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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
NAM
NorthCoast Asset Management
Connecticut
$323K -$211K 1 0.02% Reduced
502
SFM
Systematic Financial Management
New Jersey
$322K -$279K 1 0.02% Reduced
503
CL
Chubb Ltd
Switzerland
$320K $0 1 1.14% Maintained
504
Commerce Bank
Commerce Bank
Missouri
$318K +$14.4K 1 0% Increased
505
WPC
White Pine Capital
Minnesota
$318K +$219K 1 0.13% New
506
CFA
Carroll Financial Associates
North Carolina
$317K +$237K 1 0.03% Increased
507
CFSG
Clark Financial Services Group
Missouri
$315K +$160K 1 0.49% New
508
Daiwa Securities Group
Daiwa Securities Group
Japan
$315K $0 1 0.01% Maintained
509
Diversified Trust
Diversified Trust
Tennessee
$311K +$215K 1 0.02% New
510
WesBanco Bank
WesBanco Bank
West Virginia
$311K $0 1 0.02% Maintained
511
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$305K $0 3 0% Maintained
512
CA
Continental Advisors
Utah
$304K -$2.03M 1 0.16% Reduced
513
PCA
PL Capital Advisors
Florida
$299K -$2.42M 1 0.13% Reduced
514
PHK
Point72 Hong Kong
Hong Kong
$299K +$176K 1 0.03% Increased
515
Gotham Asset Management
Gotham Asset Management
New York
$292K -$356K 1 0.01% Reduced
516
MCWS
McKinley Carter Wealth Services
West Virginia
$291K $0 1 0.07% Maintained
517
KPW
Kore Private Wealth
New York
$290K -$37.6K 2 0.06% Reduced
518
AE Wealth Management
AE Wealth Management
Kansas
$285K +$288K 1 0% New
519
SB
Sunflower Bank
Texas
$280K +$240K 1 0.11% New
520
IWP
Icon Wealth Partners
Texas
$279K +$192K 1 0.07% New
521
LAM
Lingohr Asset Management
Germany
$277K -$9.85K 1 1.12% Reduced
522
Parallel Advisors
Parallel Advisors
California
$277K -$9.19K 4 0.02% Reduced
523
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$276K +$267K 1 0% New
524
Banco Santander
Banco Santander
Spain
$273K +$234K 1 0% New
525
SignatureFD
SignatureFD
Georgia
$272K +$76.5K 3 0.02% Increased