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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
1126	Partners Capital Investment Group Boston, Massachusetts	$788K	$0	1	0.03%	Maintained
1127	DL Dockside LLC New York	$788K	+$747K	1	0.18%	New
1128	SC Sepio Capital Salt Lake City, Utah	$783K	-$85.6K	1	0.04%	Reduced
1129	Dai-ichi Life Insurance Company Tokyo, Japan	$783K	$0	1	0.02%	Maintained
1130	FP Financial Perspectives Minneapolis, Minnesota	$783K	+$267K	2	0.19%	Increased
1131	Magnetar Financial Evanston, Illinois	$782K	-$1.58M	1	0.01%	Reduced
1132	Susquehanna Advisors Group Bala Cynwyd, Pennsylvania	$780K	$0	1	0.01%	Maintained
1133	VCP Verus Capital Partners Scottsdale, Arizona	$776K	+$138K	1	0.04%	Increased
1134	TWPM Total Wealth Planning & Management Ponte Vedra Beach, Florida	$772K	+$87.7K	1	0.52%	Increased
1135	FIA FNY Investment Advisers New York	$769K	+$533K	3	0.28%	Increased
1136	MIM Meros Investment Management Dallas, Texas	$768K	-$390K	1	0.24%	Reduced
1137	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$759K	+$42.7K	2	0.22%	Increased
1138	BCM Barometer Capital Management Toronto, Ontario, Canada	$756K	-$246K	1	0.21%	Reduced
1139	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$755K	+$333K	1	0.06%	Increased
1140	AF Advisornet Financial Minnetonka, Minnesota	$754K	+$63.3K	3	0.03%	Increased
1141	IB Intrust Bank Wichita, Kansas	$751K	-$71.4K	1	0.06%	Reduced
1142	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$751K	$0	1	0.04%	Maintained
1143	SG Straightline Group Troy, Michigan	$749K	-$85.9K	1	0.35%	Reduced
1144	UAS United Asset Strategies Garden City, New York	$744K	+$19.7K	1	0.05%	Increased
1145	SHGA Sand Hill Global Advisors Palo Alto, California	$739K	-$41.8K	1	0.02%	Reduced
1146	KA KLCM Advisors Milwaukee, Wisconsin	$739K	+$3.13K	1	0.06%	Increased
1147	SMC Smith, Moore & Co Clayton, Missouri	$738K	+$177K	2	0.05%	Increased
1148	SFO Stokes Family Office New Orleans, Louisiana	$735K	$0	1	0.09%	Maintained
1149	QFA Quattro Financial Advisors The Woodlands, Texas	$735K	+$337K	1	0.16%	Increased
1150	Western Wealth Management Golden, Colorado	$733K	-$7.36K	2	0.02%	Reduced