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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	LA LexAurum Advisors Overland Park, Kansas	$34K	$0	1	0.01%	Maintained
677	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$32K	+$681	5	0.01%	Increased
678	T TOBAM Paris, France	$32K	+$28.3K	1	0%	New
679	Penserra Capital Management Orinda, California	$30K	-$126K	3	0%	Reduced
680	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$28K	-$14K	1	0.01%	Reduced
681	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$28K	$0	1	0.02%	Maintained
682	Geneos Wealth Management Englewood, Colorado	$26K	+$2.37K	2	0%	Increased
683	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$26K	-$160	3	0.01%	Reduced
684	Pathstone Family Office Englewood, New Jersey	$24K	+$17.1K	1	0%	Increased
685	BCA Berman Capital Advisors Atlanta, Georgia	$23K	-$1.8K	1	0.01%	Reduced
686	Lazard Asset Management New York	$23K	-$77.2K	2	0%	Reduced
687	AIL AGF Investments LLC Toronto, Ontario, Canada	$22K	+$22.7K	1	0%	New
688	NFG Next Financial Group Houston, Texas	$21K	+$18.8K	3	0%	New
689	CCM Chiron Capital Management Tallahassee, Florida	$19K	+$18.7K	1	0.02%	New
690	Avior Wealth Management Omaha, Nebraska	$18K	$0	1	0%	Maintained
691	CFGS Concourse Financial Group Securities Birmingham, Alabama	$15K	+$5.66K	2	0%	Increased
692	PMFA Plante Moran Financial Advisors Southfield, Michigan	$15K	+$3.43K	2	0.01%	Increased
693	EWA Evolution Wealth Advisors Aventura, Florida	$14K	+$12.4K	1	0%	New
694	LC Lindbrook Capital Calabasas, California	$14K	$0	2	0%	Maintained
695	EWM Endurance Wealth Management Providence, Rhode Island	$13K	$0	2	0%	Maintained
696	LGWM Litman Gregory Wealth Management Larkspur, California	$13K	$0	1	0%	Maintained
697	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$13K	$0	1	0.01%	Maintained
698	LF Lee Financial Dallas, Texas	$12K	$0	1	0%	Maintained
699	ZB Zions Bancorporation Salt Lake City, Utah	$12K	+$8.92K	2	0%	Increased
700	Pinnacle Financial Partners (Tennessee) Nashville, Tennessee	$10K	$0	1	0%	Maintained