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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
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$171K $0 4 0.01% Maintained
927
Merit Financial Group
Merit Financial Group
Georgia
$170K +$53.1K 1 0.01% Increased
928
Quadrant Capital Group
Quadrant Capital Group
Ohio
$168K +$36.1K 8 0.02% Increased
929
CPRC
Consolidated Portfolio Review Corp
New York
$168K $0 1 0.04% Maintained
930
IAP
Indie Asset Partners
Indiana
$167K $0 1 0.18% Maintained
931
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$167K +$130K 1 0% New
932
OHWP
Oak Harbor Wealth Partners
North Carolina
$167K +$130K 1 0.06% New
933
World Investment Advisors
World Investment Advisors
California
$166K +$36.5K 1 0.03% Increased
934
DI
DDFG Inc
California
$166K $0 1 0.06% Maintained
935
KAH
Kathryn A. Hall
$166K +$129K 1 0.05% New
936
RA
Resolute Advisors
California
$165K $0 1 0.02% Maintained
937
BCM
Bourgeon Capital Management
Connecticut
$164K $0 2 0.04% Maintained
938
TCTC Holdings
TCTC Holdings
Texas
$163K $0 1 0.01% Maintained
939
CMS
Capital Market Strategies
Florida
$161K +$134K 1 0.15% New
940
ZIG
Zullo Investment Group
Pennsylvania
$161K -$16.9K 1 0.09% Reduced
941
NAS
NWF Advisory Services
California
$156K $0 1 0.04% Maintained
942
PCM
Pointe Capital Management
Michigan
$154K $0 1 0.12% Maintained
943
Blue Trust Inc
Blue Trust Inc
Georgia
$154K -$52.5K 8 0% Reduced
944
TCM
Tradewinds Capital Management
Washington
$151K $0 2 0.05% Maintained
945
VWA
Visionary Wealth Advisors
Illinois
$151K +$1.98K 1 0.01% Increased
946
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$151K +$118K 1 0.01% New
947
Huntington National Bank
Huntington National Bank
Ohio
$150K +$64.5K 8 0% Increased
948
CSB
City State Bank
Iowa
$149K $0 1 0.08% Maintained
949
AFG
Albion Financial Group
Utah
$149K +$11.7K 2 0.01% Increased
950
EARNEST Partners
EARNEST Partners
Georgia
$148K $0 2 0% Maintained