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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
526
CIBC World Market
CIBC World Market
Ontario, Canada
$375K +$334K 1 0% New
527
WesBanco Bank
WesBanco Bank
West Virginia
$374K $0 1 0.02% Maintained
528
M&T Bank
M&T Bank
New York
$373K +$30.1K 1 0% Increased
529
Sowell Financial Services
Sowell Financial Services
Arkansas
$362K -$125K 1 0.02% Reduced
530
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$358K +$71.6K 1 0% Increased
531
CCM
Cadence Capital Management
Massachusetts
$350K -$1.17M 1 0.08% Reduced
532
MCWS
McKinley Carter Wealth Services
West Virginia
$349K $0 1 0.08% Maintained
533
AE Wealth Management
AE Wealth Management
Kansas
$343K $0 1 0% Maintained
534
WPC
White Pine Capital
Minnesota
$337K +$9.54K 1 0.14% Increased
535
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$335K +$42.2K 1 0% Increased
536
ICM
Invenomic Capital Management
Massachusetts
$334K +$326K 1 0.18% New
537
KPW
Kore Private Wealth
New York
$334K -$5K 1 0.06% Reduced
538
SB
Sunflower Bank
Texas
$334K -$17.9K 1 0.13% Reduced
539
WFI
West Family Investments
California
$334K +$149K 1 0.13% Increased
540
FI
FormulaFolio Investments
Michigan
$332K +$335K 1 0.01% New
541
Phoenix Financial
Phoenix Financial
Israel
$330K +$48K 1 0.01% Increased
542
BWM
BerganKDV Wealth Management
Minnesota
$328K -$203K 1 0.05% Reduced
543
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$327K +$292K 1 0.04% New
544
Bessemer Group
Bessemer Group
New Jersey
$324K -$1.07M 1 0% Reduced
545
GCA
Greenwood Capital Associates
South Carolina
$320K +$324K 1 0.06% New
546
BIM
Bogle Investment Management
Massachusetts
$319K -$199K 1 0.09% Reduced
547
Zacks Investment Management
Zacks Investment Management
Illinois
$315K +$2.36M 1 0.01% Increased
548
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$309K -$231K 1 1.32% Reduced
549
BHB
Bank Hapoalim BM
Israel
$307K -$274K 1 0.01% Reduced
550
LAM
Lingohr Asset Management
Germany
$306K -$35.8K 1 1.08% Reduced