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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
626	MUFG Americas New York	$14K	-$1.91K	2	0%	Reduced
627	LAM Lebenthal Asset Management New York	$13K	+$12.1K	1	0%	New
628	Geneos Wealth Management Englewood, Colorado	$12K	+$2.41K	2	0%	Increased
629	Loomis, Sayles & Company Boston, Massachusetts	$12K	+$6.91K	2	0%	Increased
630	WEC Winslow Evans & Crocker Boston, Massachusetts	$10.3K	$0	2	0%	Maintained
631	LWM LBA Wealth Management Jacksonville, Florida	$8K	$0	1	0%	Maintained
632	Balentine LLC Atlanta, Georgia	$7K	$0	1	0%	Maintained
633	EWM Elite Wealth Management Kirkland, Washington	$7K	+$5.92K	1	0.01%	New
634	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$7K	+$7.5K	1	0%	New
635	AIM Advantage Investment Management Cedar Rapids, Iowa	$6K	-$971	1	0%	Reduced
636	FPB First PREMIER Bank Sioux Falls, South Dakota	$6K	$0	1	0%	Maintained
637	HCM Herndon Capital Management Atlanta, Georgia	$6K	$0	1	0%	Maintained
638	Huntington National Bank Columbus, Ohio	$6K	-$5.15K	1	0%	Reduced
639	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$6K	-$121	1	0%	Reduced
640	PO Private Ocean San Rafael, California	$6K	+$2.23K	1	0%	Increased
641	Wealthspire Advisors (Maryland) Potomac, Maryland	$6K	$0	1	0%	Maintained
642	MCM Manchester Capital Management Manchester, Vermont	$5K	$0	1	0%	Maintained
643	VIA Vantage Investment Advisors State College, Pennsylvania	$5K	$0	1	0%	Maintained
644	WP WealthPLAN Partners Omaha, Nebraska	$4.5K	$0	1	0%	Maintained
645	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$4K	-$76K	2	0%	Reduced
646	Central Trust Company Jefferson City, Missouri	$4K	$0	1	0%	Maintained
647	FPFS First Personal Financial Services Charlotte, North Carolina	$4K	$0	1	0%	Maintained
648	SNT Security National Trust Wheeling, West Virginia	$4K	$0	1	0%	Maintained
649	ACM Armbruster Capital Management Pittsford, New York	$3K	$0	1	0%	Maintained
650	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3K	$0	1	0%	Maintained