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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
1226
MCA
MSH Capital Advisors
Arizona
$570K +$539K 1 0.1% New
1227
1C
111 Capital
France
$568K +$244K 1 0.1% Increased
1228
SCP
Sivia Capital Partners
California
$565K +$534K 1 0.07% New
1229
OFG
Oxford Financial Group
Indiana
$561K +$339 2 0.03% Increased
1230
AIM
Advyzon Investment Management
Illinois
$559K +$390K 1 0.04% New
1231
AE Wealth Management
AE Wealth Management
Kansas
$556K +$97.1K 1 0% Increased
1232
UniSuper Management
UniSuper Management
Australia
$554K +$151K 1 0% Increased
1233
SIA
SkyView Investment Advisors
New Jersey
$551K -$7.36M 1 0.43% Reduced
1234
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$550K +$306K 1 0.01% Increased
1235
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$549K -$487K 2 0.01% Reduced
1236
CTC
Cetera Trust Company
Minnesota
$547K +$11.3K 1 0.27% Increased
1237
Causeway Capital Management
Causeway Capital Management
California
$546K +$676K 1 0.01% New
1238
Simplicity Wealth
Simplicity Wealth
New Jersey
$543K -$810K 1 0.02% Reduced
1239
Harvest Fund Management
Harvest Fund Management
China
$543K -$10K 2 0.02% Reduced
1240
Bridgewater Associates
Bridgewater Associates
Connecticut
$541K +$444K 1 0% New
1241
MTCM
Mint Tower Capital Management
Netherlands
$540K $0 1 0.06% Maintained
1242
OIA
Oakmont Investment Advisors
Pennsylvania
$538K +$442K 1 0.37% New
1243
NL
NVWM LLC
Pennsylvania
$538K +$35.5K 1 0.11% Increased
1244
DM
Diker Management
New York
$538K +$508K 1 0.41% New
1245
TFS
Thoroughbred Financial Services
Tennessee
$536K -$188K 1 0.03% Reduced
1246
NorthRock Partners
NorthRock Partners
Minnesota
$536K +$117K 1 0.01% Increased
1247
PHS
Pekin Hardy Strauss
Illinois
$535K -$79K 2 0.05% Reduced
1248
EdgePoint Investment Group
EdgePoint Investment Group
Ontario, Canada
$535K +$219K 1 0% Increased
1249
OLA
Oliver Luxxe Assets
New Jersey
$535K +$135K 1 0.08% Increased
1250
BWA
Brave Warrior Advisors
New York
$534K +$539K 1 0.01% New