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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
551
FWSM
First Wilshire Securities Management
California
$438K $0 1 0.17% Maintained
552
DA
Denali Advisors
California
$437K $0 1 0.07% Maintained
553
GJL
Gendell Jeffrey L
$433K $0 1 0.05% Maintained
554
CEP
Chicago Equity Partners
Illinois
$428K +$441K 1 0.02% New
555
CG
Cutler Group
California
$423K +$167K 5 0.04% Increased
556
VHAM
Van Hulzen Asset Management
California
$423K -$3.38K 1 0.09% Reduced
557
TYCC
Texas Yale Capital Corp
Florida
$407K -$439K 1 0.03% Reduced
558
MML Investors Services
MML Investors Services
Massachusetts
$404K $0 1 0.01% Maintained
559
GAMCO Investors
GAMCO Investors
Connecticut
$402K +$29.1K 1 0% Increased
560
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$401K -$81.7K 1 0.02% Reduced
561
NAM
North American Management
Massachusetts
$401K -$67K 1 0.06% Reduced
562
PM
Precept Management
Texas
$400K -$1.04M 1 0.13% Reduced
563
LIA
LS Investment Advisors
Michigan
$397K -$11.2K 4 0.02% Reduced
564
M&T Bank
M&T Bank
New York
$397K +$47.6K 1 0% Increased
565
AP
Arlington Partners
Alabama
$391K +$436K 1 0.18% New
566
CL
Chubb Ltd
Switzerland
$390K -$8.06K 1 1.93% Reduced
567
CHAM
Clear Harbor Asset Management
Connecticut
$384K +$347K 2 0.08% New
568
WesBanco Bank
WesBanco Bank
West Virginia
$384K $0 1 0.02% Maintained
569
CPO
Cerity Partners OCIO
New York
$381K +$363K 1 0.02% New
570
HT
HighTower Trust
Texas
$376K +$21.9K 1 0.05% Increased
571
KCM
Karp Capital Management
California
$376K $0 1 0.12% Maintained
572
Advisors Capital Management
Advisors Capital Management
New Jersey
$373K +$104K 1 0.02% Increased
573
P8IP
Pier 88 Investment Partners
California
$373K -$431K 1 0.16% Reduced
574
MCWS
McKinley Carter Wealth Services
West Virginia
$371K $0 1 0.1% Maintained
575
FRM
Fox Run Management
Connecticut
$369K +$411K 1 0.25% New