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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	Sierra Summit Advisors Incline Village, Nevada	$337K	+$242K	1	0.1%	New
902	PWS Precision Wealth Strategies Saint Louis, Missouri	$335K	-$921	1	0.33%	Reduced
903	IP Intellectus Partners San Francisco, California	$334K	+$179K	1	0.1%	New
904	DGS Capital Management Jersey City, New Jersey	$331K	-$51.9K	1	0.13%	Reduced
905	OR Olympiad Research Stamford, Connecticut	$330K	-$204K	2	0.26%	Reduced
906	IIA IPG Investment Advisors San Diego, California	$328K	-$38.7K	1	0.07%	Reduced
907	Ostrum Asset Management Paris, France	$324K	-$261K	1	0.03%	Reduced
908	BHPW Beverly Hills Private Wealth Beverly Hills, California	$323K	+$258K	1	0.08%	New
909	CFSG Clark Financial Services Group Chesterfield, Missouri	$323K	-$2.9K	1	0.41%	Reduced
910	BOK Financial Tulsa, Oklahoma	$322K	+$147K	4	0.01%	Increased
911	Tokio Marine Asset Management Tokyo, Japan	$319K	+$27K	1	0.02%	Increased
912	Magnus Financial Group New York	$317K	$0	1	0.04%	Maintained
913	Oxford Financial Group Carmel, Indiana	$315K	$0	1	0.02%	Maintained
914	PCC Park Circle Company Baltimore, Maryland	$314K	$0	1	0.28%	Maintained
915	Independent Advisor Alliance Charlotte, North Carolina	$313K	+$128K	2	0.01%	Increased
916	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$313K	-$41K	2	0.01%	Reduced
917	Bleakley Financial Group Fairfield, New Jersey	$312K	+$111K	2	0.01%	Increased
918	Simplicity Solutions Minneapolis, Minnesota	$312K	+$111K	2	0.01%	Increased
919	C Covestor London, United Kingdom	$312K	+$22.7K	9	0.21%	Increased
920	NewEdge Wealth Pittsburgh, Pennsylvania	$312K	+$303K	1	0.01%	New
921	PWM Prosperity Wealth Management San Ramon, California	$309K	+$247K	1	0.2%	New
922	JC JBF Capital Aspen, Colorado	$309K	-$101K	2	0.06%	Reduced
923	Silicon Valley Community Foundation Mountain View, California	$308K	-$5.48K	1	0.03%	Reduced
924	SIM Seaview Investment Managers Miami, Florida	$306K	+$105K	1	0.1%	Increased
925	Mackenzie Financial Toronto Ontario, Ontario, Canada	$306K	-$629K	2	0%	Reduced