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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
YMRC
Yorktown Management & Research Company
Virginia
$322K $0 1 0.26% Maintained
1352
BOTPPF
Board of the Pension Protection Fund
United Kingdom
$321K +$329K 1 0.31% New
1353
Freestone Grove Partners
Freestone Grove Partners
California
$320K +$32.6K 1 0% Increased
1354
BCG
Breakwater Capital Group
New Jersey
$318K +$27.1K 1 0.05% Increased
1355
MHR
Matthew Hamilton Rosenberg
$318K $0 1 0.07% Maintained
1356
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$317K +$56K 1 0.01% Increased
1357
DC
Diametric Capital
Massachusetts
$317K -$1.33M 1 0.12% Reduced
1358
PPA
Painted Porch Advisors
California
$314K -$63.6K 1 0.12% Reduced
1359
GAMCO Investors
GAMCO Investors
Connecticut
$314K -$4.14M 1 0% Reduced
1360
DJYG
David J. Yvars Group
Florida
$312K +$280K 1 0.17% New
1361
KeyBank National Association
KeyBank National Association
Ohio
$309K +$277K 1 0% New
1362
TD Private Client Wealth
TD Private Client Wealth
New York
$305K +$219K 4 0.01% Increased
1363
EARNEST Partners
EARNEST Partners
Georgia
$305K $0 1 0% Maintained
1364
WWWM
White Wing Wealth Management
Texas
$304K +$37.3K 1 0.19% Increased
1365
GJWM
Gilliland Jeter Wealth Management
Arkansas
$304K $0 1 0.09% Maintained
1366
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$303K +$305K 9 0% New
1367
Commerce Bank
Commerce Bank
Missouri
$303K -$14K 1 0% Reduced
1368
PTP
Platform Technology Partners
New York
$303K $0 1 0.07% Maintained
1369
SIM
Sandia Investment Management
Massachusetts
$303K -$355K 1 0.9% Reduced
1370
AMG
Advisors Management Group
Wisconsin
$302K +$1.99K 1 0.05% Increased
1371
TVM
True Vision MN
Minnesota
$301K +$271K 1 0.16% New
1372
Aristeia Capital
Aristeia Capital
Connecticut
$301K -$2.48K 1 0.01% Reduced
1373
MA
Modus Advisors
Minnesota
$299K +$268K 1 0.08% New
1374
MW
Maia Wealth
Colorado
$299K +$232K 1 0.05% New
1375
RE
Rydar Equities
Texas
$298K +$274K 1 0.24% New