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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
526	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$470K	+$305K	1	0%	Increased
527	CIBC Asset Management Toronto, Ontario, Canada	$466K	+$429K	1	0%	New
528	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$457K	+$432K	1	0.31%	New
529	CSA Cottage Street Advisors Marion, Massachusetts	$456K	+$418K	1	0.29%	New
530	Brown Advisory Baltimore, Maryland	$451K	+$144K	2	0%	Increased
531	BNP Paribas Asset Management Paris, France	$450K	+$139K	1	0%	Increased
532	JIC Joel Isaacson & Co New York	$450K	+$108K	1	0.08%	Increased
533	IFM Investors Melbourne, Australia	$418K	-$2.39K	1	0.07%	Reduced
534	Laird Norton Wetherby Wealth Management San Francisco, California	$408K	+$8.42M	2	0.06%	Increased
535	Banque Pictet & Cie Geneva 73, Switzerland	$402K	$0	1	0.01%	Maintained
536	Waratah Capital Advisors Toronto, Ontario, Canada	$398K	-$673K	1	0.05%	Reduced
537	RIL Rothschild Investment LLC Chicago, Illinois	$395K	+$364K	1	0.04%	New
538	WSCM Wellington Shields Capital Management New York	$392K	-$3.1K	1	0.06%	Reduced
539	NAM North American Management Boston, Massachusetts	$369K	-$145K	1	0.06%	Reduced
540	MC Moors & Cabot Boston, Massachusetts	$366K	$0	1	0.05%	Maintained
541	BCA Benchmark Capital Advisors New York	$364K	$0	1	0.28%	Maintained
542	KCM KSA Capital Management Morristown, New Jersey	$364K	-$112K	1	1.87%	Reduced
543	Mesirow Financial Investment Management Chicago, Illinois	$364K	+$360K	1	1.72%	New
544	MAM Meeder Asset Management Dublin, Ohio	$358K	-$69.2K	2	0.04%	Reduced
545	Neuberger Berman Group New York	$358K	+$329K	1	0%	New
546	OAM Origin Asset Management London, United Kingdom	$357K	$0	1	0.02%	Maintained
547	Tiedemann Advisors New York	$352K	+$163K	1	0.03%	Increased
548	ANI American National Insurance Galveston, Texas	$351K	-$27.3K	1	0.02%	Reduced
549	DA Denali Advisors San Diego, California	$342K	$0	1	0.06%	Maintained
550	Independent Advisor Alliance Charlotte, North Carolina	$342K	+$313K	1	0.09%	New