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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
1376
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$296K +$266K 1 0% New
1377
JTWM
Jackson Thornton Wealth Management
Alabama
$295K +$1.85K 1 0.03% Increased
1378
PAS
PKS Advisory Services
New York
$294K +$2.97K 1 0.06% Increased
1379
CWA
Canvas Wealth Advisors
Kansas
$292K +$12.6K 1 0.05% Increased
1380
MPM
Meritage Portfolio Management
Kansas
$291K -$164K 1 0.02% Reduced
1381
NAM
NTV Asset Management
West Virginia
$291K +$261K 1 0.03% New
1382
GF
Gries Financial
Ohio
$289K +$259K 1 0.05% New
1383
HWM
Horizon Wealth Management
Illinois
$288K $0 1 0.04% Maintained
1384
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$287K +$250K 1 0% New
1385
SAI
Systematic Alpha Investments
New Jersey
$285K -$122K 1 0.01% Reduced
1386
SCM
Steele Capital Management
Iowa
$284K +$255K 1 0.01% New
1387
AW
Avion Wealth
Texas
$284K -$4.08K 7 0.06% Reduced
1388
MPWS
McCarter Private Wealth Services
Massachusetts
$282K +$253K 1 0.14% New
1389
JCM
Jacobi Capital Management
Pennsylvania
$279K $0 1 0.02% Maintained
1390
MCA
Millennium Capital Advisors
Arkansas
$279K +$250K 1 0.17% New
1391
CT
Chicago Trust
Illinois
$277K +$18.9K 1 0.04% Increased
1392
SAM
Sompo Asset Management
Japan
$276K -$151K 1 0.05% Reduced
1393
Synovus Financial
Synovus Financial
Georgia
$276K -$1.02M 1 0% Reduced
1394
PIA
Panoramic Investment Advisors
Colorado
$276K -$4.75K 1 0.16% Reduced
1395
Donaldson Capital Management
Donaldson Capital Management
Indiana
$275K $0 1 0.01% Maintained
1396
GFP
Gryphon Financial Partners
Ohio
$273K +$254K 1 0.03% New
1397
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$271K +$92.4K 8 0% Increased
1398
BCM
Bourgeon Capital Management
Connecticut
$271K $0 1 0.05% Maintained
1399
Park National Corp
Park National Corp
Ohio
$270K +$30.5K 1 0.01% Increased
1400
RCM
Requisite Capital Management
Texas
$267K -$31.8K 1 0.04% Reduced