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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
901	SW SkyOak Wealth Southfield, Michigan	$144K	$0	2	0.05%	Maintained
902	EARNEST Partners Atlanta, Georgia	$143K	$0	2	0%	Maintained
903	CAC Certified Advisory Corp Altamonte Springs, Florida	$143K	+$524K	1	0.03%	New
904	TCTC Holdings Dallas, Texas	$142K	$0	1	0.01%	Maintained
905	RA Resolute Advisors San Francisco, California	$141K	$0	2	0.02%	Maintained
906	CSB City State Bank Norwalk, Iowa	$138K	$0	1	0.08%	Maintained
907	KCM KRS Capital Management Bloomfield, Michigan	$137K	+$2.46K	1	0.19%	Increased
908	FCM Firsthand Capital Management San Jose, California	$137K	$0	1	0.16%	Maintained
909	WI WrapManager Inc Mill Valley, California	$136K	+$20.2K	1	0.04%	Increased
910	MIM Moseley Investment Management Bradenton, Florida	$135K	-$3.57K	1	0.1%	Reduced
911	Oversea-Chinese Banking Corp (OCBC) Singapore	$135K	+$144K	1	0.01%	New
912	IWN Independent Wealth Network Urbandale, Iowa	$135K	+$29.3K	1	0.09%	Increased
913	CFGS Concourse Financial Group Securities Birmingham, Alabama	$134K	+$27.9K	3	0.01%	Increased
914	LAS LWM Advisory Services Plantation, Florida	$134K	+$71.4K	1	0.15%	Increased
915	DWA Dorsey Wright & Associates Pasadena, California	$129K	+$126K	2	0.04%	New
916	YMRC Yorktown Management & Research Company Forest, Virginia	$129K	-$359K	1	0.16%	Reduced
917	HIA Harbor Investment Advisory Lutherville, Maryland	$128K	-$33.2K	2	0.02%	Reduced
918	SSB Sandy Spring Bank Olney, Maryland	$128K	-$79.4K	2	0.01%	Reduced
919	AWM Activest Wealth Management Aventure, Florida	$128K	+$67.2K	2	0.04%	Increased
920	NC NinePointTwo Capital Los Angeles, California	$127K	-$824K	1	0.05%	Reduced
921	RIA Regal Investment Advisors Kentwood, Michigan	$127K	-$29.2K	1	0.01%	Reduced
922	Stratos Wealth Partners Beachwood, Ohio	$124K	-$56.4K	1	0%	Reduced
923	BS Boenning & Scattergood West Conshohocken, Pennsylvania	$124K	+$65.2K	1	0.02%	New
924	AP Arlington Partners Birmingham, Alabama	$122K	+$8.29K	2	0.02%	Increased
925	WPW Warther Private Wealth Akron, Ohio	$120K	+$7.03K	1	0.09%	Increased