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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	Coldstream Capital Management Bellevue, Washington	$648K	-$177K	2	0.01%	Reduced
1077	Dakota Wealth Management Palm Beach Gardens, Florida	$645K	+$205K	2	0.01%	Increased
1078	Wilmington Savings Fund Society Wilmington, Delaware	$642K	-$91.9K	4	0.01%	Reduced
1079	Personal CFO Solutions Chester, New Jersey	$636K	+$50.9K	1	0.12%	Increased
1080	CL CIM LLC Albany, New York	$632K	+$371K	1	0.09%	New
1081	CIM CIM Investment Management Pittsburgh, Pennsylvania	$631K	+$294K	1	0.12%	Increased
1082	VI Versor Investments New York	$628K	-$63.7K	2	0.11%	Reduced
1083	CPA Capital Performance Advisors Walnut Creek, California	$626K	+$4.43K	1	0.12%	Increased
1084	PCM Princeton Capital Management Red Bank, New Jersey	$623K	+$6.3K	1	0.19%	Increased
1085	Freestone Capital Holdings Seattle, Washington	$617K	+$51.5K	1	0.02%	Increased
1086	JFS Wealth Advisors Hermitage, Pennsylvania	$616K	-$155K	5	0.04%	Reduced
1087	Cary Street Partners Richmond, Virginia	$614K	-$35.3K	2	0.02%	Reduced
1088	Smith, Moore & Co Clayton, Missouri	$600K	+$220K	1	0.05%	Increased
1089	Focus Partners Advisor Solutions Saint Louis, Missouri	$599K	-$37.8K	2	0.01%	Reduced
1090	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$595K	+$574K	1	0.14%	New
1091	Cambria Investment Management Manhattan Beach, California	$594K	-$2.45K	1	0.04%	Reduced
1092	TCOT Trust Company of Toledo Holland, Ohio	$591K	-$40.2K	2	0.07%	Reduced
1093	SCS Capital Management Boston, Massachusetts	$590K	+$2.11K	2	0.01%	Increased
1094	C Covestor London, United Kingdom	$589K	+$46.3K	13	0.35%	Increased
1095	Mather Group Chicago, Illinois	$587K	-$40.1K	1	0.01%	Reduced
1096	MS Madden Securities Dallas, Texas	$582K	+$556K	1	0.2%	New
1097	Blue Trust Inc Alpharetta, Georgia	$580K	+$41.3K	5	0.01%	Increased
1098	Allworth Financial Folsom, California	$578K	-$28.8K	12	0%	Reduced
1099	Gotham Asset Management New York	$577K	$0	2	0%	Maintained
1100	First Horizon Advisors Memphis, Tennessee	$576K	-$16.4K	7	0.01%	Reduced