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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
1176	Bank Julius Baer & Co Zurich, Switzerland	$5K	-$60.7K	1	0%	Reduced
1177	RG Retirement Group San Diego, California	$5K	+$3.33K	1	0%	Increased
1178	FWM Focused Wealth Management Newburgh, New York	$4.86K	$0	1	0%	Maintained
1179	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$4.85K	+$4.54K	1	0%	New
1180	DCM Davidson Capital Management Corpus Christi, Texas	$4.59K	+$1.4K	1	0%	Increased
1181	FCA FinTrust Capital Advisors Greenville, South Carolina	$4.44K	$0	1	0%	Maintained
1182	SC Schubert & Co Mckinney, Texas	$4.44K	+$365	3	0%	Increased
1183	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$4.37K	$0	2	0%	Maintained
1184	ME McIlrath & Eck Arlington, Washington	$4.24K	$0	2	0%	Maintained
1185	CAL Capital Advisors Ltd Shaker Heights, Ohio	$4K	+$4.01K	2	0%	Increased
1186	POIA Pin Oak Investment Advisors Houston, Texas	$4K	$0	1	0%	Maintained
1187	EPM Equitec Proprietary Markets Chicago, Illinois	$3.98K	$0	1	0%	Maintained
1188	PB Pinnacle Bancorp Beatrice, Nebraska	$3.87K	$0	1	0%	Maintained
1189	TF Tompkins Financial Ithaca, New York	$3.84K	$0	1	0%	Maintained
1190	AWM Abound Wealth Management Franklin, Tennessee	$3.82K	$0	1	0%	Maintained
1191	CFO CVA Family Office Denver, Colorado	$3.82K	+$3.87K	1	0%	Increased
1192	HWA HHM Wealth Advisors Chattanooga, Tennessee	$3.77K	$0	1	0%	Maintained
1193	SIC SJS Investment Consulting Sylvania, Ohio	$3.68K	-$14	3	0%	Reduced
1194	BA Bellwether Advisors Lincoln, Nebraska	$3.67K	$0	1	0%	Maintained
1195	EWM Evermay Wealth Management Arlington, Virginia	$3.64K	$0	1	0%	Maintained
1196	SWA Sutton Wealth Advisors Tampa, Florida	$3.59K	-$97K	1	0%	Reduced
1197	TC Truvestments Capital Sarasota, Florida	$3.25K	-$12K	1	0%	Reduced
1198	ATC Adirondack Trust Company Saratoga Springs, New York	$3.09K	$0	1	0%	Maintained
1199	NL NVWM LLC Yardley, Pennsylvania	$3.04K	$0	1	0%	Maintained
1200	SC Steph & Co Marinette, Wisconsin	$3.04K	$0	1	0%	Maintained