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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
LI
Leap Investments
Illinois
$205K -$834K 1 0.3% Reduced
552
Parallel Advisors
Parallel Advisors
California
$205K +$123K 5 0.02% Increased
553
Park Avenue Securities
Park Avenue Securities
New York
$203K +$80.3K 1 0.02% Increased
554
TPA
Trivium Point Advisory
Connecticut
$202K +$281K 1 0.1% New
555
M&T Bank
M&T Bank
New York
$201K -$80.3K 1 0% Reduced
556
LIA
LS Investment Advisors
Michigan
$200K -$144K 4 0.01% Reduced
557
BCM
Bayesian Capital Management
New York
$198K -$335K 1 0.04% Reduced
558
CHC
City Holding Co
West Virginia
$198K -$6K 1 0.06% Reduced
559
CCM
Cadence Capital Management
Massachusetts
$197K +$360K 1 0.03% New
560
Alpha Cubed Investments
Alpha Cubed Investments
California
$194K $0 1 0.02% Maintained
561
ALAM
Asahi Life Asset Management
Japan
$194K +$353K 1 0.03% New
562
Busey Bank
Busey Bank
Illinois
$194K -$7.36K 1 0.02% Reduced
563
FBT
First Bank & Trust
South Dakota
$194K +$26.7K 1 0.17% Increased
564
MAA
Mraz Amerine & Associates
California
$193K +$119K 1 0.08% Increased
565
Rafferty Asset Management
Rafferty Asset Management
New York
$193K -$1.29M 1 0.01% Reduced
566
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$192K +$108K 1 0.02% Increased
567
JIP
Jaffetilchin Investment Partners
Florida
$190K $0 1 0.07% Maintained
568
Caxton Associates (New York)
Caxton Associates (New York)
New York
$188K -$199K 1 0.03% Reduced
569
FMT
First Mercantile Trust
Tennessee
$187K +$64.6K 3 0.03% Increased
570
IRF
IBM Retirement Fund
New York
$187K +$90.1K 1 0.03% Increased
571
EMG
Ellington Management Group
Connecticut
$185K -$114K 1 0.04% Reduced
572
Prospera Financial Services
Prospera Financial Services
Texas
$183K +$106K 1 0.02% Increased
573
ExodusPoint Capital Management
ExodusPoint Capital Management
New York
$182K -$1.15M 1 0.01% Reduced
574
KCM
Karp Capital Management
California
$180K $0 1 0.06% Maintained
575
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$177K -$108K 2 0% Reduced