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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
Donaldson Capital Management
Donaldson Capital Management
Indiana
$194K $0 1 0.01% Maintained
877
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$194K $0 1 0% Maintained
878
CD
Chapin Davis
Maryland
$193K $0 1 0.1% Maintained
879
CCM
CAAS Capital Management
New York
$191K -$878K 1 0.01% Reduced
880
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$188K +$177K 1 0% New
881
IAP
Indie Asset Partners
Indiana
$187K $0 1 0.22% Maintained
882
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$187K $0 1 0.01% Maintained
883
WIC
Woodmont Investment Counsel
Tennessee
$187K -$43.2K 1 0.02% Reduced
884
RBF Capital
RBF Capital
California
$184K $0 1 0.01% Maintained
885
SOA
Sea Otter Advisors
Florida
$183K +$172K 1 0.09% New
886
MM
Meridian Management
Arkansas
$182K +$182K 1 0.06% New
887
Credit Agricole
Credit Agricole
France
$178K $0 2 0% Maintained
888
CH
Canton Hathaway
Rhode Island
$177K $0 1 0.06% Maintained
889
GWSG
GPS Wealth Strategies Group
Colorado
$177K +$199K 3 0.04% New
890
HIA
Harbor Investment Advisory
Maryland
$174K +$7.58K 3 0.03% Increased
891
DGAM
Desjardins Global Asset Management
Quebec, Canada
$174K -$33.4K 1 0.02% Reduced
892
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$173K +$2.99K 1 0.01% Increased
893
CWC
Carolinas Wealth Consulting
North Carolina
$171K -$23.1K 1 0.04% Reduced
894
KCM
Kendall Capital Management
Maryland
$169K $0 1 0.08% Maintained
895
HCA
Harbour Capital Advisors
Virginia
$167K +$156K 1 0.05% New
896
KC
Kinloch Capital
Virginia
$166K +$8.79K 1 0.1% Increased
897
Cantor Fitzgerald
Cantor Fitzgerald
New York
$166K -$34.1K 1 0% Reduced
898
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$159K -$499 3 0.01% Reduced
899
SOW
State of Wyoming
Wyoming
$159K -$141K 3 0.05% Reduced
900
BIA
Beacon Investment Advisors
Maryland
$157K +$5.87K 1 0.11% Increased