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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
1076	VP Verum Partners Charlotte, North Carolina	$222K	$0	1	0.07%	Maintained
1077	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$222K	-$92	1	0.05%	Reduced
1078	Pine Valley Investments Marlton, New Jersey	$221K	-$705	1	0.01%	Reduced
1079	Foundations Investment Advisors Phoenix, Arizona	$221K	-$36.5K	1	0.01%	Reduced
1080	SRC Shufro Rose & Co New York	$220K	$0	1	0.02%	Maintained
1081	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$218K	-$15.5K	1	0%	Reduced
1082	Independent Financial Group San Diego, California	$218K	-$54.7K	1	0.01%	Reduced
1083	Antipodes Partners Royal Exchange, Australia	$217K	-$62.1M	1	0.01%	Reduced
1084	NL NWAM LLC Mercer Island, Washington	$217K	-$173K	1	0.06%	Reduced
1085	TPI Trust Point Inc La Crosse, Wisconsin	$216K	-$28.6K	1	0.02%	Reduced
1086	ZB Zions Bancorporation Salt Lake City, Utah	$212K	-$4.84K	2	0.02%	Reduced
1087	Pallas Capital Advisors Braintree, Massachusetts	$211K	+$198K	1	0.01%	New
1088	BL BFSG LLC Irvine, California	$211K	-$64K	2	0.03%	Reduced
1089	BWP BSW Wealth Partners Boulder, Colorado	$210K	+$207K	1	0.03%	New
1090	SWA Stratos Wealth Advisors Beachwood, Ohio	$209K	-$124K	1	0.01%	Reduced
1091	Level Four Advisory Services Dallas, Texas	$208K	-$458K	1	0.01%	Reduced
1092	PWG Portside Wealth Group Provo, Utah	$208K	+$189K	1	0.04%	New
1093	Prudential plc London, England, United Kingdom	$208K	$0	1	0%	Maintained
1094	BC Bridgefront Capital Austin, Texas	$207K	-$407K	1	0.09%	Reduced
1095	CCA Checchi Capital Advisers Beverly Hills, California	$207K	$0	1	0.01%	Maintained
1096	HIC Hartline Investment Corp Winnetka, Illinois	$207K	+$220K	1	0.03%	New
1097	F.L. Putnam Investment Management Lynnfield, Massachusetts	$206K	+$203K	1	0%	New
1098	EARNEST Partners Atlanta, Georgia	$206K	+$196K	1	0%	New
1099	SI Seeds Investor New York	$205K	+$202K	1	0.11%	New
1100	MIM Moseley Investment Management Bradenton, Florida	$205K	+$1.82K	1	0.09%	Increased