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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
CFA
Cahill Financial Advisors
Minnesota
$230K -$50.6K 1 0.03% Reduced
977
Evergreen Capital Management
Evergreen Capital Management
Washington
$229K $0 1 0.01% Maintained
978
PIA
Panoramic Investment Advisors
Colorado
$229K +$59.6K 1 0.2% Increased
979
CRI
Colonial River Investments
Virginia
$228K +$183K 1 0.14% New
980
GGA
Granite Group Advisors
Connecticut
$228K +$160K 1 0.16% New
981
TCOO
Trust Company of Oklahoma
Oklahoma
$227K +$182K 1 0.09% New
982
BCM
Bourgeon Capital Management
Connecticut
$226K $0 2 0.05% Maintained
983
Park Avenue Securities
Park Avenue Securities
New York
$224K +$179K 1 0% New
984
HIA
Harbor Investment Advisory
Maryland
$222K $0 1 0.03% Maintained
985
EI
Ellevest Inc
New York
$221K +$215K 1 0.02% New
986
DI
Diligent Investors
California
$220K -$72.2K 1 0.06% Reduced
987
APW
Axim Planning & Wealth
Ohio
$219K +$23.1K 1 0.2% Increased
988
MTIM
Marathon Trading Investment Management
Pennsylvania
$210K -$157K 1 0.01% Reduced
989
I
InceptionR
California
$209K -$38.9K 1 0.15% Reduced
990
TCA
Transcend Capital Advisors
New Jersey
$208K $0 2 0.02% Maintained
991
APW
Aurora Private Wealth
New Jersey
$208K +$167K 1 0.2% New
992
LTAS
Linden Thomas Advisory Services
North Carolina
$207K +$166K 1 0.04% New
993
BIA
Beacon Investment Advisors
Maryland
$207K +$5.48K 1 0.13% Increased
994
Raymond James Trust
Raymond James Trust
Florida
$205K +$157K 1 0.01% New
995
Harvest Fund Management
Harvest Fund Management
China
$205K -$637K 3 0.03% Reduced
996
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$204K +$148K 1 0% Increased
997
Synovus Financial
Synovus Financial
Georgia
$204K $0 1 0% Maintained
998
NG
Norden Group
Utah
$203K -$15.9K 1 0.04% Reduced
999
SWA
Stratos Wealth Advisors
Ohio
$203K -$26.5K 1 0.01% Reduced
1000
OFS
OneAscent Financial Services
Alabama
$203K -$101K 1 0.03% Reduced