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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
1026	CastleKnight Management New York	$1.14M	$0	1	0.02%	Maintained
1027	Circle Wealth Management Summit, New Jersey	$1.14M	+$154K	1	0.01%	Increased
1028	NFG Norris Financial Group Greenville, South Carolina	$1.14M	+$194K	1	0.45%	Increased
1029	CIAM Caitong International Asset Management Hong Kong	$1.14M	-$412K	12	0.16%	Reduced
1030	NewEdge Wealth Pittsburgh, Pennsylvania	$1.13M	+$350K	3	0.01%	Increased
1031	CWIG Chung Wu Investment Group Sugar Land, Texas	$1.13M	-$41.2K	1	0.74%	Reduced
1032	Krilogy Financial St. Louis, Missouri	$1.13M	+$393K	2	0.03%	Increased
1033	GP Guardian Partners Toronto, Canada	$1.13M	+$1.06M	2	0.1%	New
1034	JGC J. Goldman & Co New York	$1.13M	-$3.5M	1	0.03%	Reduced
1035	KP Keel Point Huntsville, Alabama	$1.12M	+$9.01K	1	0.07%	Increased
1036	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$1.12M	+$251K	1	0.63%	Increased
1037	AIA Group Hong Kong	$1.12M	-$502K	1	0.01%	Reduced
1038	BOK Financial Tulsa, Oklahoma	$1.11M	+$224K	4	0.02%	Increased
1039	IIA IPG Investment Advisors San Diego, California	$1.11M	+$120K	1	0.16%	Increased
1040	Csenge Advisory Group Clearwater, Florida	$1.11M	-$469K	1	0.04%	Reduced
1041	EC Elequin Capital New York	$1.1M	+$982K	4	0.03%	Increased
1042	World Investment Advisors Santa Barbara, California	$1.1M	-$139K	3	0.02%	Reduced
1043	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$1.09M	-$360K	2	0.11%	Reduced
1044	MC Machina Capital Paris, France	$1.09M	+$13.9K	2	0.17%	Increased
1045	RIA RPG Investment Advisory Pleasanton, California	$1.09M	+$338K	1	0.11%	Increased
1046	CFG Capital Financial Group Greenwood Village, Colorado	$1.08M	+$562K	1	0.57%	Increased
1047	TFA TPG Financial Advisors Portland, Oregon	$1.08M	+$377	1	0.32%	Increased
1048	CPM Connective Portfolio Management New York	$1.08M	+$1.02M	1	1.79%	New
1049	GA GFS Advisors Houston, Texas	$1.07M	+$4.85M	1	0.11%	Increased
1050	SBF Sara-Bay Financial Sarasota, Florida	$1.06M	$0	1	0.28%	Maintained