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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
501
Brighton Jones LLC
Brighton Jones LLC
Washington
$930K +$1.03M 1 0.11% New
502
IFP Advisors
IFP Advisors
Florida
$929K +$900K 3 0.06% New
503
WBC
Westpac Banking Corp
Australia
$926K $0 1 0.01% Maintained
504
Daiwa Securities Group
Daiwa Securities Group
Japan
$923K $0 1 0.01% Maintained
505
Brinker Capital
Brinker Capital
Pennsylvania
$922K +$246K 1 0.03% Increased
506
GPGA
Grandeur Peak Global Advisors
Utah
$920K -$314K 2 0.1% Reduced
507
Gotham Asset Management
Gotham Asset Management
New York
$919K +$512K 2 0.02% Increased
508
CIM
Cowen Investment Management
New York
$914K +$911K 1 0.27% New
509
CCP
Clarkston Capital Partners
Michigan
$909K $0 1 0.03% Maintained
510
3C
361 Capital
Colorado
$905K +$885K 1 0.17% New
511
AC
Avenir Corporation
Virginia
$900K $0 1 0.09% Maintained
512
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$892K +$824K 1 0.01% New
513
Oberweis Asset Management
Oberweis Asset Management
Illinois
$887K +$575K 1 0.2% Increased
514
Martingale Asset Management
Martingale Asset Management
Massachusetts
$879K -$224K 1 0.01% Reduced
515
LAM
Lingohr Asset Management
Germany
$875K -$193K 1 0.88% Reduced
516
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$845K $0 8 0.04% Maintained
517
FRM
Fox Run Management
Connecticut
$834K +$446K 1 0.76% Increased
518
WAM
World Asset Management
Michigan
$832K +$33.7K 1 0.04% Increased
519
EULAV Asset Management
EULAV Asset Management
Florida
$831K $0 1 0.03% Maintained
520
Wedbush Securities
Wedbush Securities
California
$816K +$54.4K 2 0.08% Increased
521
Advisory Services Network
Advisory Services Network
Georgia
$793K +$25.3K 4 0.05% Increased
522
HAM
Highstreet Asset Management
Ontario, Canada
$777K +$759K 1 0.04% New
523
Natixis Advisors
Natixis Advisors
Massachusetts
$777K -$86.5K 1 0.01% Reduced
524
HPWM
Highland Private Wealth Management
Washington
$773K -$58.5K 1 0.22% Reduced
525
CHAM
Clear Harbor Asset Management
Connecticut
$772K +$495K 3 0.15% Increased