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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
576
Mutual of America Capital Management
Mutual of America Capital Management
New York
$201K +$14.6K 3 0% Increased
577
QT
Quantamental Technologies
New York
$201K +$139K 1 0.13% New
578
Belpointe Asset Management
Belpointe Asset Management
Nevada
$195K +$12.7K 1 0.03% Increased
579
S
Seeyond
France
$192K -$4.36K 1 0.02% Reduced
580
AIM
Axiom Investment Management
New York
$186K $0 1 0.25% Maintained
581
GPGA
Grandeur Peak Global Advisors
Utah
$180K $0 1 0.01% Maintained
582
NIT
NumerixS Investment Technologies
British Columbia, Canada
$175K -$362K 3 0.05% Reduced
583
GAMCO Investors
GAMCO Investors
Connecticut
$171K +$16.2K 1 0% Increased
584
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$169K +$27.3K 3 0.02% Increased
585
CIA
CSat Investment Advisory
Michigan
$167K +$110K 2 0.02% Increased
586
Davenport & Co
Davenport & Co
Virginia
$160K $0 1 0% Maintained
587
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$160K $0 3 0% Maintained
588
Clearstead Advisors
Clearstead Advisors
Ohio
$155K $0 1 0.02% Maintained
589
AIM
Allen Investment Management
New York
$152K $0 1 0% Maintained
590
DGHMC
Dalton, Greiner, Hartman, Maher & Co
New York
$151K -$368K 1 0.01% Reduced
591
MC
Moors & Cabot
Massachusetts
$145K +$13.1K 1 0.02% Increased
592
Tidal Investments
Tidal Investments
Wisconsin
$145K +$107K 1 0.02% Increased
593
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$143K -$94.5K 3 0% Reduced
594
FHA
Flagship Harbor Advisors
Massachusetts
$142K $0 2 0.02% Maintained
595
BCV
Banque Cantonale Vaudoise
Switzerland
$137K $0 1 0.01% Maintained
596
Penserra Capital Management
Penserra Capital Management
California
$137K +$91.6K 3 0.01% Increased
597
Veritable
Veritable
Delaware
$134K $0 1 0% Maintained
598
CWP
CFM Wealth Partners
Texas
$131K $0 1 0.05% Maintained
599
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$129K -$26.9K 2 0% Reduced
600
Private Advisor Group
Private Advisor Group
New Jersey
$128K +$109K 5 0% New