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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
701	VCM Versant Capital Management Phoenix, Arizona	$55K	-$1.07K	4	0.03%	Reduced
702	Geneos Wealth Management Englewood, Colorado	$54K	-$4.28K	3	0%	Reduced
703	FIA FNY Investment Advisers New York	$51K	+$29.9K	1	0.02%	Increased
704	Orion Portfolio Solutions Omaha, Nebraska	$46K	+$46.9K	1	0%	New
705	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$44K	+$47.1K	1	0.03%	New
706	CFA Carroll Financial Associates Charlotte, North Carolina	$40K	-$250	1	0%	Reduced
707	Americana Partners Houston, Texas	$37K	+$38K	1	0.02%	New
708	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$36K	$0	1	0.02%	Maintained
709	EI Ellevest Inc New York	$34K	+$32.1K	2	0.01%	Increased
710	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$34K	$0	1	0%	Maintained
711	Quadrant Capital Group Cincinnati, Ohio	$33K	-$24K	3	0%	Reduced
712	SMFS Squar Milner Financial Services Irvine, California	$33K	+$33.5K	2	0.02%	New
713	ED Exane Derivatives Paris, France	$30.3K	+$31.2K	1	0.01%	New
714	Citizens Financial Group Providence, Rhode Island	$29K	+$29.3K	1	0%	New
715	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$29K	$0	4	0.01%	Maintained
716	MWC MBM Wealth Consultants Chesterfield, Missouri	$27K	$0	1	0.02%	Maintained
717	EW Evoke Wealth Los Angeles, California	$25.5K	$0	1	0%	Maintained
718	Bogart Wealth LLC Mclean, Virginia	$24K	$0	1	0.01%	Maintained
719	HR Howe & Rusling Rochester, New York	$24K	+$1.84K	2	0%	Increased
720	CCA Column Capital Advisors Indianapolis, Indiana	$23K	+$24.9K	1	0.01%	New
721	SIA SeaBridge Investment Advisors Summit, New Jersey	$23K	$0	1	0.01%	Maintained
722	CFGS Concourse Financial Group Securities Birmingham, Alabama	$21K	-$119K	2	0%	Reduced
723	LWM Liberty Wealth Management Oakland, California	$17K	-$37K	2	0.01%	Reduced
724	BUB BBVA USA Bancshares Houston, Texas	$16K	+$16.1K	1	0%	New
725	BCA Berman Capital Advisors Atlanta, Georgia	$16K	-$3.31K	3	0%	Reduced