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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
951
KFP
KMG Fiduciary Partners
Ohio
$197K +$194K 1 0.03% New
952
SM
SG3 Management
Puerto Rico
$195K $0 1 0.01% Maintained
953
TCM
Tuttle Capital Management
Connecticut
$193K -$1.3M 1 0.22% Reduced
954
DMBA
Deseret Mutual Benefit Administrators
Utah
$190K -$101K 1 0.04% Reduced
955
HCA
Harbour Capital Advisors
Virginia
$188K +$185K 1 0.05% New
956
HI
Hudock Inc
Pennsylvania
$186K +$181K 1 0.06% Increased
957
Quadrant Capital Group
Quadrant Capital Group
Ohio
$183K -$542 6 0.03% Reduced
958
XS
XR Securities
Illinois
$183K +$180K 1 0.08% New
959
TIS
Tortoise Index Solutions
Kansas
$182K -$11.5K 2 0.04% Reduced
960
AGF Investments Inc
AGF Investments Inc
Ontario, Canada
$178K -$1.27M 1 0% Reduced
961
FQ
First Quadrant
California
$177K +$36.2K 2 0.02% Increased
962
ACS
Archford Capital Strategies
Illinois
$175K +$173K 1 0.04% New
963
Perigon Wealth Management
Perigon Wealth Management
California
$164K +$162K 1 0.01% New
964
UFF
USA Financial Formulas
Michigan
$164K -$629K 1 0.15% Reduced
965
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$19.3K 4 0.03% Increased
966
CHA
Cooper/Haims Advisors
New York
$159K $0 1 0.1% Maintained
967
ER
Enlightenment Research
Florida
$159K -$105K 1 0.19% Reduced
968
PCM
Parsons Capital Management
Rhode Island
$159K $0 1 0.01% Maintained
969
Harbour Investments
Harbour Investments
Wisconsin
$156K +$7.23K 6 0.01% Increased
970
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$151K $0 2 0% Maintained
971
FCM
Firsthand Capital Management
California
$140K $0 1 0.04% Maintained
972
PA
PSI Advisors
Florida
$140K +$139K 2 0.06% New
973
SWA
Sutton Wealth Advisors
Florida
$135K +$19.9K 5 0.05% Increased
974
Allworth Financial
Allworth Financial
California
$132K +$134K 1 0% New
975
TCM
Tradewinds Capital Management
Washington
$132K $0 2 0.02% Maintained