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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	AGA Accuvest Global Advisors Provo, Utah	$717K	-$165K	2	0.47%	Reduced
1052	CIC Chase Investment Counsel Charlottesville, Virginia	$717K	-$96.1K	1	0.23%	Reduced
1053	Claro Advisors Boston, Massachusetts	$711K	+$381K	2	0.12%	Increased
1054	Cornerstone Wealth Group Huntersville, North Carolina	$701K	+$161K	1	0.05%	Increased
1055	Integrated Advisors Network Dallas, Texas	$700K	+$34.6K	1	0.03%	Increased
1056	ABN AMRO Bank Amsterdam, Netherlands	$698K	-$28.1K	1	0.01%	Reduced
1057	AssetMark Inc Concord, California	$694K	-$69.9K	8	0%	Reduced
1058	LWAM Legacy Wealth Asset Management Woodbury, Minnesota	$692K	+$7.41K	1	0.18%	Increased
1059	Advisornet Financial Minnetonka, Minnesota	$691K	-$91.1K	2	0.04%	Reduced
1060	Alight Capital Management New York	$690K	+$659K	1	0.17%	New
1061	FIG Fortress Investment Group New York	$690K	+$659K	1	0.1%	New
1062	PM Penbrook Management New York	$687K	-$13.5K	1	0.52%	Reduced
1063	DI DKRT Investments Toronto,	$686K	+$599K	1	0.17%	New
1064	Triglav Skladi Ljubljana, Slovenia	$686K	-$143K	1	0.05%	Reduced
1065	Portside Wealth Group Provo, Utah	$681K	+$74.4K	2	0.1%	Increased
1066	NVIM New Vernon Investment Management Highland Park, Illinois	$677K	$0	1	0.79%	Maintained
1067	McKinley Carter Wealth Services Wheeling, West Virginia	$673K	$0	1	0.04%	Maintained
1068	Benjamin Edwards Inc Clayton, Missouri	$667K	+$578K	2	0.01%	New
1069	LFP Lakeshore Financial Planning St. Clair Shores, Michigan	$665K	-$227K	1	0.27%	Reduced
1070	Round Rock Advisors Wilton, Connecticut	$657K	+$140K	2	0.11%	Increased
1071	HITE Hedge Asset Management Braintree, Massachusetts	$655K	-$400K	1	0.04%	Reduced
1072	SG Straightline Group Troy, Michigan	$655K	+$16.8K	1	0.41%	Increased
1073	McGuire Investment Group Wakefield, Rhode Island	$655K	$0	1	0.08%	Maintained
1074	Independent Advisor Alliance Charlotte, North Carolina	$652K	+$26.9K	2	0.02%	Increased
1075	TC TownSquare Capital Provo, Utah	$650K	-$13.5M	2	0.06%	Reduced