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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
876
DMBA
Deseret Mutual Benefit Administrators
Utah
$283K +$292K 1 0.07% New
877
AE Wealth Management
AE Wealth Management
Kansas
$280K -$331K 1 0% Reduced
878
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$279K $0 1 0.05% Maintained
879
OFG
OTA Financial Group
New York
$279K +$280K 1 0.31% New
880
AC
Aristides Capital
Kentucky
$277K $0 1 0.07% Maintained
881
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$277K +$29.3K 1 0% Increased
882
Geneos Wealth Management
Geneos Wealth Management
Colorado
$272K +$31.2K 3 0.01% Increased
883
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$271K +$37.1K 1 0.01% Increased
884
OPWM
Oxinas Partners Wealth Management
Indiana
$269K +$185 1 0.15% Increased
885
AIS
AM Investment Strategies
Tennessee
$268K +$1.03K 1 0.07% Increased
886
UBV
United Bank (Virginia)
Virginia
$267K $0 1 0.04% Maintained
887
QTM
qPULA Trading Management
New York
$266K +$274K 1 0.48% New
888
EP Wealth Advisors
EP Wealth Advisors
California
$265K +$273K 1 0.01% New
889
VI
Versor Investments
New York
$265K -$119K 1 0.01% Reduced
890
State of Michigan Retirement System
State of Michigan Retirement System
Michigan
$264K -$66.7K 1 0% Reduced
891
ER
Enlightenment Research
Florida
$262K +$269K 1 0.33% New
892
IMC Chicago
IMC Chicago
Illinois
$262K +$253K 1 0% New
893
DFCM
Dark Forest Capital Management
Puerto Rico
$261K +$260K 2 0.11% New
894
FWSM
First Wilshire Securities Management
California
$257K -$266 1 0.09% Reduced
895
Level Four Advisory Services
Level Four Advisory Services
Texas
$255K +$262K 1 0.02% New
896
QFA
Quattro Financial Advisors
Texas
$253K $0 1 0.07% Maintained
897
UR
USCA RIA
Texas
$249K +$241K 1 0.02% New
898
MTIM
Marathon Trading Investment Management
Pennsylvania
$246K $0 1 0.02% Maintained
899
RFG
Range Financial Group
Oregon
$246K +$241K 1 0.18% New
900
CCP
Corient Capital Partners
California
$242K +$249K 1 0.02% New