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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
676	NICM Neo Ivy Capital Management New York	$63K	+$70.3K	1	0.04%	New
677	AIM Advantage Investment Management Cedar Rapids, Iowa	$60K	-$262K	3	0.05%	Reduced
678	NFG Next Financial Group Houston, Texas	$59K	+$2.62K	5	0.01%	Increased
679	Geneos Wealth Management Englewood, Colorado	$57K	+$118	2	0%	Increased
680	SWA Sutton Wealth Advisors Tampa, Florida	$51.1K	+$13.2K	3	0.03%	Increased
681	VCM Versant Capital Management Phoenix, Arizona	$50K	+$152	4	0.02%	Increased
682	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$46K	+$4.79K	2	0%	Increased
683	PCG Private Capital Group West Hartford, Connecticut	$45K	-$46.7K	3	0.01%	Reduced
684	PCM Prelude Capital Management New York	$44K	+$41.8K	1	0%	New
685	CFA Carroll Financial Associates Charlotte, North Carolina	$40K	+$38.9K	1	0%	New
686	DWM Doyle Wealth Management St. Petersburg, Florida	$40K	+$43K	2	0.01%	New
687	TC Truvestments Capital Sarasota, Florida	$40K	-$51.6K	2	0.03%	Reduced
688	ASP Adams Street Partners Chicago, Illinois	$39K	+$37.9K	1	0.01%	New
689	MUFG Americas New York	$39K	+$38.3K	1	0%	New
690	BlueCrest Capital Management St Helier, Jersey	$37K	-$903K	1	0%	Reduced
691	WCM Whitener Capital Management Rocky Mount, North Carolina	$37K	$0	1	0.02%	Maintained
692	CBT Capital Bank & Trust Irvine, California	$35K	$0	2	0%	Maintained
693	TIS Tortoise Index Solutions Overland Park, Kansas	$35K	-$19K	1	0.01%	Reduced
694	CAN Claraphi Advisory Network Aliso Viejo, United States	$34K	-$931	1	0.02%	Reduced
695	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$34K	$0	1	0%	Maintained
696	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$33K	$0	1	0.02%	Maintained
697	FPS Fieldpoint Private Securities Greenwich, Connecticut	$29K	+$27.9K	1	0.01%	New
698	SBL Sargent Bickham Lagudis Boulder, Colorado	$28K	-$43.5K	2	0%	Reduced
699	Quadrant Capital Group Cincinnati, Ohio	$26K	$0	3	0%	Maintained
700	MWC MBM Wealth Consultants Chesterfield, Missouri	$25K	$0	1	0.02%	Maintained