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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	WA Winfield Associates Cleveland, Ohio	$3K	$0	1	0%	Maintained
652	Avior Wealth Management Omaha, Nebraska	$2K	-$25K	1	0%	Reduced
653	TFO Tarbox Family Office Newport Beach, California	$2K	$0	1	0%	Maintained
654	WA WealthTrust-Arizona Scottsdale, Arizona	$2K	$0	1	0%	Maintained
655	ZB Zions Bancorporation Salt Lake City, Utah	$2K	$0	1	0%	Maintained
656	Benjamin F. Edwards & Company St. Louis, Missouri	$1K	+$1.3K	1	0%	New
657	CCM Cribstone Capital Management Augusta, Maine	$1K	-$182	1	0%	Reduced
658	MTIP Magee Thomson Investment Partners San Diego, California	$1K	-$172	1	0%	Reduced
659	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$1K	$0	1	0%	Maintained
660	WTB Washington Trust Bank Spokane, Washington	$1K	+$1.22K	2	0%	New
661	RWM Raffa Wealth Management Washington, District of Columbia	$692	$0	1	0%	Maintained
662	ASP Adams Street Partners Chicago, Illinois	$0	-$99K	0	–	Closed
663	AGUR Provident & Training Funds Management Tel Aviv, Israel	$0	-$964K	0	–	Closed
664	AL Airain Ltd St. Peter Port, Guernsey	$0	-$1.07M	0	–	Closed
665	AGC Angelo Gordon & Co New York	$0	-$1.71M	0	–	Closed
666	AFM Anson Funds Management Dallas, Texas	$0	-$9.33M	0	–	Closed
667	ACM Ativo Capital Management Chicago, Illinois	$0	-$860K	0	–	Closed
668	Brinker Capital Investments Berwyn, Pennsylvania	$0	+$446	1	0%	New
669	CFA Camarda Financial Advisors Fleming Island, Florida	$0	-$1K	0	–	Closed
670	CCA Checchi Capital Advisers Beverly Hills, California	$0	-$26K	0	–	Closed
671	CPIM Columbia Partners Investment Management Alexandria, Virginia	$0	-$841K	0	–	Closed
672	CA Cornerstone Advisory Hunt Valley, Maryland	$0	-$56K	0	–	Closed
673	DCM Dialectic Capital Management Norwalk, Connecticut	$0	-$2.08M	0	–	Closed
674	Diversified Trust Memphis, Tennessee	$0	-$213K	0	–	Closed
675	EEG E.E. Geduld	$0	-$108K	0	–	Closed