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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
AGP
Autumn Glory Partners
Texas
$325K +$319K 1 0.12% New
1027
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$324K +$120K 1 0.01% Increased
1028
Quadrant Capital Group
Quadrant Capital Group
Ohio
$319K +$59.1K 9 0.02% Increased
1029
SAI
Systematic Alpha Investments
New Jersey
$319K +$291K 2 0.01% New
1030
Calton & Associates
Calton & Associates
Florida
$318K +$73.3K 1 0.12% Increased
1031
CWC
Carolinas Wealth Consulting
North Carolina
$317K +$290K 2 0.06% Increased
1032
MCC
Malaga Cove Capital
California
$313K +$309K 1 0.13% New
1033
Ostrum Asset Management
Ostrum Asset Management
France
$310K +$4.24K 1 0.03% Increased
1034
DWM
Drive Wealth Management
Utah
$309K +$29.5K 1 0.08% Increased
1035
BIA
Beacon Investment Advisors
Maryland
$305K +$21.8K 1 0.14% Increased
1036
Cercano Management
Cercano Management
Washington
$304K +$300K 1 0.01% New
1037
First National Trust
First National Trust
Pennsylvania
$304K $0 1 0.01% Maintained
1038
OR
Olympiad Research
Connecticut
$303K -$567K 1 0.2% Reduced
1039
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$302K -$1.72K 1 0.02% Reduced
1040
Delta Asset Management
Delta Asset Management
Tennessee
$301K $0 2 0.03% Maintained
1041
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$299K $0 1 0.01% Maintained
1042
UniSuper Management
UniSuper Management
Australia
$299K -$223K 1 0% Reduced
1043
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$294K -$18.9K 2 0.01% Reduced
1044
MCCP
Mission Creek Capital Partners
California
$291K $0 1 0.07% Maintained
1045
Empirical Wealth Management
Empirical Wealth Management
Washington
$290K +$97.2K 1 0.01% Increased
1046
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$289K -$829K 1 0.02% Reduced
1047
KWM
Kolinsky Wealth Management
New Jersey
$288K +$284K 1 0.19% New
1048
Arax Advisory Partners
Arax Advisory Partners
Colorado
$288K +$7.42K 8 0.03% Increased
1049
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$285K -$1.15M 2 0% Reduced
1050
Banco Santander
Banco Santander
Spain
$284K $0 1 0% Maintained