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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
1251
AT
American Trust
Kentucky
$0 -$353K 0 – Closed
1252
AWA
Amplius Wealth Advisors
Pennsylvania
$0 -$35K 0 – Closed
1253
AQR Arbitrage
AQR Arbitrage
Connecticut
$0 -$1.49M 0 – Closed
1254
ALAM
Asahi Life Asset Management
Japan
$0 -$381K 0 – Closed
1255
BWP
Baldwin Wealth Partners
Massachusetts
$0 -$36K 0 – Closed
1256
BWFA
Baltimore-Washington Financial Advisors
Maryland
$0 -$3.78M 0 – Closed
1257
Banco Santander
Banco Santander
Spain
$0 -$391K 0 – Closed
1258
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$0 -$678K 0 – Closed
1259
BHWM
Beaird Harris Wealth Management
Texas
$0 -$2K 0 – Closed
1260
BCM
Beck Capital Management
Texas
$0 -$235K 0 – Closed
1261
BC
Belmont Capital
California
$0 -$3.83M 0 – Closed
1262
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$0 -$2.09M 0 – Closed
1263
BA
Bivin & Associates
Oklahoma
$0 -$1K 0 – Closed
1264
BWA
Blodgett Wealth Advisors
California
$0 -$206K 0 – Closed
1265
BTP
Bloom Tree Partners
New York
$0 -$6.95M 0 – Closed
1266
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$0 -$36.9M 0 – Closed
1267
BG
Bollard Group
Massachusetts
$0 -$3K 0 – Closed
1268
Boston Trust Walden
Boston Trust Walden
Massachusetts
$0 -$14M 0 – Closed
1269
Bowen Hanes & Co
Bowen Hanes & Co
Florida
$0 -$4.74M 0 – Closed
1270
Brookfield Corp
Brookfield Corp
Ontario, Canada
$0 -$3.93M 0 – Closed
1271
BC
Burleson & Co
California
$0 -$345 1 0% Reduced
1272
CWM
C2C Wealth Management
Arizona
$0 -$232K 0 – Closed
1273
CCM
CAAS Capital Management
New York
$0 -$382K 0 – Closed
1274
Calamos Advisors
Calamos Advisors
Illinois
$0 -$2.38M 0 – Closed
1275
CWMU
Caliber Wealth Management (Utah)
Utah
$0 -$388K 0 – Closed