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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
826
Vestmark Advisory Solutions
Vestmark Advisory Solutions
Massachusetts
$2.44M -$2.44M 3 0.02% Reduced
827
Callan Family Office
Callan Family Office
Pennsylvania
$2.43M -$348K 3 0.05% Reduced
828
VHAM
Van Hulzen Asset Management
California
$2.42M -$504K 2 0.17% Reduced
829
OTL
Oak Thistle LLC
New York
$2.4M +$2.42M 1 0.23% New
830
ET
Equitable Trust
Tennessee
$2.4M -$974K 1 0.1% Reduced
831
ORI
Oak Ridge Investments
Illinois
$2.38M +$1.66M 1 0.13% New
832
WW
Waterfront Wealth
Kansas
$2.38M +$12.8K 1 0.37% Increased
833
CAWM
Capital Advisors Wealth Management
Washington
$2.38M +$40.2K 2 0.28% Increased
834
Destination Wealth Management
Destination Wealth Management
California
$2.38M $0 1 0.06% Maintained
835
North Dakota State Investment Board
North Dakota State Investment Board
North Dakota
$2.35M +$57.8K 3 0.1% Increased
836
TGIA
Torrey Growth & Income Advisors
California
$2.34M +$80.8K 1 0.79% Increased
837
FFL
Future Fund LLC
Illinois
$2.34M -$1.38M 1 0.67% Reduced
838
HUB Investment Partners
HUB Investment Partners
Texas
$2.33M +$283K 3 0.04% Increased
839
SAM
Soviero Asset Management
New York
$2.33M +$2.2M 1 0.98% New
840
KCM
Kennondale Capital Management
Virginia
$2.31M $0 1 1.54% Maintained
841
DGM
Delta Global Management
New York
$2.31M -$14.5M 1 0.25% Reduced
842
GCA
Gallagher Capital Advisors
Texas
$2.3M +$2.17M 1 1.31% New
843
1IA
1834 Investment Advisors
Wisconsin
$2.29M -$570K 1 0.26% Reduced
844
Citizens Financial Group
Citizens Financial Group
Rhode Island
$2.27M +$1M 4 0.03% Increased
845
TGCMU
Titan Global Capital Management USA
New York
$2.27M +$53.9K 1 0.29% Increased
846
Vise Technologies
Vise Technologies
New York
$2.26M +$698K 5 0.03% Increased
847
Ethic Inc
Ethic Inc
New York
$2.26M +$217K 3 0.03% Increased
848
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$2.25M +$33.9K 1 0.05% Increased
849
ACM
Adalta Capital Management
New York
$2.23M -$119K 1 0.98% Reduced
850
MP
Mangrove Partners
Connecticut
$2.23M -$679K 4 0.15% Reduced