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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
JIP
Jaffetilchin Investment Partners
Florida
$860K -$7.22K 2 0.1% Reduced
627
IFWM
Institute for Wealth Management
Colorado
$846K +$405K 1 0.17% Increased
628
FIM
Freedom Investment Management
Connecticut
$845K -$471K 2 0.09% Reduced
629
ZA
Zazove Associates
Nevada
$843K +$67.6K 1 0.08% Increased
630
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$842K +$271K 3 0.06% Increased
631
Gotham Asset Management
Gotham Asset Management
New York
$838K +$557K 4 0.03% Increased
632
SIA
Schechter Investment Advisors
Michigan
$838K -$213 2 0.08% Reduced
633
Connectus Wealth
Connectus Wealth
Ohio
$834K +$139K 1 0.02% Increased
634
SCGDR
Sharp Capital Gestora de Recursos
Brazil
$831K +$1.13M 1 0.48% New
635
BCM
Barden Capital Management
Texas
$829K +$2.68K 1 0.9% Increased
636
MA
Mutual Advisors
Nebraska
$827K -$18.5K 2 0.05% Reduced
637
TSS
Two Sigma Securities
New York
$827K +$460K 2 0.03% Increased
638
Mizuho Markets Americas
Mizuho Markets Americas
New York
$823K -$9.96M 1 0.06% Reduced
639
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$819K -$235K 2 0.02% Reduced
640
MIC
Meridian Investment Counsel
California
$818K $0 1 0.34% Maintained
641
First National Trust
First National Trust
Pennsylvania
$812K +$3.6K 2 0.05% Increased
642
WGCA
Wolf Group Capital Advisors
Virginia
$811K +$2.28K 1 0.42% Increased
643
MCWS
McKinley Carter Wealth Services
West Virginia
$805K $0 1 0.07% Maintained
644
PRC
Pearl River Capital
Michigan
$801K +$960K 2 0.19% New
645
JAMONY
Jacob Asset Management of New York
California
$795K -$436K 1 0.8% Reduced
646
Advent Capital Management
Advent Capital Management
New York
$791K +$1.01M 1 0.01% New
647
HPM
Hudson Portfolio Management
New York
$786K -$10.1K 1 0.81% Reduced
648
ACM
AlphaStar Capital Management
North Carolina
$785K +$322K 1 0.07% Increased
649
BC
Barnett & Company
Tennessee
$784K $0 1 0.63% Maintained
650
BOK Financial
BOK Financial
Oklahoma
$782K +$862K 1 0.02% New