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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
776
FBT
First Bank & Trust
South Dakota
$1.33M -$175K 1 0.26% Reduced
777
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$1.33M +$736K 2 0.03% Increased
778
William Blair & Company
William Blair & Company
Illinois
$1.32M +$334K 3 0% Increased
779
HIM
HGC Investment Management
Ontario, Canada
$1.31M +$1.32M 1 0.47% New
780
AR
Advisory Research
Illinois
$1.31M +$3.73K 1 0.23% Increased
781
AFA
AA Financial Advisors
Ohio
$1.3M +$1.41M 1 0.32% New
782
SCA
Snowden Capital Advisors
New York
$1.29M +$381K 2 0.04% Increased
783
TWM
Tradition Wealth Management
Minnesota
$1.28M +$285K 3 0.11% Increased
784
NICM
Neo Ivy Capital Management
New York
$1.27M +$1.28M 1 0.4% New
785
Sigma Planning Corp
Sigma Planning Corp
Michigan
$1.26M -$109K 2 0.04% Reduced
786
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$1.26M +$19K 2 0.05% Increased
787
SSIM
Sheets Smith Investment Management
Texas
$1.25M -$4.89K 1 1.25% Reduced
788
PWP
Prasad Wealth Partners
Ohio
$1.23M +$870K 2 0.4% Increased
789
MFG
Magnus Financial Group
New York
$1.23M -$70.4K 2 0.12% Reduced
790
SWM
Shelton Wealth Management
Texas
$1.23M +$216K 1 0.67% Increased
791
Miracle Mile Advisors
Miracle Mile Advisors
California
$1.21M -$143K 2 0.02% Reduced
792
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$1.2M $0 1 0.1% Maintained
793
Citizens Financial Group
Citizens Financial Group
Rhode Island
$1.2M -$225K 3 0.02% Reduced
794
IFO
Intrepid Family Office
Florida
$1.19M +$59.7K 1 1.68% Increased
795
Diversify Wealth Management
Diversify Wealth Management
Utah
$1.19M -$286K 2 0.09% Reduced
796
TFA
TPG Financial Advisors
Oregon
$1.18M $0 1 0.52% Maintained
797
RAM
Riggs Asset Management
Pennsylvania
$1.17M +$1.46M 1 0.34% Increased
798
Prospera Financial Services
Prospera Financial Services
Texas
$1.17M +$68K 2 0.03% Increased
799
PIA
Perennial Investment Advisors
California
$1.17M -$18.6K 1 0.13% Reduced
800
HCMT
Highland Capital Management (Tennessee)
Tennessee
$1.17M +$1.31M 2 0.07% Increased