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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
1001
CSB
City State Bank
Iowa
$177K -$8.46K 1 0.11% Reduced
1002
EARNEST Partners
EARNEST Partners
Georgia
$176K $0 2 0% Maintained
1003
FCM
Firsthand Capital Management
California
$176K $0 1 0.09% Maintained
1004
PCM
Pointe Capital Management
Michigan
$175K $0 1 0.11% Maintained
1005
AIA Group
AIA Group
Hong Kong
$173K +$75.1K 1 0.01% Increased
1006
QT
Quantamental Technologies
New York
$173K -$275K 1 0.1% Reduced
1007
WTA
Washington Trust Advisors
Massachusetts
$164K $0 1 0.01% Maintained
1008
UFF
USA Financial Formulas
Michigan
$163K -$144K 2 0.17% Reduced
1009
Gradient Investments
Gradient Investments
Minnesota
$162K $0 2 0% Maintained
1010
SW
SkyOak Wealth
Michigan
$158K $0 1 0.04% Maintained
1011
TCA
Transcend Capital Advisors
New Jersey
$158K $0 1 0.01% Maintained
1012
BFC
Bedel Financial Consulting
Indiana
$155K -$4K 1 0.05% Reduced
1013
DFCM
Dark Forest Capital Management
Puerto Rico
$155K +$171K 2 0.04% Increased
1014
HM Payson & Co
HM Payson & Co
Maine
$154K +$145K 2 0% Increased
1015
WP
WealthSource Partners
California
$152K +$184K 1 0.01% New
1016
FBC
Fairfield, Bush & Co
Connecticut
$151K +$54K 1 0.08% Increased
1017
BP
BBR Partners
New York
$149K +$181K 1 0.01% New
1018
Aspiriant LLC
Aspiriant LLC
California
$148K $0 1 0.01% Maintained
1019
TJHA
Thomas J. Herzfeld Advisors
Florida
$147K -$50.3K 2 0.06% Reduced
1020
CHA
Cooper/Haims Advisors
New York
$146K +$57.4K 1 0.1% Increased
1021
TCTC Holdings
TCTC Holdings
Texas
$142K $0 1 0.01% Maintained
1022
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$141K +$172K 1 0.01% New
1023
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$135K +$130K 1 0.03% New
1024
CA
Crewe Advisors
Utah
$135K -$2.3K 1 0.03% Reduced
1025
Quadrant Capital Group
Quadrant Capital Group
Ohio
$133K -$1.49K 7 0.02% Reduced