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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
1351
CSB
City State Bank
Iowa
$127K -$84.8K 2 0.04% Reduced
1352
NRG
Nemes Rush Group
Michigan
$127K -$27.9K 3 0.02% Reduced
1353
AlTi Global
AlTi Global
New York
$123K +$158K 1 0% New
1354
AC
ASB Consultores
Florida
$120K $0 1 0.05% Maintained
1355
M
MATAURO
New York
$120K +$153K 1 0.03% New
1356
Brooklyn Investment Group
Brooklyn Investment Group
New York
$118K -$927 6 0.04% Reduced
1357
T
Transce3nd
Texas
$117K +$98.7K 2 0.04% New
1358
GC
Globeflex Capital
California
$116K $0 2 0.01% Maintained
1359
FCT
First Community Trust
Iowa
$115K $0 2 0.08% Maintained
1360
Clearstead Advisors
Clearstead Advisors
Ohio
$114K -$31.7K 4 0% Reduced
1361
SFO
Stokes Family Office
Louisiana
$114K $0 1 0.01% Maintained
1362
TWM
TriaGen Wealth Management
California
$114K -$203K 1 0.04% Reduced
1363
SMH
Sanders Morris Harris
Texas
$114K +$146K 1 0.02% New
1364
SI
Stonekeep Investments
New Mexico
$113K -$12.4K 1 0.08% Reduced
1365
DAM
Delta Asset Management
Tennessee
$111K -$150K 1 0.01% Reduced
1366
PIM
Paradice Investment Management
Colorado
$111K +$142K 1 0.02% New
1367
TA
Tectonic Advisors
Texas
$111K +$142K 1 0.01% New
1368
Kestra Investment Management
Kestra Investment Management
Texas
$109K +$115K 3 0% New
1369
GEA
Glen Eagle Advisors
New Jersey
$108K -$25.9K 3 0.02% Reduced
1370
JWM
Jessup Wealth Management
Ohio
$107K $0 1 0.05% Maintained
1371
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$106K -$21.3K 3 0% Reduced
1372
FPF
First Pacific Financial
Washington
$106K -$56.4K 1 0.02% Reduced
1373
BCM
Barometer Capital Management
Ontario, Canada
$106K $0 1 0.04% Maintained
1374
CT
Chicago Trust
Illinois
$104K $0 1 0.02% Maintained
1375
HWMC
Heritage Wealth Management (California)
California
$104K -$412 1 0.07% Reduced