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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
926
OHWP
Oak Harbor Wealth Partners
North Carolina
$345K +$400K 1 0.12% New
927
BHB
Bank Hapoalim BM
Israel
$343K $0 1 0.03% Maintained
928
TWM
Tradition Wealth Management
Minnesota
$343K +$54.9K 2 0.04% Increased
929
RA
Resolute Advisors
California
$341K $0 1 0.01% Maintained
930
RCAG
Rehmann Capital Advisory Group
Michigan
$340K +$14.7K 1 0.03% Increased
931
Harvest Fund Management
Harvest Fund Management
China
$339K -$78.8K 3 0.06% Reduced
932
CMS
Capital Market Strategies
Florida
$337K +$357K 1 0.28% New
933
AIA
Affinity Investment Advisors
California
$333K +$83.1K 1 0.13% Increased
934
GC
Garde Capital
Washington
$332K -$72.7K 1 0.03% Reduced
935
NICM
Neo Ivy Capital Management
New York
$331K +$345K 1 0.48% New
936
LWM
Laidlaw Wealth Management
New York
$330K +$383K 1 0.05% New
937
CIM
CIM Investment Management
Pennsylvania
$329K -$253K 1 0.1% Reduced
938
KA
Kovack Advisors
Florida
$329K +$35K 1 0.03% Increased
939
PDN
Pensionfund DSM Netherlands
Netherlands
$329K $0 1 0.04% Maintained
940
Wealthfront Advisers
Wealthfront Advisers
California
$329K -$886K 1 0% Reduced
941
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$328K -$4.21K 1 0.01% Reduced
942
KCM
KRS Capital Management
Michigan
$326K +$377K 2 0.28% New
943
Lido Advisors
Lido Advisors
California
$326K +$327K 1 0% New
944
Martingale Asset Management
Martingale Asset Management
Massachusetts
$325K $0 1 0% Maintained
945
CWP
CFM Wealth Partners
Texas
$323K $0 1 0.07% Maintained
946
ER
Enlightenment Research
Florida
$321K +$189K 1 0.46% Increased
947
RWA
Redhawk Wealth Advisors
Minnesota
$320K +$320K 1 0.08% New
948
MFW
Meristem Family Wealth
Minnesota
$319K $0 1 0.03% Maintained
949
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$318K +$65.9K 3 0.01% Increased
950
MAM
Meeder Asset Management
Ohio
$317K -$2.23M 6 0.03% Reduced