0.07% Reduced
885
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$315K -$11K 1 0.01% Reduced
886
MIM
Moseley Investment Management
Florida
$315K +$27.6K 1 0.17% Increased
887
FTDI
First Trust Direct Indexing
Massachusetts
$313K -$71.8K 1 0.04% Reduced
888
RCAG
Rehmann Capital Advisory Group
Michigan
$310K -$189 1 0.03% Reduced
889
CAN
Claraphi Advisory Network
United States
$306K -$249K 1 0.09% Reduced
890
Quantinno Capital Management
Quantinno Capital Management
New York
$306K -$15.5K 1 0.05% Reduced
891
GC
Globeflex Capital
California
$301K +$77.5K 2 0.06% Increased
892
Dakota Wealth Management
Dakota Wealth Management
Florida
$298K +$323K 1 0.02% New
893
IF
Intrua Financial
Texas
$298K +$113K 1 0.05% Increased
894
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$297K -$1.98K 1 0.01% Reduced
895
Twin Tree Management
Twin Tree Management
Texas
$297K +$323K 1 0% New
896
AGM
Alpine Global Management
New York
$295K -$5.37M 1 0.07% Reduced
897
Harvest Fund Management
Harvest Fund Management
China
$294K -$15K 3 0.06% Reduced
898
PVH
Psagot Value Holdings
Israel
$293K +$282K 2 0.06% Increased
899
MW
MBL Wealth
North Carolina
$290K +$315K 1 0.07% New
900
CWP
CFM Wealth Partners
Texas
$289K $0 1 0.07% Maintained