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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	% of Portfolio	Status
2001	LOAMU Lombard Odier Asset Management (USA) New York	$0	-$468K	–	Closed
2002	LAM Longboard Asset Management Phoenix, Arizona	$0	-$212K	–	Closed
2003	MW Maia Wealth Denver, Colorado	$0	-$299K	–	Closed
2004	MSG Main Street Group Glen Allen, Virginia	$0	-$8.6K	–	Closed
2005	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$0	-$10.4K	–	Closed
2006	MCM Massar Capital Management Stamford, Connecticut	$0	-$640K	–	Closed
2007	MC Matisse Capital Portland, Oregon	$0	-$367K	–	Closed
2008	MWM Meadowbrook Wealth Management Garden City, New York	$0	-$266K	–	Closed
2009	Mesirow Financial Investment Management Chicago, Illinois	$0	-$317K	–	Closed
2010	Midwest Trust Overland Park, Kansas	$0	-$218K	–	Closed
2011	MAM MMA Asset Management Conshohocken, Pennsylvania	$0	-$218K	–	Closed
2012	Modern Wealth Management Lenexa, Kansas	$0	-$172K	–	Closed
2013	MM MQS Management New York	$0	-$664K	–	Closed
2014	NCFG New Century Financial Group Princeton, New Jersey	$0	-$1.19M	–	Closed
2015	NMG New Millennium Group Sandy, Utah	$0	-$235	–	Closed
2016	NSEDCP NJ State Employees Deferred Compensation Plan Trenton, New Jersey	$0	-$1.93M	–	Closed
2017	NC North Capital Salt Lake City, Utah	$0	-$240	–	Closed
2018	NC NovaPoint Capital Atlanta, Georgia	$0	-$220K	–	Closed
2019	NAM NTV Asset Management Charleston, West Virginia	$0	-$291K	–	Closed
2020	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$0	-$264K	–	Closed
2021	OFCM One Fin Capital Management San Francisco, California	$0	-$5.77M	–	Closed
2022	OAS Optivise Advisory Services Franklin, Tennessee	$0	-$229K	–	Closed
2023	OAM Oxford Asset Management Oxford, United Kingdom	$0	-$1.96M	–	Closed
2024	PPA Painted Porch Advisors Santa Barbara, California	$0	-$314K	–	Closed
2025	PAM Palisade Asset Management Minneapolis, Minnesota	$0	-$667	–	Closed