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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
1051	WPW Warther Private Wealth Akron, Ohio	$60K	+$77.5K	1	0.04%	New
1052	ACS Archford Capital Strategies Swansea, Illinois	$59K	$0	1	0.01%	Maintained
1053	IA Inspire Advisors Meridian, Idaho	$58K	+$73.8K	1	0.02%	New
1054	KFP KMG Fiduciary Partners Toledo, Ohio	$58K	+$75K	1	0.01%	New
1055	Evercore Wealth Management New York	$57K	$0	1	0%	Maintained
1056	SCM SOL Capital Management Rockville, Maryland	$57K	+$72.5K	1	0.01%	New
1057	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$56K	$0	2	0.01%	Maintained
1058	CA Continuum Advisory Eagle, Idaho	$54K	-$882K	1	0.01%	Reduced
1059	Geneos Wealth Management Englewood, Colorado	$54K	+$9.82K	3	0%	Increased
1060	SteelPeak Wealth Woodland Hills, California	$54K	+$69.9K	1	0%	New
1061	Avior Wealth Management Omaha, Nebraska	$53K	+$31.4K	3	0.01%	Increased
1062	NCA New Century Advisors Chevy Chase, Maryland	$53K	+$21.2K	2	0.06%	Increased
1063	PWP Private Wealth Partners Mill Valley, California	$52K	+$70.5K	1	0.01%	New
1064	PAG Private Advisory Group Redmond, Washington	$51K	+$69.7K	1	0.01%	New
1065	EAM Exos Asset Management New York	$50K	+$10.6K	1	0.03%	Increased
1066	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$50K	-$37.9K	4	0.01%	Reduced
1067	ECG EPIQ Capital Group San Francisco, California	$49K	+$66.7K	1	0.02%	New
1068	PA PSI Advisors Tampa, Florida	$48K	+$38.8K	3	0.02%	Increased
1069	OC Oakworth Capital Birmingham, Alabama	$47K	$0	1	0%	Maintained
1070	VCM Versant Capital Management Phoenix, Arizona	$44K	-$217	4	0.02%	Reduced
1071	HFS Heritage Financial Services Westwood, Massachusetts	$43K	+$54.6K	1	0.02%	New
1072	Wealthspire Advisors (New York) New York	$41K	+$55.4K	1	0%	New
1073	Global Retirement Partners San Rafael, California	$40K	-$3.69K	5	0%	Reduced
1074	ACG Allen Capital Group Grand Island, Nebraska	$39K	$0	1	0.01%	Maintained
1075	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$39K	+$45.9K	1	0.02%	New