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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	Valeo Financial Advisors Carmel, Indiana	$167K	$0	2	0.02%	Maintained
677	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$161K	$0	1	0.05%	Maintained
678	BWM BerganKDV Wealth Management Bloomington, Minnesota	$152K	$0	1	0.03%	Maintained
679	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$148K	+$142K	1	0.01%	New
680	TC TownSquare Capital Provo, Utah	$145K	+$142K	1	0.01%	New
681	FWM Focused Wealth Management Newburgh, New York	$141K	$0	1	0.03%	Maintained
682	IFP Advisors Tampa, Florida	$141K	-$729K	4	0.01%	Reduced
683	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$138K	-$3.45M	4	0%	Reduced
684	PCG Private Capital Group West Hartford, Connecticut	$138K	-$12K	2	0.03%	Reduced
685	CG Cutler Group San Francisco, California	$127K	-$36.1K	2	0.01%	Reduced
686	EARNEST Partners Atlanta, Georgia	$116K	$0	2	0%	Maintained
687	SAM Securian Asset Management St Paul, Minnesota	$113K	-$12.6K	1	0%	Reduced
688	FCM Firsthand Capital Management San Jose, California	$112K	$0	1	0.04%	Maintained
689	HCM Highlander Capital Management Short Hills, New Jersey	$98K	$0	1	0.06%	Maintained
690	HZ Hixon Zuercher Findlay, Ohio	$98K	+$3.33M	1	0.09%	New
691	WIC Woodmont Investment Counsel Nashville, Tennessee	$93K	-$38.1K	1	0.02%	Reduced
692	SM SG3 Management Dorado, Puerto Rico	$92K	-$125K	1	0.01%	Reduced
693	TIS Tortoise Index Solutions Overland Park, Kansas	$80K	+$24.8K	2	0.02%	Increased
694	NFG Next Financial Group Houston, Texas	$76K	-$247K	4	0.01%	Reduced
695	FFC First Financial Corp Terre Haute, Indiana	$71K	$0	1	0.05%	Maintained
696	TCM Tradewinds Capital Management Bellingham, Washington	$66K	$0	1	0.02%	Maintained
697	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$65K	+$63.5K	2	0%	New
698	Huntington National Bank Columbus, Ohio	$63K	+$59.5K	4	0%	Increased
699	SWA Sutton Wealth Advisors Tampa, Florida	$59.1K	$0	3	0.03%	Maintained
700	SBL Sargent Bickham Lagudis Boulder, Colorado	$55K	+$29.2K	1	0.01%	Increased