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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
1151
Vise Technologies
Vise Technologies
New York
$187K +$184K 1 0.02% New
1152
CSB
City State Bank
Iowa
$185K +$2.18K 2 0.07% Increased
1153
MF
Manchester Financial
California
$184K -$363 1 0.04% Reduced
1154
PRS
Pinkerton Retirement Specialists
Idaho
$183K +$180K 1 0.03% New
1155
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$182K +$103K 9 0.02% Increased
1156
AT
Arlington Trust
Alabama
$181K $0 2 0.04% Maintained
1157
Comgest Global Investors
Comgest Global Investors
France
$179K -$67.2K 1 0% Reduced
1158
FCM
Fortis Capital Management
Washington
$178K -$57.6K 1 0.04% Reduced
1159
IHT Wealth Management
IHT Wealth Management
Illinois
$177K +$176K 1 0.01% New
1160
IWN
Independent Wealth Network
Iowa
$176K +$11.3K 1 0.08% Increased
1161
HIA
Harbor Investment Advisory
Maryland
$175K $0 1 0.02% Maintained
1162
Rakuten Investment Management
Rakuten Investment Management
Japan
$175K +$49.7K 1 0% Increased
1163
AFG
American Financial Group
Ohio
$174K $0 1 0.07% Maintained
1164
CAS
CTC Alternative Strategies
Illinois
$172K -$1.22M 1 0.22% Reduced
1165
C
Certuity
Florida
$171K +$153K 1 0.02% New
1166
HIM
Harbour Investment Management
Washington
$170K $0 1 0.08% Maintained
1167
Alpha Cubed Investments
Alpha Cubed Investments
California
$170K -$129K 1 0.01% Reduced
1168
TCM
Tradewinds Capital Management
Washington
$167K $0 1 0.04% Maintained
1169
South Dakota Investment Council
South Dakota Investment Council
South Dakota
$165K $0 1 0% Maintained
1170
SI
Stonekeep Investments
New Mexico
$162K +$7.55K 1 0.13% Increased
1171
MFGM
Marshall Financial Group (Maryland)
Maryland
$161K +$5.36K 1 0.04% Increased
1172
OWM
OneAscent Wealth Management
Alabama
$160K -$93.3K 1 0.06% Reduced
1173
AC
ASB Consultores
Florida
$158K $0 1 0.06% Maintained
1174
FW
FullCircle Wealth
Texas
$157K $0 1 0.07% Maintained
1175
AGC
Aspen Grove Capital
Colorado
$157K $0 1 0.03% Maintained