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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	NWM Northwest Wealth Management Spencer, Iowa	$99.2K	$0	1	0.03%	Maintained
1202	YCG Yeomans Consulting Group Marietta, Georgia	$98.7K	+$159K	1	0.04%	New
1203	VCM Versant Capital Management Phoenix, Arizona	$97.8K	+$31.2K	5	0.02%	Increased
1204	CD Chapin Davis Baltimore, Maryland	$96K	+$7.05K	1	0.03%	Increased
1205	Palisade Capital Management Fort Lee, New Jersey	$95.8K	+$102K	1	0%	New
1206	Raymond James Trust St. Petersburg, Florida	$95.2K	-$112K	1	0%	Reduced
1207	FPF First Pacific Financial Vancouver, Washington	$94.9K	$0	1	0.02%	Maintained
1208	VWA Visionary Wealth Advisors O'fallon, Illinois	$94.2K	+$1.85K	1	0.01%	Increased
1209	Ballentine Partners Waltham, Massachusetts	$93.3K	+$6.82K	1	0%	Increased
1210	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$93.3K	+$99.6K	1	0.01%	New
1211	GFPC Global Financial Private Client Sarasota, Florida	$93K	+$7.08K	2	0.04%	Increased
1212	CA Crewe Advisors Salt Lake City, Utah	$92.8K	-$133	1	0.01%	Reduced
1213	CCB Cutter & Co Brokerage Ballwin, Missouri	$92.5K	+$98.7K	1	0.02%	New
1214	JWCA J.W. Cole Advisors Tampa, Florida	$92.2K	+$832	1	0%	Increased
1215	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$88.6K	$0	1	0.06%	Maintained
1216	ODG O'Dell Group Cincinnati, Ohio	$88.4K	$0	1	0.02%	Maintained
1217	HNB Hilltop National Bank Casper, Wyoming	$88.3K	+$4.6K	2	0.03%	Increased
1218	Washington Trust Westerly, Rhode Island	$87.3K	$0	1	0%	Maintained
1219	FCA FinTrust Capital Advisors Greenville, South Carolina	$86.8K	+$8.47K	3	0.02%	Increased
1220	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$85.7K	+$924	1	0.01%	Increased
1221	MWM Maltin Wealth Management Ridgewood, New Jersey	$84.6K	$0	1	0.05%	Maintained
1222	CFGS Concourse Financial Group Securities Birmingham, Alabama	$83.8K	-$7.13K	2	0.01%	Reduced
1223	Buckingham Strategic Wealth Clayton, Missouri	$82.2K	-$30.5K	1	0%	Reduced
1224	TFM TFC Financial Management Boston, Massachusetts	$81.3K	+$10.3K	3	0.01%	Increased
1225	CHA Cooper/Haims Advisors Victor, New York	$81.1K	-$11.3K	1	0.05%	Reduced