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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
801
Inspire Investing
Inspire Investing
Idaho
$223K -$360K 1 0.03% Reduced
802
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$220K +$209K 1 0.02% New
803
VF
Virtu Financial
New York
$217K -$832K 1 0.02% Reduced
804
SWM
SeaCrest Wealth Management
New York
$216K +$249K 1 0.03% New
805
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$214K +$183K 1 0.04% New
806
Geneos Wealth Management
Geneos Wealth Management
Colorado
$211K -$36.5K 4 0.01% Reduced
807
UBV
United Bank (Virginia)
Virginia
$211K +$175K 1 0.03% New
808
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$208K +$105K 1 0% Increased
809
EAM
Exos Asset Management
New York
$208K -$571K 1 0.16% Reduced
810
IDA
Intelligence Driven Advisers
California
$208K +$199K 1 0.05% New
811
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$208K +$240K 1 0.01% New
812
ACM
Alethea Capital Management
Washington
$207K +$198K 1 0.13% New
813
BCM
Bayesian Capital Management
New York
$203K +$194K 1 0.05% New
814
Montag & Associates
Montag & Associates
Georgia
$203K +$1.01K 2 0.01% Increased
815
TWM
Tradition Wealth Management
Minnesota
$203K +$36K 1 0.04% Increased
816
BCV
Banque Cantonale Vaudoise
Switzerland
$202K -$100K 1 0.01% Reduced
817
6M
6 Meridian
Kansas
$200K -$288K 1 0.02% Reduced
818
Jefferies Group
Jefferies Group
New York
$199K -$8.04M 1 0% Reduced
819
NAM
Nexpoint Asset Management
Texas
$199K +$223K 1 0.05% New
820
RCM
Rivernorth Capital Management
Florida
$199K $0 1 0.01% Maintained
821
SFP
Sandbox Financial Partners
Maryland
$186K +$213K 1 0.15% New
822
FHC
First Horizon Corporation
Tennessee
$182K +$10.5K 2 0.02% Increased
823
FWM
Focused Wealth Management
New York
$180K +$4.94K 2 0.03% Increased
824
EARNEST Partners
EARNEST Partners
Georgia
$179K $0 2 0% Maintained
825
FCA
FinTrust Capital Advisors
South Carolina
$176K +$167K 1 0.05% New