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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	Bogart Wealth LLC Mclean, Virginia	$16K	$0	1	0%	Maintained
652	HR Howe & Rusling Rochester, New York	$16K	-$14.4K	2	0%	Reduced
653	EI Ellevest Inc New York	$15K	-$12.9K	1	0%	Reduced
654	Orion Portfolio Solutions Omaha, Nebraska	$15K	+$1.03K	3	0%	Increased
655	Avior Wealth Management Omaha, Nebraska	$14K	+$12.3K	1	0%	New
656	LF Lee Financial Dallas, Texas	$11K	+$10.2K	1	0%	New
657	LC Lindbrook Capital Calabasas, California	$11K	+$3.1K	2	0%	Increased
658	Zacks Investment Management Chicago, Illinois	$11K	+$195K	1	0%	New
659	EWM Endurance Wealth Management Providence, Rhode Island	$10K	$0	2	0%	Maintained
660	LGWM Litman Gregory Wealth Management Larkspur, California	$10K	$0	1	0%	Maintained
661	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$10K	$0	1	0.01%	Maintained
662	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$10K	$0	1	0%	Maintained
663	PMFA Plante Moran Financial Advisors Southfield, Michigan	$9K	$0	1	0%	Maintained
664	PP PrairieView Partners St. Paul, Minnesota	$9K	$0	1	0%	Maintained
665	TL TrueWealth LLC Atlanta, Georgia	$9K	$0	1	0%	Maintained
666	WB West Bancorporation West Des Moines, Iowa	$9K	$0	1	0.01%	Maintained
667	Altshuler Shaham Tel Aviv, Israel	$8K	+$5.21K	1	0%	Increased
668	CFGS Concourse Financial Group Securities Birmingham, Alabama	$8K	-$1.7K	2	0%	Reduced
669	Pathstone Family Office Englewood, New Jersey	$8K	$0	1	0%	Maintained
670	SCP Steamboat Capital Partners Rye, New York	$8K	-$6.65M	1	0%	Reduced
671	Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$7.07K	-$157K	1	0%	Reduced
672	DWA Dorsey Wright & Associates Pasadena, California	$7K	-$5.73K	1	0%	Reduced
673	SNT Security National Trust Wheeling, West Virginia	$7K	$0	1	0%	Maintained
674	TFO Tarbox Family Office Newport Beach, California	$7K	+$2.7K	3	0%	Increased
675	EWM Edge Wealth Management New York	$6K	$0	1	0%	Maintained