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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
KPF
K2 Principal Fund
Ontario, Canada
$286K +$73.4K 1 0.03% Increased
1152
MAI Capital Management
MAI Capital Management
Ohio
$286K +$309K 5 0% New
1153
Allstate Corporation
Allstate Corporation
Illinois
$285K +$288K 1 0.01% New
1154
PCM
Pointe Capital Management
Michigan
$285K $0 1 0.16% Maintained
1155
WMA
West Michigan Advisors
Michigan
$284K +$239K 1 0.09% New
1156
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$279K +$292K 1 0% New
1157
BWP
Balboa Wealth Partners
Arizona
$277K +$98K 1 0.06% Increased
1158
TW
Trajan Wealth
Arizona
$277K +$5.67K 1 0.02% Increased
1159
IAS
Insigneo Advisory Services
Florida
$275K -$18.4K 1 0.03% Reduced
1160
KFSN
Keystone Financial Services (Nebraska)
Nebraska
$275K +$232K 1 0.25% New
1161
CA
Calton & Associates
Florida
$275K -$293K 1 0.12% Reduced
1162
PRS
Pinkerton Retirement Specialists
Idaho
$274K +$47.9K 1 0.04% Increased
1163
Investment Management Corp of Ontario (IMCO)
Investment Management Corp of Ontario (IMCO)
Canada
$273K -$54.5K 1 0.01% Reduced
1164
Arax Advisory Partners
Arax Advisory Partners
Colorado
$273K -$25.9K 8 0.02% Reduced
1165
RRA
Round Rock Advisors
Connecticut
$273K +$302K 1 0.06% New
1166
FFC
First Financial Corp
Indiana
$272K -$15.5K 2 0.13% Reduced
1167
CoreCap Advisors
CoreCap Advisors
Michigan
$269K +$103K 5 0.01% Increased
1168
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$269K $0 1 0.01% Maintained
1169
Blue Trust Inc
Blue Trust Inc
Georgia
$265K -$468K 7 0% Reduced
1170
CAS
CTC Alternative Strategies
Illinois
$265K +$51.2K 1 0.32% Increased
1171
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$265K -$6.92K 1 0% Reduced
1172
B
Bensler
Washington
$264K -$559 1 0.03% Reduced
1173
TCM
Tradewinds Capital Management
Washington
$263K +$104 2 0.07% Increased
1174
TCTC Holdings
TCTC Holdings
Texas
$263K $0 1 0.01% Maintained
1175
LCM
LRT Capital Management
Texas
$262K +$337K 1 0.2% New