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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
901
WE
Wealth Effects
Massachusetts
$398K +$462K 1 0.17% New
902
Banco Santander
Banco Santander
Spain
$391K -$133K 1 0% Reduced
903
CWC
Carolinas Wealth Consulting
North Carolina
$391K +$248 1 0.09% Increased
904
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$388K -$1.62M 2 0% Reduced
905
CWMU
Caliber Wealth Management (Utah)
Utah
$388K +$539K 1 0.27% New
906
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$388K +$401K 7 0% New
907
Quantinno Capital Management
Quantinno Capital Management
New York
$386K -$410K 1 0.07% Reduced
908
CCM
CAAS Capital Management
New York
$382K -$9.03M 1 0.01% Reduced
909
ALAM
Asahi Life Asset Management
Japan
$381K $0 1 0.05% Maintained
910
Avantax Advisory Services
Avantax Advisory Services
Texas
$381K +$145K 1 0.01% Increased
911
DWA
Dorsey Wright & Associates
California
$378K +$85.8K 4 0.08% Increased
912
GAM
Griffin Asset Management
New York
$378K +$48.1K 1 0.05% Increased
913
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$377K +$1.34K 1 0.01% Increased
914
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$376K -$187K 1 0.02% Reduced
915
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$375K -$14.7M 1 0.01% Reduced
916
PRC
Pearl River Capital
Michigan
$372K -$1.26M 1 0.1% Reduced
917
RIM
Redpoint Investment Management
Australia
$369K $0 1 0.03% Maintained
918
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$362K $0 1 0.01% Maintained
919
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$360K +$38.4K 1 0.01% Increased
920
SOW
State of Wyoming
Wyoming
$358K +$251K 5 0.17% Increased
921
CH
Canton Hathaway
Rhode Island
$356K $0 1 0.1% Maintained
922
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$356K +$132K 1 0.02% Increased
923
Stock Yards Bank & Trust
Stock Yards Bank & Trust
Kentucky
$356K +$413K 1 0.02% New
924
AT
American Trust
Kentucky
$353K +$402K 1 0.03% New
925
CFA
Carroll Financial Associates
North Carolina
$353K +$7.43K 2 0.02% Increased