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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
RFG
Range Financial Group
Oregon
$246K -$37.5K 1 0.16% Reduced
927
Equitable Holdings
Equitable Holdings
New York
$245K +$143K 1 0% Increased
928
GC
Garde Capital
Washington
$245K +$56K 1 0.03% Increased
929
KA
Kovack Advisors
Florida
$245K +$59.7K 1 0.03% Increased
930
AIM
Axiom Investment Management
New York
$244K $0 1 0.53% Maintained
931
Evergreen Capital Management
Evergreen Capital Management
Washington
$242K $0 1 0.01% Maintained
932
RC
Roundview Capital
New Jersey
$242K +$263K 1 0.02% New
933
SAI
Systematic Alpha Investments
New Jersey
$242K +$250K 1 0.01% New
934
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$242K $0 1 0.02% Maintained
935
IRF
IBM Retirement Fund
New York
$241K -$22.7K 1 0.03% Reduced
936
Tiedemann Advisors
Tiedemann Advisors
New York
$241K $0 1 0.01% Maintained
937
VI
Versor Investments
New York
$241K -$162K 1 0.01% Reduced
938
KCM
KRS Capital Management
Michigan
$240K +$50K 1 0.26% Increased
939
AIS
AM Investment Strategies
Tennessee
$238K +$1.56K 1 0.06% Increased
940
DWT
Dorsey & Whitney Trust
South Dakota
$237K +$256K 1 0.02% New
941
Inspire Investing
Inspire Investing
Idaho
$237K +$54.5K 1 0.03% Increased
942
MP
MSD Partners
New York
$236K -$574K 1 0.01% Reduced
943
BHB
Bank Hapoalim BM
Israel
$235K -$57.3K 1 0.02% Reduced
944
OHWP
Oak Harbor Wealth Partners
North Carolina
$235K +$35.1K 1 0.08% Increased
945
PMA
Prudent Man Advisors
Illinois
$235K -$12.3K 1 0.1% Reduced
946
MIM
Meixler Investment Management
Arizona
$234K -$640 1 0.23% Reduced
947
Greenleaf Trust
Greenleaf Trust
Michigan
$232K +$12.8K 1 0% Increased
948
PAM
Private Asset Management
California
$232K $0 1 0.03% Maintained
949
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$231K +$154K 1 0% Increased
950
Laird Norton Wetherby Trust Company
Laird Norton Wetherby Trust Company
Washington
$228K $0 1 0.02% Maintained