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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
651	PO Private Ocean San Rafael, California	$2K	+$378	1	0%	Increased
652	TFO Tarbox Family Office Newport Beach, California	$2K	+$1.69K	1	0%	New
653	ZB Zions Bancorporation Salt Lake City, Utah	$2K	+$1.9K	1	0%	New
654	AssetMark Inc Concord, California	$1K	-$4.22K	1	0%	Reduced
655	EWM Edge Wealth Management New York	$1K	$0	1	0%	Maintained
656	GC Globeflex Capital San Diego, California	$1K	+$101	1	0%	Increased
657	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1K	+$1.12K	1	0%	New
658	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$1K	-$2.05K	1	0%	Reduced
659	PCP Proficio Capital Partners Newton, Massachusetts	$1K	+$173	2	0%	Increased
660	Whittier Trust South Pasadena, California	$1K	$0	1	0%	Maintained
661	RWM Raffa Wealth Management Washington, District of Columbia	$850	$0	1	0%	Maintained
662	ACI Advance Capital I Southfield, Michigan	$0	-$283K	0	–	Closed
663	Advent Capital Management New York	$0	-$647K	0	–	Closed
664	AIA Allegis Investment Advisors Idaho Falls, Idaho	$0	-$20K	0	–	Closed
665	ACM Americafirst Capital Management Roseville, California	$0	-$389K	0	–	Closed
666	AFP Ausdal Financial Partners Davenport, Iowa	$0	-$17K	0	–	Closed
667	Bailard Foster City, California	$0	-$1.63M	0	–	Closed
668	Baker Avenue Asset Management San Francisco, California	$0	-$324K	0	–	Closed
669	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$0	-$3.03M	0	–	Closed
670	Bank of Nova Scotia Toronto, Ontario, Canada	$0	-$11.4M	0	–	Closed
671	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$0	$0	0	–	Closed
672	BlueCrest Capital Management St Helier, Jersey	$0	-$4.55M	0	–	Closed
673	BRC Blue Ridge Capital New York	$0	-$8.88M	0	–	Closed
674	BOK Financial Tulsa, Oklahoma	$0	-$775K	0	–	Closed
675	Brinker Capital Investments Berwyn, Pennsylvania	$0	-$1K	0	–	Closed