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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	Ballentine Partners Waltham, Massachusetts	$67.7K	+$2.74K	1	0%	Increased
1027	SSB Sandy Spring Bank Olney, Maryland	$67.6K	-$83.7K	1	0%	Reduced
1028	Callan Family Office Radnor, Pennsylvania	$67.1K	$0	1	0.02%	Maintained
1029	FWM FFT Wealth Management Philadelphia, Pennsylvania	$66.9K	$0	1	0.01%	Maintained
1030	PG Prostatis Group Hanover, Maryland	$66.9K	$0	1	0.04%	Maintained
1031	AGP Autumn Glory Partners Dallas, Texas	$66.8K	$0	1	0.06%	Maintained
1032	PWP Private Wealth Partners Mill Valley, California	$66.2K	$0	1	0.01%	Maintained
1033	JCM Jacobi Capital Management Pittston, Pennsylvania	$66.1K	+$66K	1	0.01%	New
1034	Evercore Wealth Management New York	$65.9K	$0	1	0%	Maintained
1035	SCP Sender Company & Partners New York	$65.4K	-$43.8K	1	0.07%	Reduced
1036	IFG Advisory Atlanta, Georgia	$64.9K	+$64.9K	1	0.01%	New
1037	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$63.1K	-$3.61K	1	0.02%	Reduced
1038	GA GFS Advisors Houston, Texas	$63K	$0	1	0.01%	Maintained
1039	SG StoneX Group New York	$62.5K	+$62.5K	1	0.01%	New
1040	CCA Cora Capital Advisors Marlton, New Jersey	$62.5K	+$1.32K	1	0.05%	Increased
1041	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$62K	+$58K	1	0.01%	New
1042	CCFM Clear Creek Financial Management Silverdale, Washington	$61.9K	+$61.9K	1	0.01%	New
1043	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$61.5K	-$1.21K	1	0.01%	Reduced
1044	PP Patron Partners Houston, Texas	$61.3K	+$61.2K	1	0.05%	New
1045	Pine Valley Investments Marlton, New Jersey	$60.8K	+$80.3K	1	0.01%	New
1046	CB CNB Bank Clearfield, Pennsylvania	$60.7K	$0	1	0.04%	Maintained
1047	CA Continuum Advisory Eagle, Idaho	$60.7K	-$194	1	0.01%	Reduced
1048	FA Fagan Associates Troy, New York	$60.7K	$0	1	0.02%	Maintained
1049	CX Institutional Auburn, Indiana	$60.3K	+$60.6K	1	0%	New
1050	FP Financial Perspectives Minneapolis, Minnesota	$58.6K	+$758	2	0.03%	Increased