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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
Clearstead Advisors
Clearstead Advisors
Ohio
$213K +$205K 1 0.03% New
652
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$210K +$16.9K 2 0% Increased
653
BCV
Banque Cantonale Vaudoise
Switzerland
$209K +$215K 1 0.01% New
654
KCPG
Kavar Capital Partners Group
Kansas
$209K +$223K 1 0.08% New
655
MA
MANA Advisors
New York
$209K +$214K 1 0.7% New
656
Ethic Inc
Ethic Inc
New York
$208K +$212K 1 0.15% New
657
FM
Foster & Motley
Ohio
$208K +$15.7K 1 0.03% Increased
658
SignatureFD
SignatureFD
Georgia
$208K +$41.3K 3 0.02% Increased
659
TW
Transform Wealth
Colorado
$208K -$112K 1 0.03% Reduced
660
FA
FDx Advisors
Illinois
$206K +$211K 1 0.01% New
661
CWP
CFM Wealth Partners
Texas
$205K +$208K 1 0.08% New
662
GPGA
Grandeur Peak Global Advisors
Utah
$204K -$733K 1 0.02% Reduced
663
Chartwell Investment Partners
Chartwell Investment Partners
Pennsylvania
$202K +$17K 1 0.01% Increased
664
Eagle Global Advisors
Eagle Global Advisors
Texas
$202K $0 1 0.01% Maintained
665
Centiva Capital
Centiva Capital
New York
$201K -$333K 1 0.01% Reduced
666
CMBA
C.M. Bidwell & Associates
Hawaii
$195K -$822K 2 0.18% Reduced
667
Belpointe Asset Management
Belpointe Asset Management
Nevada
$192K -$504K 1 0.02% Reduced
668
New Mexico Educational Retirement Board
New Mexico Educational Retirement Board
New Mexico
$191K $0 1 0.01% Maintained
669
CIA
CSat Investment Advisory
Michigan
$190K +$3.56K 2 0.05% Increased
670
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$188K +$58.3K 1 0.01% Increased
671
OC
Oakworth Capital
Alabama
$187K $0 1 0.03% Maintained
672
FMT
First Mercantile Trust
Tennessee
$186K -$5.99K 2 0.02% Reduced
673
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$179K -$362K 8 0.01% Reduced
674
RCM
Riverpark Capital Management
New York
$178K $0 1 0.16% Maintained
675
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$167K $0 1 0% Maintained