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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
1326
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$150K -$858K 8 0% Reduced
1327
CWA
Carolina Wealth Advisors
South Carolina
$150K +$149K 1 0.08% Increased
1328
Cantor Fitzgerald
Cantor Fitzgerald
New York
$149K -$213K 1 0% Reduced
1329
PWP
Private Wealth Partners
California
$144K $0 1 0.01% Maintained
1330
MTC
Matrix Trust Company
Colorado
$143K +$183K 1 0.02% New
1331
Vise Technologies
Vise Technologies
New York
$142K +$612 1 0.01% Increased
1332
WM
Whitford Management
New York
$142K +$182K 1 0.04% New
1333
AT
American Trust
Kentucky
$141K -$44.1K 1 0.01% Reduced
1334
AGF Management
AGF Management
Ontario, Canada
$139K +$179K 1 0% New
1335
OP
Oslo Pensjonsforsikring
$139K +$40.2K 1 0.02% Increased
1336
QC
Quent Capital
New York
$138K -$1.09M 3 0.01% Reduced
1337
SM
Salzhauer Michael
$137K +$153K 1 0.07% New
1338
FCM
Fortis Capital Management
Washington
$137K +$2.62K 1 0.03% Increased
1339
VCM
Versant Capital Management
Arizona
$137K +$35K 9 0.03% Increased
1340
VSQM
V-Square Quantitative Management
Illinois
$137K +$908 1 0.02% Increased
1341
PCM
Palouse Capital Management
Washington
$135K -$40.2K 1 0.09% Reduced
1342
PIM
Plato Investment Management
Australia
$134K -$97.4K 1 0.01% Reduced
1343
MPCG
Matrix Private Capital Group
New York
$133K $0 1 0.08% Maintained
1344
SouthState Corp
SouthState Corp
Florida
$131K -$2.27K 2 0.01% Reduced
1345
WC
Wexford Capital
Florida
$131K +$168K 1 0.02% New
1346
PTC
Private Trust Company
Ohio
$130K +$4.91K 2 0.01% Increased
1347
HIM
Harbour Investment Management
Washington
$129K $0 1 0.06% Maintained
1348
OWM
OneAscent Wealth Management
Alabama
$129K +$10.1K 1 0.05% Increased
1349
GPFA
Game Plan Financial Advisors
Ohio
$128K +$9.43K 1 0.06% Increased
1350
AE
AMH Equity
New York
$128K -$2.34M 1 0.13% Reduced