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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
ECG
EPIQ Capital Group
California
$226K +$114K 1 0.11% Increased
877
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$226K +$222K 1 0.07% New
878
BIA
Beacon Investment Advisors
Maryland
$225K +$25.3K 1 0.15% Increased
879
SMC
Smith, Moore & Co
Missouri
$224K $0 1 0.03% Maintained
880
RMCM
Reynders McVeigh Capital Management
Massachusetts
$223K -$167K 1 0.01% Reduced
881
EI
Ellevest Inc
New York
$222K +$58.4K 1 0.02% Increased
882
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$222K +$4.96K 4 0.01% Increased
883
CWG
Cornerstone Wealth Group
North Carolina
$221K +$40.4K 1 0.04% Increased
884
MNBTD
Moody National Bank Trust Division
Texas
$219K $0 1 0.02% Maintained
885
DAM
Delta Asset Management
Tennessee
$218K $0 2 0.02% Maintained
886
MIM
Moseley Investment Management
Florida
$217K +$170K 1 0.13% New
887
Tokio Marine Asset Management
Tokio Marine Asset Management
Japan
$217K $0 1 0.01% Maintained
888
CIM
CIM Investment Management
Pennsylvania
$216K -$274K 1 0.07% Reduced
889
MIG
McGuire Investment Group
Rhode Island
$214K +$45.6K 1 0.04% Increased
890
QL
Quarry LP
New York
$211K +$107K 5 0.07% Increased
891
XWM
Xcel Wealth Management
Florida
$211K -$3.26K 1 0.07% Reduced
892
ZB
Zions Bancorporation
Utah
$210K +$2.31K 2 0.02% Increased
893
MP
MSD Partners
New York
$209K $0 1 0.02% Maintained
894
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$208K -$88.9K 7 0.02% Reduced
895
Vident Investment Advisory
Vident Investment Advisory
Georgia
$208K -$267K 2 0.01% Reduced
896
ACP
Arcus Capital Partners
Georgia
$207K +$196K 1 0.06% New
897
DIP
Davis Investment Partners
North Carolina
$205K -$35.8K 1 0.1% Reduced
898
Donaldson Capital Management
Donaldson Capital Management
Indiana
$203K +$27.8K 1 0.01% Increased
899
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$203K -$412K 1 0% Reduced
900
IEFM
IQ EQ Fund Management
Ireland
$203K +$192K 1 0.04% New