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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
1001	Envestnet Portfolio Solutions Chicago, Illinois	$1.27M	+$80.2K	3	0.01%	Increased
1002	IAS Insigneo Advisory Services Miami, Florida	$1.26M	+$578K	2	0.05%	Increased
1003	Waverly Advisors Birmingham, Alabama	$1.26M	+$23.9K	2	0.01%	Increased
1004	LF Lee Financial Dallas, Texas	$1.25M	-$4.12K	1	0.16%	Reduced
1005	EP Wealth Advisors Torrance, California	$1.25M	-$1.33M	3	0%	Reduced
1006	ALPS Advisors Denver, Colorado	$1.25M	+$196K	3	0.01%	Increased
1007	NC NewSquare Capital Newtown Square, Pennsylvania	$1.24M	+$136K	1	0.09%	Increased
1008	Coldstream Capital Management Bellevue, Washington	$1.24M	-$157K	4	0.02%	Reduced
1009	IFO Intrepid Family Office Sarasota, Florida	$1.24M	$0	1	0.92%	Maintained
1010	Luther King Capital Management (LKCM) Fort Worth, Texas	$1.23M	+$11.3K	1	0.01%	Increased
1011	OIMU Osmosis Investment Management UK London, United Kingdom	$1.22M	-$867K	2	0.06%	Reduced
1012	SGI Summit Global Investments Bountiful, Utah	$1.22M	+$559K	3	0.07%	Increased
1013	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$1.21M	-$2.59K	1	0.24%	Reduced
1014	SignatureFD Atlanta, Georgia	$1.21M	-$19K	11	0.02%	Reduced
1015	MLM Mount Lucas Management Newtown, Pennsylvania	$1.2M	+$578K	1	0.43%	Increased
1016	HCA Harbour Capital Advisors Tysons Corner, Virginia	$1.19M	-$2.06M	1	0.22%	Reduced
1017	PIP Philadelphia Investment Partners Voorhees, New Jersey	$1.19M	-$8.32K	2	0.74%	Reduced
1018	CIS Custom Index Systems New York	$1.19M	-$182K	2	0.43%	Reduced
1019	IP Intellectus Partners San Francisco, California	$1.18M	+$14.9K	1	0.2%	Increased
1020	SW Solidarity Wealth Lehi, Utah	$1.18M	$0	1	0.21%	Maintained
1021	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$1.17M	-$5.35K	1	0.07%	Reduced
1022	BC Bridgefront Capital Austin, Texas	$1.17M	+$226K	2	0.31%	Increased
1023	Larson Financial Group St Louis, Missouri	$1.16M	+$295K	12	0.03%	Increased
1024	EM ELCO Management New York	$1.16M	-$312K	1	0.5%	Reduced
1025	KAM Knightsbridge Asset Management Newport Beach, California	$1.15M	+$1.1M	2	0.15%	New