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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
1076
VSQM
V-Square Quantitative Management
Illinois
$63.6K $0 1 0.03% Maintained
1077
Barings
Barings
North Carolina
$63.6K $0 1 0% Maintained
1078
Farther Finance Advisors
Farther Finance Advisors
California
$62.7K +$8.57K 4 0.01% Increased
1079
GFPC
Global Financial Private Client
Florida
$60.1K +$27.4K 2 0.03% Increased
1080
Geneos Wealth Management
Geneos Wealth Management
Colorado
$58.4K +$29K 2 0% Increased
1081
SSB
Sandy Spring Bank
Maryland
$56.4K -$1.98K 1 0% Reduced
1082
UniSuper Management
UniSuper Management
Australia
$56K $0 1 0% Maintained
1083
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$49.8K $0 1 0% Maintained
1084
OC
Oakworth Capital
Alabama
$49.4K $0 1 0% Maintained
1085
FA
Financial Avengers
California
$48.8K -$14.2K 1 0.03% Reduced
1086
PA
PSI Advisors
Florida
$48.7K +$3.52K 2 0.02% Increased
1087
DMBA
Deseret Mutual Benefit Administrators
Utah
$48.5K -$2.54K 1 0.02% Reduced
1088
MCM
MV Capital Management
Maryland
$46.9K $0 1 0.01% Maintained
1089
GWS
Glassman Wealth Services
Virginia
$45.5K +$6.6K 5 0.01% Increased
1090
PPC
Park Place Capital
Alabama
$42K -$47.9K 1 0.01% Reduced
1091
FCT
First Community Trust
Iowa
$41.5K $0 1 0.05% Maintained
1092
Arax Advisory Partners
Arax Advisory Partners
Colorado
$40.1K +$28 3 0.01% Increased
1093
VCM
Versant Capital Management
Arizona
$40K -$22K 4 0.01% Reduced
1094
POIA
Pin Oak Investment Advisors
Texas
$40K $0 2 0.05% Maintained
1095
NC
NewSquare Capital
Pennsylvania
$40K -$8.99K 1 0% Reduced
1096
GC
Globeflex Capital
California
$39.8K -$25K 1 0% Reduced
1097
LFA
LGT Financial Advisors
Texas
$39.2K +$42.2K 3 0.05% New
1098
MCM
Manchester Capital Management
Vermont
$33.4K $0 1 0.01% Maintained
1099
MPCG
Matrix Private Capital Group
New York
$33.4K $0 1 0.02% Maintained
1100
SIA
Schechter Investment Advisors
Michigan
$29.4K $0 1 0% Maintained