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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
1301
MSA
McAlister Sweet & Associates
Texas
$0 -$62K 0 – Closed
1302
MFT
Moisand Fitzgerald Tamayo
Florida
$0 $0 0 – Closed
1303
MWM
MorganRosel Wealth Management
Colorado
$0 -$603K 0 – Closed
1304
NIMI
Natixis Investment Managers International
France
$0 -$2.5M 0 – Closed
1305
Nippon Life Global Investors Americas
Nippon Life Global Investors Americas
New York
$0 -$3.13M 0 – Closed
1306
NFGCM
Norman Fields Gottscho Capital Management
New York
$0 -$1.38M 0 – Closed
1307
Old Mission Capital
Old Mission Capital
Illinois
$0 -$3.02M 0 – Closed
1308
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$0 $0 1 0% Maintained
1309
OR
Olympiad Research
Connecticut
$0 -$239K 0 – Closed
1310
OCM
Osterweis Capital Management
California
$0 -$2.01M 0 – Closed
1311
ONPI
Owls Nest Partners IA
Pennsylvania
$0 -$390K 0 – Closed
1312
PWS
Paragon Wealth Strategies
Florida
$0 +$607 1 0% New
1313
PFM
Parsec Financial Management
North Carolina
$0 -$452K 0 – Closed
1314
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$0 -$50K 0 – Closed
1315
PRC
Pearl River Capital
Michigan
$0 -$801K 0 – Closed
1316
PWM
Prentice Wealth Management
New York
$0 $0 0 – Closed
1317
PAG
Private Advisory Group
Washington
$0 -$51K 0 – Closed
1318
PP
Prospector Partners
Connecticut
$0 -$289K 0 – Closed
1319
QI
Qtron Investments
Massachusetts
$0 -$937K 0 – Closed
1320
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$0 -$226K 0 – Closed
1321
RGF
Retirement Guys Formula
Ohio
$0 -$84K 0 – Closed
1322
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$0 -$114K 0 – Closed
1323
RP
Riverwater Partners
Wisconsin
$0 -$879K 0 – Closed
1324
Rokos Capital Management (UK)
Rokos Capital Management (UK)
United Kingdom
$0 -$598K 0 – Closed
1325
STCOSD
Sageworth Trust Company of South Dakota
South Dakota
$0 -$2K 1 0% Reduced