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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
IMC Chicago
IMC Chicago
Illinois
$1.13M +$1.44M 1 0% New
577
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$1.13M $0 1 0.09% Maintained
578
CWM
Cranbrook Wealth Management
Michigan
$1.12M -$645K 1 0.28% Reduced
579
PCM
Perritt Capital Management
Illinois
$1.11M $0 1 0.67% Maintained
580
OCM
Once Capital Management
New York
$1.1M +$558K 1 1.4% Increased
581
CAM
ClariVest Asset Management
California
$1.09M -$20.5K 2 0.05% Reduced
582
TAM
Tealwood Asset Management
Minnesota
$1.09M -$12.1K 1 0.54% Reduced
583
AC
Aristides Capital
Kentucky
$1.09M +$118K 2 0.75% Increased
584
Atria Wealth Solutions
Atria Wealth Solutions
New York
$1.09M +$536K 1 0.02% Increased
585
EM
ELCO Management
New York
$1.07M $0 2 0.88% Maintained
586
SVCF
Silicon Valley Community Foundation
California
$1.07M +$263K 2 0.08% Increased
587
CF
Convergence Financial
Missouri
$1.05M +$1.35M 1 1.09% New
588
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$1.05M +$33.3K 7 0.01% Increased
589
TCA
Transcend Capital Advisors
New Jersey
$1.05M +$1.31M 2 0.11% Increased
590
FRM
Fox Run Management
Connecticut
$1.03M +$798K 2 0.51% Increased
591
FFM
Forager Funds Management
Australia
$1.02M -$1.61M 1 1.61% Reduced
592
Pathstone Family Office
Pathstone Family Office
New Jersey
$1.02M +$618K 1 0.02% Increased
593
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$1.02M +$189K 2 0.15% Increased
594
Verition Fund Management
Verition Fund Management
Connecticut
$1.01M +$2.21K 2 0.02% Increased
595
BWFA
Baltimore-Washington Financial Advisors
Maryland
$1.01M +$1.29M 1 0.11% New
596
AIM
Allen Investment Management
New York
$1M +$829K 2 0.02% Increased
597
JWA
JFS Wealth Advisors
Pennsylvania
$998K +$248K 3 0.11% Increased
598
FBT
First Bank & Trust
South Dakota
$994K +$570K 1 0.32% Increased
599
APP
Alpha Paradigm Partners
Illinois
$985K +$613K 3 0.41% Increased
600
FC
Fulcrum Capital
Washington
$981K +$212K 1 0.31% Increased