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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
AOWM
Alpha Omega Wealth Management
Virginia
$3.06M $0 1 0.51% Maintained
502
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$3.04M -$109K 3 0.03% Reduced
503
DCM
Divisar Capital Management
California
$3.03M -$7.69M 1 0.56% Reduced
504
NFSG
Newbridge Financial Services Group
Florida
$3.02M +$290K 3 1.47% Increased
505
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$3M +$745K 2 0.04% Increased
506
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$2.99M -$26.3K 9 0.11% Reduced
507
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.96M +$338K 4 0.01% Increased
508
Martingale Asset Management
Martingale Asset Management
Massachusetts
$2.96M +$273K 4 0.06% Increased
509
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$2.94M -$204K 1 0.09% Reduced
510
BP
BBR Partners
New York
$2.94M -$385K 1 0.3% Reduced
511
Achmea Investment Management
Achmea Investment Management
Netherlands
$2.93M -$400K 1 0.06% Reduced
512
SIM
SummerHaven Investment Management
Connecticut
$2.86M +$41K 4 1.84% Increased
513
APF
Alaska Permanent Fund
Alaska
$2.86M -$37K 1 0.05% Reduced
514
OLA
Oliver Luxxe Assets
New Jersey
$2.84M +$64K 1 0.67% Increased
515
PRCP
Pacific Ridge Capital Partners
Oregon
$2.78M +$480K 2 0.56% Increased
516
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$2.78M -$95.7K 6 0.01% Reduced
517
VHAM
Van Hulzen Asset Management
California
$2.78M -$314K 2 0.2% Reduced
518
JIR
James Investment Research
Ohio
$2.76M +$334K 2 0.35% Increased
519
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$2.74M +$865K 6 0.01% Increased
520
NSEDCP
NJ State Employees Deferred Compensation Plan
New Jersey
$2.72M $0 3 0.37% Maintained
521
AR
Advisory Research
Illinois
$2.69M +$645K 2 0.42% Increased
522
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$2.69M +$1.21M 3 0.01% Increased
523
WIM
Wittenberg Investment Management
Massachusetts
$2.69M -$400K 1 0.93% Reduced
524
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.66M +$447K 2 0.03% Increased
525
Gratus Capital
Gratus Capital
Georgia
$2.65M -$18K 1 0.15% Reduced