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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	TWP Tempus Wealth Planning Irvine, California	$421K	$0	1	0.1%	Maintained
1177	NG Norden Group Provo, Utah	$420K	-$104K	2	0.05%	Reduced
1178	TCA Transcend Capital Advisors Madison, New Jersey	$418K	-$56.4K	2	0.03%	Reduced
1179	SC Solstein Capital Menlo Park, California	$417K	$0	1	0.21%	Maintained
1180	CTC Cetera Trust Company St. Paul, Minnesota	$416K	+$23K	1	0.25%	Increased
1181	FFS Founders Financial Securities Towson, Maryland	$411K	+$3.96K	1	0.03%	Increased
1182	Williams Jones Wealth Management New York	$407K	+$356K	1	0%	New
1183	KWM Keebeck Wealth Management Chicago, Illinois	$406K	+$361K	1	0.05%	New
1184	SH SLT Holdings Scottsdale, Arizona	$404K	+$58.9K	1	0.3%	Increased
1185	CIS Custom Index Systems New York	$403K	+$49.8K	1	0.19%	Increased
1186	CA Calton & Associates Tampa, Florida	$403K	-$5.95K	1	0.07%	Reduced
1187	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$402K	-$44.9K	2	0.1%	Reduced
1188	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$401K	+$356K	1	0.13%	New
1189	SCA Sassicaia Capital Advisers Jericho, New York	$400K	+$290K	1	0.25%	New
1190	Hershey Trust Company Hershey, Pennsylvania	$399K	-$5.99M	1	0%	Reduced
1191	SCM Sterneck Capital Management Kansas City, Missouri	$398K	-$19.2K	1	0.2%	Reduced
1192	WP Wealthspan Partners Davenport, Iowa	$397K	+$2.57K	1	0.16%	Increased
1193	Venture Visionary Partners Sylvania, Ohio	$396K	$0	1	0.01%	Maintained
1194	CLA Carnegie Lake Advisors Princeton, New Jersey	$395K	$0	1	0.16%	Maintained
1195	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$395K	-$3.32K	1	0.08%	Reduced
1196	MAI Capital Management Independence, Ohio	$394K	+$69.7K	7	0%	Increased
1197	OL one8zero8 LLC Greensboro, North Carolina	$392K	-$6.59K	1	0.09%	Reduced
1198	PA Probity Advisors Dallas, Texas	$389K	-$9.52K	1	0.07%	Reduced
1199	AGM Alpine Global Management New York	$389K	-$4.8M	1	0.09%	Reduced
1200	LOAMU Lombard Odier Asset Management (USA) New York	$389K	+$78.2K	1	0.03%	Increased