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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
601	Clear Harbor Asset Management Stamford, Connecticut	$599K	-$105K	2	0.09%	Reduced
602	CIM CIM Investment Management Pittsburgh, Pennsylvania	$598K	+$206K	2	0.19%	Increased
603	Profund Advisors Bethesda, Maryland	$596K	+$338K	2	0.03%	Increased
604	AssetMark Inc Concord, California	$582K	-$399K	1	0%	Reduced
605	KPW Kore Private Wealth New York	$582K	$0	1	0.09%	Maintained
606	Brown Brothers Harriman & Co New York	$577K	+$137K	2	0%	Increased
607	PNC Financial Services Group Pittsburgh, Pennsylvania	$577K	-$47.5K	5	0%	Reduced
608	Klingenstein Fields & Co New York	$558K	+$568K	1	0.03%	New
609	MidWestOne Financial Group Iowa City, Iowa	$557K	-$83.3K	1	0.15%	Reduced
610	M&T Bank Buffalo, New York	$552K	+$19.1K	1	0%	Increased
611	Greenwood Capital Associates Greenwood, South Carolina	$544K	+$194K	1	0.09%	Increased
612	Vontobel Holding Zurich, Switzerland	$538K	+$389K	1	0%	New
613	BCM Bluefin Capital Management New York	$534K	+$474K	1	0.03%	New
614	BIM Bogle Investment Management Newton Lower Falls, Massachusetts	$534K	+$18.9K	1	0.85%	Increased
615	Quantinno Capital Management New York	$534K	-$280K	1	0.41%	Reduced
616	BerganKDV Wealth Management Bloomington, Minnesota	$527K	-$1.23K	1	0.07%	Reduced
617	AIM Aigen Investment Management New York	$525K	-$371K	1	0.07%	Reduced
618	CIBC Asset Management Toronto, Ontario, Canada	$525K	-$367K	1	0%	Reduced
619	SignatureFD Atlanta, Georgia	$520K	+$87.7K	3	0.02%	Increased
620	Group One Trading Chicago, Illinois	$516K	-$8.41M	5	0%	Reduced
621	Glen Eagle Advisors Kingston, New Jersey	$509K	-$66.1K	1	0.2%	Reduced
622	Occudo Quantitative Strategies Fort Lauderdale, Florida	$500K	+$509K	1	0.16%	New
623	OCM Orion Capital Management Coronado, California	$499K	+$420K	1	0.37%	New
624	McKinley Carter Wealth Services Wheeling, West Virginia	$496K	$0	1	0.07%	Maintained
625	IRF IBM Retirement Fund Armonk, New York	$492K	-$72K	1	0.03%	Reduced