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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
626
VAM
Verity Asset Management
North Carolina
$202K +$170K 1 0.15% New
627
MAA
Mraz Amerine & Associates
California
$201K +$183K 1 0.06% New
628
PTC
Petrus Trust Company
Texas
$201K +$196K 1 0.05% New
629
CCB
Cutter & Co Brokerage
Missouri
$200K +$182K 1 0.08% New
630
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$197K $0 2 0.01% Maintained
631
NIT
NumerixS Investment Technologies
British Columbia, Canada
$187K +$8.94K 2 0.04% Increased
632
FC
Fore Capital
New York
$186K +$224K 1 0.07% New
633
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$184K $0 3 0.03% Maintained
634
Caprock Group
Caprock Group
Idaho
$177K +$32.3K 1 0.03% Increased
635
Bessemer Group
Bessemer Group
New Jersey
$174K -$1.09M 1 0% Reduced
636
FFC
First Financial Corp
Indiana
$172K $0 1 0.11% Maintained
637
Inspire Investing
Inspire Investing
Idaho
$169K +$157K 2 0.14% New
638
IP
Intellectus Partners
California
$165K $0 1 0.06% Maintained
639
GTAM
Global Trust Asset Management
Florida
$163K +$149K 1 0.12% New
640
Davenport & Co
Davenport & Co
Virginia
$162K $0 1 0% Maintained
641
LFA
Legacy Financial Advisors
Kentucky
$161K +$147K 1 0.07% New
642
CMBA
C.M. Bidwell & Associates
Hawaii
$159K $0 1 0.14% Maintained
643
FFW
Fusion Family Wealth
New York
$159K +$110K 1 0.04% Increased
644
GIA
Gargoyle Investment Advisor
New Jersey
$155K -$160K 1 0.06% Reduced
645
HR
Howe & Rusling
New York
$155K $0 3 0.03% Maintained
646
DIA
Denver Investment Advisors
Colorado
$151K $0 1 0.01% Maintained
647
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$146K -$1.2M 4 0.02% Reduced
648
Harvest Fund Management
Harvest Fund Management
China
$132K +$120K 1 0.02% New
649
PCM
Prelude Capital Management
New York
$131K -$119K 1 0.01% Reduced
650
MA
MANA Advisors
New York
$126K +$152K 1 0.05% New