← All themes Digital Payments & Fintech

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
NL
NKCFO LLC
Illinois
$316K -$254K 1 0.1% Reduced
952
SWM
Stockman Wealth Management
Montana
$316K +$47.3K 1 0.06% Increased
953
UFF
USA Financial Formulas
Michigan
$316K +$142K 3 0.27% Increased
954
SHWM
Silicon Hills Wealth Management
Texas
$313K $0 1 0.19% Maintained
955
BG
Benedetti & Gucer
Georgia
$312K +$363K 1 0.21% New
956
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$311K +$23K 1 0.02% Increased
957
GBT
Grove Bank & Trust
Florida
$311K $0 1 0.06% Maintained
958
IGGA
Iron Gate Global Advisors
Utah
$309K +$380K 1 0.07% New
959
FSA
Fort Sheridan Advisors
Illinois
$306K $0 1 0.09% Maintained
960
RFG
Range Financial Group
Oregon
$306K -$14.6K 1 0.2% Reduced
961
Busey Bank
Busey Bank
Illinois
$302K -$5.59K 1 0.01% Reduced
962
FCA
FinTrust Capital Advisors
South Carolina
$300K +$324K 3 0.07% Increased
963
PMA
Prudent Man Advisors
Illinois
$296K -$48K 1 0.11% Reduced
964
C
CEDRUS
Colorado
$296K +$308K 1 0.29% New
965
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$294K +$253K 1 0.02% New
966
Perigon Wealth Management
Perigon Wealth Management
California
$292K +$149K 1 0.02% Increased
967
PCM
Pointe Capital Management
Michigan
$292K $0 1 0.18% Maintained
968
NC
NinePointTwo Capital
California
$290K +$327K 1 0.09% New
969
IRF
IBM Retirement Fund
New York
$287K -$223K 1 0.04% Reduced
970
CBA
Coastal Bridge Advisors
Connecticut
$286K +$297K 1 0.06% New
971
OFG
OTA Financial Group
New York
$286K +$279K 1 0.2% New
972
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$281K -$95.3K 1 0.01% Reduced
973
SIM
Sandia Investment Management
Massachusetts
$281K +$295K 1 0.05% New
974
AFP
Ausdal Financial Partners
Iowa
$280K +$291K 1 0.04% New
975
PAM
Private Asset Management
California
$280K $0 1 0.03% Maintained