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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
651
MAA
Mraz Amerine & Associates
California
$208K +$22.2K 1 0.07% Increased
652
FPCP
Fort Point Capital Partners
California
$207K +$186K 1 0.08% New
653
CBB
Citizens Business Bank
California
$204K $0 1 0.04% Maintained
654
NL
NWAM LLC
Washington
$204K -$17.1K 1 0.05% Reduced
655
Cetera Advisor Networks
Cetera Advisor Networks
California
$202K +$182K 1 0.01% New
656
CC
Cipher Capital
New York
$201K -$444K 1 0.02% Reduced
657
WCM
Windward Capital Management
California
$201K +$181K 1 0.03% New
658
SignatureFD
SignatureFD
Georgia
$182K +$187K 3 0.02% New
659
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$180K $0 3 0.03% Maintained
660
Davenport & Co
Davenport & Co
Virginia
$177K $0 1 0% Maintained
661
FFC
First Financial Corp
Indiana
$167K $0 1 0.12% Maintained
662
FGAM
Financial Gravity Asset Management
Texas
$163K +$147K 2 0.17% New
663
FGC
Financial Gravity Companies
Texas
$163K -$106K 2 0.17% Reduced
664
FWM
Focused Wealth Management
New York
$163K +$172K 1 0.05% New
665
FC
Fore Capital
New York
$158K $0 1 0.04% Maintained
666
FFW
Fusion Family Wealth
New York
$158K +$1.9K 1 0.05% Increased
667
EARNEST Partners
EARNEST Partners
Georgia
$152K $0 2 0% Maintained
668
Martingale Asset Management
Martingale Asset Management
Massachusetts
$148K -$429K 1 0% Reduced
669
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$147K +$146K 1 0% New
670
Bessemer Group
Bessemer Group
New Jersey
$145K -$18.5K 1 0% Reduced
671
Caprock Group
Caprock Group
Idaho
$143K -$33.1K 1 0.03% Reduced
672
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$136K -$86K 1 0.01% Reduced
673
LFA
Legacy Financial Advisors
Kentucky
$136K -$16.6K 1 0.05% Reduced
674
SCM
Symons Capital Management
Pennsylvania
$135K +$148K 1 0.04% New
675
PCM
Prelude Capital Management
New York
$132K +$10.3K 1 0.01% Increased