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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
901
PAM
Private Asset Management
California
$258K $0 1 0.04% Maintained
902
EP Wealth Advisors
EP Wealth Advisors
California
$256K -$15.8K 1 0.01% Reduced
903
AIM
Axiom Investment Management
New York
$254K $0 1 0.26% Maintained
904
BCM
Bayesian Capital Management
New York
$252K -$562K 1 0.07% Reduced
905
Quadrature Capital
Quadrature Capital
United Kingdom
$251K -$2.53M 1 0.01% Reduced
906
Aspiriant LLC
Aspiriant LLC
California
$248K +$245K 1 0.01% New
907
BWFA
Baltimore-Washington Financial Advisors
Maryland
$246K +$244K 1 0.02% New
908
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$246K +$249K 1 0.01% New
909
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$245K $0 1 0.02% Maintained
910
FHA
Flagship Harbor Advisors
Massachusetts
$242K $0 1 0.03% Maintained
911
Simplicity Solutions
Simplicity Solutions
Minnesota
$241K +$211K 1 0.04% New
912
CAM
Columbia Asset Management
Michigan
$238K +$235K 1 0.05% New
913
HIM
Hotaling Investment Management
Pennsylvania
$237K +$11.4K 1 0.1% Increased
914
IDA
Intelligence Driven Advisers
California
$237K $0 1 0.05% Maintained
915
AP
Arlington Partners
Alabama
$236K $0 1 0.07% Maintained
916
Inspire Investing
Inspire Investing
Idaho
$233K -$19.1K 1 0.03% Reduced
917
Tiedemann Advisors
Tiedemann Advisors
New York
$232K -$1.52M 1 0.01% Reduced
918
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$231K +$157K 1 0.02% New
919
QT
Quantamental Technologies
New York
$231K -$268K 1 0.15% Reduced
920
ACM
Alethea Capital Management
Washington
$227K $0 1 0.2% Maintained
921
PCC
Perry Creek Capital
New York
$227K -$346K 1 0.03% Reduced
922
GC
Globeflex Capital
California
$225K $0 1 0.05% Maintained
923
EAM
Exos Asset Management
New York
$224K -$23.2K 1 0.12% Reduced
924
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$222K $0 1 0.03% Maintained
925
Verition Fund Management
Verition Fund Management
Connecticut
$221K -$4.59M 1 0% Reduced