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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
501	JIC Joel Isaacson & Co New York	$1.75M	$0	2	0.15%	Maintained
502	TW TrinityPoint Wealth Milford, Connecticut	$1.75M	-$323K	1	0.39%	Reduced
503	Rockefeller Capital Management New York	$1.75M	-$536K	11	0.01%	Reduced
504	Vontobel Holding Zurich, Switzerland	$1.72M	-$543K	2	0.02%	Reduced
505	Walleye Trading New York	$1.71M	-$1.21M	4	0.01%	Reduced
506	CastleKnight Management New York	$1.71M	-$2.71M	1	0.28%	Reduced
507	IEQ Capital Foster City, California	$1.7M	+$183K	2	0.05%	Increased
508	GC Gillson Capital Chicago, Illinois	$1.69M	-$3.63M	1	0.16%	Reduced
509	GPGA Grandeur Peak Global Advisors Salt Lake City, Utah	$1.69M	+$2.69K	1	0.1%	Increased
510	Kestra Advisory Services Austin, Texas	$1.68M	-$558K	2	0.02%	Reduced
511	US Bancorp Minneapolis, Minnesota	$1.68M	+$214K	11	0%	Increased
512	Cetera Advisor Networks El Segundo, California	$1.66M	+$1.03M	2	0.02%	Increased
513	NewEdge Advisors New Orleans, Louisiana	$1.66M	+$1.17M	3	0.03%	Increased
514	HC Hillman Company Pittsburgh, Pennsylvania	$1.6M	+$2.17M	1	0.78%	New
515	RIL Rothschild Investment LLC Chicago, Illinois	$1.59M	+$12.2K	3	0.15%	Increased
516	VI Versor Investments New York	$1.58M	+$1.59M	2	0.06%	Increased
517	BDF Balasa Dinverno & Foltz	$1.57M	+$59.2K	1	0.1%	Increased
518	Salem Investment Counselors Winston Salem, North Carolina	$1.57M	+$2.07M	5	0.07%	Increased
519	Ancora Advisors Cleveland, Ohio	$1.54M	-$160K	4	0.04%	Reduced
520	NIP Nicholas Investment Partners Rancho Santa Fe, California	$1.51M	-$2.74M	1	0.14%	Reduced
521	BCM Bluefin Capital Management New York	$1.5M	-$454K	2	0.17%	Reduced
522	ProShare Advisors Bethesda, Maryland	$1.48M	-$1.53M	5	0%	Reduced
523	Baird Financial Group Milwaukee, Wisconsin	$1.48M	+$109K	1	0%	Increased
524	DTL Dynamic Technology Lab Singapore	$1.47M	+$761K	3	0.17%	Increased
525	Wolverine Trading Chicago, Illinois	$1.47M	-$654K	5	0%	Reduced