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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	AO Advisor OS Chicago, Illinois	$245K	+$7.01K	1	0.03%	Increased
1052	Park National Corp Newark, Ohio	$244K	+$6.71K	1	0.01%	Increased
1053	GEA Glen Eagle Advisors Kingston, New Jersey	$243K	-$39.2K	3	0.04%	Reduced
1054	APW Axim Planning & Wealth Springboro, Ohio	$243K	+$61.8K	1	0.29%	Increased
1055	Investment Management Corp of Ontario (IMCO) Toronto, Canada	$242K	+$238K	1	0.01%	New
1056	BAM Bosun Asset Management Chicago, Illinois	$241K	+$138K	1	0.14%	Increased
1057	FFC First Financial Corp Terre Haute, Indiana	$241K	$0	2	0.12%	Maintained
1058	OWM OneAscent Wealth Management Birmingham, Alabama	$241K	-$7.2K	1	0.13%	Reduced
1059	PJWM Philip James Wealth Mangement Milton, Georgia	$241K	-$18.2K	1	0.16%	Reduced
1060	Sequoia Financial Advisors Akron, Ohio	$240K	-$8.49K	2	0%	Reduced
1061	PO Private Ocean San Rafael, California	$238K	+$255K	1	0.02%	New
1062	Evercore Wealth Management New York	$237K	+$176K	1	0%	Increased
1063	IWA IBEX Wealth Advisors Bedminster, New Jersey	$235K	+$231K	2	0.04%	New
1064	Comgest Global Investors Paris, France	$234K	-$14.2K	1	0%	Reduced
1065	AT American Trust Lexington, Kentucky	$233K	+$211K	1	0.02%	New
1066	DWM Drive Wealth Management Lehi, Utah	$233K	+$78	1	0.06%	Increased
1067	CH Canton Hathaway Providence, Rhode Island	$229K	$0	2	0.06%	Maintained
1068	BCM Bourgeon Capital Management Darien, Connecticut	$229K	$0	1	0.04%	Maintained
1069	Ashton Thomas Private Wealth Scottsdale, Arizona	$227K	+$218K	3	0.01%	New
1070	FWTB First Western Trust Bank Denver, Colorado	$227K	$0	1	0.01%	Maintained
1071	LJAC L.J. Altfest & Co New York	$226K	+$204K	1	0.03%	New
1072	Huntington National Bank Columbus, Ohio	$226K	+$25.8K	7	0%	Increased
1073	FCM Fortis Capital Management Bellevue, Washington	$223K	+$12.5K	1	0.05%	Increased
1074	Dynamic Advisor Solutions Phoenix, Arizona	$223K	+$17.6K	1	0.01%	Increased
1075	ACS Archford Capital Strategies Swansea, Illinois	$222K	$0	1	0.04%	Maintained