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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	PWMG Prestige Wealth Management Group Flemington, New Jersey	$18K	-$178K	1	0.01%	Reduced
677	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$16K	$0	1	0%	Maintained
678	MWC MBM Wealth Consultants Chesterfield, Missouri	$16K	$0	1	0.01%	Maintained
679	Pathstone Family Office Englewood, New Jersey	$14K	+$19.5K	1	0%	New
680	SIA SeaBridge Investment Advisors Summit, New Jersey	$13K	$0	1	0.01%	Maintained
681	TI tru Independence Portland, Oregon	$13K	$0	1	0%	Maintained
682	Bogart Wealth LLC Mclean, Virginia	$12K	$0	1	0%	Maintained
683	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$12K	-$2.88K	5	0%	Reduced
684	DWA Dorsey Wright & Associates Pasadena, California	$11K	+$8.13K	2	0%	Increased
685	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$11K	+$13.9K	2	0.01%	Increased
686	Orion Portfolio Solutions Omaha, Nebraska	$10K	-$21.1K	1	0%	Reduced
687	CBT Capital Bank & Trust Irvine, California	$9K	$0	1	0%	Maintained
688	ZB Zions Bancorporation Salt Lake City, Utah	$9K	+$1.55K	1	0%	Increased
689	EWM Endurance Wealth Management Providence, Rhode Island	$8K	$0	2	0%	Maintained
690	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$8K	$0	1	0%	Maintained
691	Allworth Financial Folsom, California	$7K	+$12K	1	0%	New
692	CFGS Concourse Financial Group Securities Birmingham, Alabama	$7K	-$5.34K	2	0%	Reduced
693	LGWM Litman Gregory Wealth Management Larkspur, California	$7K	+$13.1K	1	0%	New
694	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$7K	$0	1	0.01%	Maintained
695	PMFA Plante Moran Financial Advisors Southfield, Michigan	$7K	$0	1	0%	Maintained
696	PP PrairieView Partners St. Paul, Minnesota	$7K	+$10.1K	1	0%	New
697	TCI Wealth Advisors Tucson, Arizona	$7K	+$3.67K	3	0%	Increased
698	VRM Vectors Research Management New York	$7K	+$9.51K	1	0%	New
699	AIC Ameritas Investment Company Lincoln, Nebraska	$5K	+$7.99K	3	0%	New
700	BCA Berman Capital Advisors Atlanta, Georgia	$5K	-$5.13K	1	0%	Reduced