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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
976
SOW
State of Wyoming
Wyoming
$131K -$6.95K 3 0.08% Reduced
977
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$131K +$90.4K 2 0.1% Increased
978
TAL
TIG Advisors LLC
New York
$130K -$1.2M 1 0.01% Reduced
979
PCG
Private Capital Group
Connecticut
$127K +$7.72K 3 0.03% Increased
980
TCTC Holdings
TCTC Holdings
Texas
$127K $0 1 0.01% Maintained
981
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$122K $0 2 0% Maintained
982
Huntington National Bank
Huntington National Bank
Ohio
$122K +$111K 4 0% Increased
983
GWMIA
Global Wealth Management Investment Advisory
Florida
$121K +$120K 1 0.04% New
984
TI
Telemetry Investments
New York
$121K +$175K 1 0.16% New
985
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$120K +$122K 1 0% New
986
Smithfield Trust
Smithfield Trust
Pennsylvania
$115K $0 1 0.01% Maintained
987
BCA
Berman Capital Advisors
Georgia
$114K +$35.5K 5 0.02% Increased
988
BFC
Bedel Financial Consulting
Indiana
$112K $0 1 0.04% Maintained
989
TJHA
Thomas J. Herzfeld Advisors
Florida
$112K +$123K 2 0.05% New
990
LS
Leelyn Smith
Illinois
$109K $0 1 0.03% Maintained
991
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$108K +$32.5K 1 0.01% Increased
992
FGAM
Financial Gravity Asset Management
Texas
$103K +$10.4K 2 0.05% Increased
993
NFG
Next Financial Group
Texas
$97K +$11.2K 3 0.01% Increased
994
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$95K $0 1 0.06% Maintained
995
FFC
First Financial Corp
Indiana
$94K $0 1 0.06% Maintained
996
HMS
Hanseatic Management Services
New Mexico
$92K +$16.2K 1 0.16% Increased
997
Arax Advisory Partners
Arax Advisory Partners
Colorado
$82K +$29.8K 3 0.01% Increased
998
EI
Ellevest Inc
New York
$79K -$47.6K 1 0.01% Reduced
999
FMP
Financial Management Professionals
Texas
$77K +$71.1K 1 0.02% New
1000
IFAM
Institutional & Family Asset Management
Colorado
$76K $0 1 0.01% Maintained