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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
1026
Polar Capital Holdings
Polar Capital Holdings
United Kingdom
$190K +$185K 1 0% New
1027
IF
Intrua Financial
Texas
$188K +$150K 1 0.03% New
1028
CAM
Concorde Asset Management
Michigan
$187K +$795 1 0.13% Increased
1029
B
Bensler
Washington
$186K +$6.36K 1 0.03% Increased
1030
Wealthfront Advisers
Wealthfront Advisers
California
$185K -$115K 1 0% Reduced
1031
KA
Kercheville Advisors
Texas
$185K -$26.6K 1 0.1% Reduced
1032
Armistice Capital
Armistice Capital
New York
$185K +$148K 1 0% New
1033
QL
Quarry LP
New York
$185K +$36.9K 5 0.03% Increased
1034
PCM
Pointe Capital Management
Michigan
$184K $0 1 0.13% Maintained
1035
MCM
Mainstay Capital Management
Michigan
$183K +$34.2K 1 0.03% Increased
1036
ZIG
Zullo Investment Group
Pennsylvania
$182K -$15.9K 1 0.09% Reduced
1037
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$180K +$2.42K 1 0% Increased
1038
TCM
Tradewinds Capital Management
Washington
$178K -$302 2 0.07% Reduced
1039
MCM
Morton Capital Management
California
$178K -$41.3K 1 0.05% Reduced
1040
RCM
Requisite Capital Management
Texas
$175K $0 1 0.04% Maintained
1041
AT
Arlington Trust
Alabama
$174K +$142K 2 0.05% New
1042
Banco Santander
Banco Santander
Spain
$173K +$19.8K 1 0% Increased
1043
CI
Cigna Investments
Connecticut
$173K -$10.1K 1 0.04% Reduced
1044
WAP
Wealthcare Advisory Partners
Pennsylvania
$173K +$32.7K 1 0.01% Increased
1045
CSB
City State Bank
Iowa
$172K +$1.59K 2 0.09% Increased
1046
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$171K -$14K 1 0.01% Reduced
1047
OWM
OneAscent Wealth Management
Alabama
$170K -$110K 1 0.07% Reduced
1048
RWA
Redhawk Wealth Advisors
Minnesota
$167K +$5.39K 1 0.03% Increased
1049
Huntington National Bank
Huntington National Bank
Ohio
$166K -$5.09K 7 0% Reduced
1050
GLA
Good Life Advisors
Pennsylvania
$164K -$197K 1 0.02% Reduced