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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
1201	UFF USA Financial Formulas Ada, Michigan	$918	$0	1	0%	Maintained
1202	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$834	$0	1	0%	Maintained
1203	HM Payson & Co Portland, Maine	$834	$0	1	0%	Maintained
1204	LWA Lowe Wealth Advisors Columbia, Maryland	$834	$0	1	0%	Maintained
1205	GTAM Global Trust Asset Management West Palm Beach, Florida	$500	+$391	1	0%	New
1206	WFA West Financial Advisors Des Moines, Iowa	$409	$0	1	0%	Maintained
1207	WPA West Paces Advisors Atlanta, Georgia	$375	$0	1	0%	Maintained
1208	OP ORG Partners Roanoke, Indiana	$356	+$346	1	0%	New
1209	WBC West Branch Capital Amherst, Massachusetts	$301	$0	1	0%	Maintained
1210	Kayne Anderson Rudnick Investment Management Los Angeles, California	$243	$0	1	0%	Maintained
1211	WOSD WFA of San Diego San Diego, California	$198	+$154	1	0%	New
1212	TC Truvestments Capital Sarasota, Florida	$192	-$3.34K	1	0%	Reduced
1213	TWP TFO Wealth Partners Maumee, Ohio	$172	$0	2	0%	Maintained
1214	JWM Janiczek Wealth Management Denver, Colorado	$136	$0	1	0%	Maintained
1215	KFI Key Financial Inc West Chester, Pennsylvania	$98	$0	1	0%	Maintained
1216	SCA Stonebridge Capital Advisors St Paul, Minnesota	$98	$0	1	0%	Maintained
1217	IHWM Iron Horse Wealth Management Johston, Iowa	$33	-$2.55K	1	0%	Reduced
1218	PWMG Prestige Wealth Management Group Flemington, New Jersey	$8	$0	1	0%	Maintained
1219	1IA 1620 Investment Advisors Plymouth, Massachusetts	$0	-$133K	0	–	Closed
1220	1WA 180 Wealth Advisors Federal Way, Washington	$0	-$91.9K	0	–	Closed
1221	Advisor Partners II Walnut Creek, California	$0	-$45.2K	0	–	Closed
1222	AGF Management Toronto, Ontario, Canada	$0	-$667K	0	–	Closed
1223	ACG Allen Capital Group Grand Island, Nebraska	$0	-$50K	0	–	Closed
1224	Ameritas Advisory Services Lincoln, Nebraska	$0	-$30.6K	0	–	Closed
1225	AMG National Trust Bank Greenwood Village, Colorado	$0	-$569K	0	–	Closed