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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
FRM
Fox Run Management
Connecticut
$785K +$17.3K 1 0.63% Increased
502
BCM
Bayesian Capital Management
New York
$778K -$100K 2 0.13% Reduced
503
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$750K +$803K 1 0.45% New
504
QI
Qtron Investments
Massachusetts
$739K +$195K 1 0.43% Increased
505
NIT
NumerixS Investment Technologies
British Columbia, Canada
$731K +$109K 3 0.14% Increased
506
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$729K +$83.6K 1 0.05% Increased
507
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$725K +$184K 2 0.01% Increased
508
WesBanco Bank
WesBanco Bank
West Virginia
$711K +$109K 1 0.03% Increased
509
WAM
World Asset Management
Michigan
$710K -$58.5K 1 0.03% Reduced
510
Davenport & Co
Davenport & Co
Virginia
$708K +$507K 2 0.01% Increased
511
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$707K +$722K 1 0.27% New
512
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$707K +$756K 1 0.06% New
513
UM
Ulysses Management
New York
$699K -$521K 1 0.07% Reduced
514
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$685K -$2.96M 5 0% Reduced
515
ALPS Advisors
ALPS Advisors
Colorado
$682K -$28.9K 2 0.01% Reduced
516
KPW
Kore Private Wealth
New York
$666K +$9.8K 2 0.13% Increased
517
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$658K -$12.2K 1 0.02% Reduced
518
VF
Virtu Financial
New York
$654K +$668K 2 0.06% New
519
NERM
New England Research & Management
Illinois
$652K +$356K 1 0.44% Increased
520
CI
Cavalier Investments
Georgia
$634K $0 1 0.27% Maintained
521
AE Wealth Management
AE Wealth Management
Kansas
$631K +$108K 1 0.01% Increased
522
GJL
Gendell Jeffrey L
$631K -$4.77K 1 0.08% Reduced
523
US Bancorp
US Bancorp
Minnesota
$622K -$52.1K 3 0% Reduced
524
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$618K +$101K 1 0.03% Increased
525
MML Investors Services
MML Investors Services
Massachusetts
$613K -$826K 2 0.01% Reduced