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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	PG Prostatis Group Hanover, Maryland	$102K	$0	1	0.05%	Maintained
1002	Independent Advisor Alliance Charlotte, North Carolina	$101K	-$40K	1	0%	Reduced
1003	ODG O'Dell Group Cincinnati, Ohio	$101K	+$78.9K	1	0.03%	New
1004	IAS Insigneo Advisory Services Miami, Florida	$101K	+$78.6K	1	0.02%	New
1005	KCM KRS Capital Management Bloomfield, Michigan	$100K	-$72.4K	1	0.1%	Reduced
1006	Ballentine Partners Waltham, Massachusetts	$100K	+$5.58K	1	0%	Increased
1007	InterOcean Capital Group Nashville, Tennessee	$100K	-$25.1K	1	0%	Reduced
1008	SEM Suncoast Equity Management Tampa, Florida	$100K	$0	1	0.02%	Maintained
1009	Capital Advisors Inc Tulsa, Oklahoma	$99.6K	+$1.3K	1	0%	Increased
1010	Metis Global Partners San Diego, California	$99.3K	+$2.14K	1	0.01%	Increased
1011	MIM Meixler Investment Management Show Low, Arizona	$98.1K	-$6.33K	1	0.09%	Reduced
1012	SAF Smith Anglin Financial Dallas, Texas	$96.3K	$0	1	0.01%	Maintained
1013	FA Financial Avengers Oakland, California	$95.7K	$0	2	0.06%	Maintained
1014	Barings Charlotte, North Carolina	$94.7K	$0	1	0%	Maintained
1015	Moneta Group Investment Advisors St Louis, Missouri	$94.3K	-$18.8K	1	0%	Reduced
1016	Allworth Financial Folsom, California	$93.1K	-$609	4	0%	Reduced
1017	SPA Sherbrooke Park Advisers White Plains, New York	$92.3K	+$72.1K	1	0.05%	New
1018	Level Four Advisory Services Dallas, Texas	$91.4K	-$287K	1	0.01%	Reduced
1019	Prime Capital Investment Advisors Overland Park, Kansas	$91K	+$71.1K	1	0%	New
1020	JCM Jacobi Capital Management Pittston, Pennsylvania	$90.8K	$0	1	0.01%	Maintained
1021	DWA Dorsey Wright & Associates Pasadena, California	$90.5K	-$22K	1	0.03%	Reduced
1022	Evercore Wealth Management New York	$90.5K	$0	1	0%	Maintained
1023	MHR Matthew Hamilton Rosenberg	$90.2K	+$45.8K	3	0.03%	Increased
1024	PPC Park Place Capital Homewood, Alabama	$88.8K	-$71.5K	1	0.03%	Reduced
1025	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$87.1K	+$1.96K	1	0.01%	Increased