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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
Summit Trail Advisors
Summit Trail Advisors
New York
$172K -$1.11M 1 0.01% Reduced
877
IGGA
Iron Gate Global Advisors
Utah
$172K $0 1 0.05% Maintained
878
SIA
Soltis Investment Advisors
Utah
$170K $0 1 0.02% Maintained
879
Blue Trust Inc
Blue Trust Inc
Georgia
$169K -$13.9K 8 0% Reduced
880
Credit Agricole
Credit Agricole
France
$169K +$66.5K 2 0% Increased
881
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$168K $0 1 0% Maintained
882
CA
Calton & Associates
Florida
$168K +$106K 1 0.06% Increased
883
Barings
Barings
North Carolina
$166K $0 1 0.01% Maintained
884
SL
Summitry LLC
California
$163K $0 1 0.01% Maintained
885
MIC
Means Investment Company
Maine
$160K -$295K 1 0.03% Reduced
886
FA
Fortis Advisors
Pennsylvania
$160K $0 1 0.12% Maintained
887
Belpointe Asset Management
Belpointe Asset Management
Nevada
$158K +$172K 7 0.01% New
888
PIA
Perennial Investment Advisors
California
$158K +$35.6K 1 0.06% Increased
889
VWA
V Wealth Advisors
Kansas
$155K +$8.93K 1 0.03% Increased
890
WhitTier Trust Company
WhitTier Trust Company
Nevada
$154K -$196K 3 0.01% Reduced
891
Avantax Advisory Services
Avantax Advisory Services
Texas
$153K +$33.3K 1 0% Increased
892
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$153K -$44.8K 1 0.12% Reduced
893
Cantor Fitzgerald
Cantor Fitzgerald
New York
$152K -$1.49M 1 0% Reduced
894
FWM
Foresight Wealth Management
Utah
$151K -$11K 1 2.17% Reduced
895
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$151K -$10.3K 7 0% Reduced
896
GW & Wade
GW & Wade
Massachusetts
$150K +$107K 1 0.01% Increased
897
MIM
Meixler Investment Management
Arizona
$149K -$10.4K 1 0.15% Reduced
898
CD
Chapin Davis
Maryland
$146K +$157K 1 0.08% New
899
Equitable Holdings
Equitable Holdings
New York
$146K -$67.4K 1 0% Reduced
900
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$144K +$52.5K 3 0.01% Increased