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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
CC
Corton Capital
Ontario, Canada
$387K +$125K 1 0.18% Increased
802
Gotham Asset Management
Gotham Asset Management
New York
$387K -$895K 2 0.01% Reduced
803
Synovus Financial
Synovus Financial
Georgia
$385K $0 1 0% Maintained
804
HCP
Hexagon Capital Partners
Arkansas
$384K -$13.2K 2 0.1% Reduced
805
CSPAM
Cary Street Partners Asset Management
Virginia
$383K $0 1 0.07% Maintained
806
WI
WBI Investments
New Jersey
$381K -$505K 1 0.07% Reduced
807
CMF
Counterpoint Mutual Funds
California
$374K +$90.7K 2 0.35% Increased
808
MPM
Meritage Portfolio Management
Kansas
$373K +$104K 1 0.03% Increased
809
SageView Advisory Group
SageView Advisory Group
California
$369K +$224 1 0.02% Increased
810
Modera Wealth Management
Modera Wealth Management
New Jersey
$368K $0 1 0.01% Maintained
811
CWMU
Caliber Wealth Management (Utah)
Utah
$366K $0 1 0.25% Maintained
812
HT
Headlands Technologies
Illinois
$363K +$325K 3 0.12% Increased
813
SWM
SeaCrest Wealth Management
New York
$361K +$652 1 0.05% Increased
814
Pinnacle Associates
Pinnacle Associates
New York
$359K $0 1 0.01% Maintained
815
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$358K +$87.2K 2 0.01% Increased
816
Simplicity Solutions
Simplicity Solutions
Minnesota
$357K -$61.8K 2 0.01% Reduced
817
IIA
IPG Investment Advisors
California
$357K -$251K 1 0.08% Reduced
818
HCPC
Hamilton Capital Partners (Canada)
$352K $0 1 0.13% Maintained
819
Perigon Wealth Management
Perigon Wealth Management
California
$348K -$656K 1 0.01% Reduced
820
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$346K +$20.4K 1 0.01% Increased
821
BC
Bridgefront Capital
Texas
$344K -$1.06K 2 0.19% Reduced
822
RSA
River Street Advisors
Illinois
$343K -$6.62K 1 0.33% Reduced
823
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$339K -$47.9K 1 0% Reduced
824
FTDI
First Trust Direct Indexing
Massachusetts
$335K +$65K 3 0.04% Increased
825
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$334K $0 1 0.04% Maintained