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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	WP Wealthspan Partners Davenport, Iowa	$135K	+$43.6K	1	0.07%	Increased
1202	VSQM V-Square Quantitative Management Chicago, Illinois	$134K	+$4.68K	1	0.02%	Increased
1203	AAA American Alpha Advisors New York	$134K	+$124K	1	0.12%	New
1204	CAM Concorde Asset Management Ann Arbor, Michigan	$132K	-$14.7K	1	0.07%	Reduced
1205	IEFM IQ EQ Fund Management Dublin 2, Ireland	$130K	-$191K	1	0.01%	Reduced
1206	AFG Albion Financial Group Salt Lake City, Utah	$129K	$0	1	0.01%	Maintained
1207	WGC Watts Gwilliam & Co Gilbert, Arizona	$128K	+$111K	1	0.03%	New
1208	T TrueFG Cedar Park, Texas	$128K	+$7.27K	1	0.04%	Increased
1209	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$127K	$0	1	0.02%	Maintained
1210	FWP FAS Wealth Partners Leawood, Kansas	$127K	-$5.09K	1	0.01%	Reduced
1211	RCM Riverwood Capital Management Menlo Park, California	$126K	$0	1	0.29%	Maintained
1212	VCM Vivaldi Capital Management Chicago, Illinois	$124K	$0	1	0.04%	Maintained
1213	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$122K	+$30.2K	7	0.02%	Increased
1214	GSIAS Garden State Investment Advisory Services Red Bank, New Jersey	$122K	-$3.63K	1	0.04%	Reduced
1215	CNWM Clay Northam Wealth Management Huntington Beach, California	$121K	$0	1	0.08%	Maintained
1216	NWM Northwest Wealth Management Spencer, Iowa	$120K	+$2.22K	1	0.03%	Increased
1217	Kayne Anderson Rudnick Investment Management Los Angeles, California	$120K	+$127K	1	0%	Increased
1218	GEA Glen Eagle Advisors Kingston, New Jersey	$119K	-$126K	3	0.02%	Reduced
1219	FFWM Future Financial Wealth Management Cincinnati, Ohio	$119K	+$110K	1	0.08%	New
1220	Brown Brothers Harriman & Co New York	$118K	+$25K	3	0%	Increased
1221	SAF Smith Anglin Financial Dallas, Texas	$118K	+$32.7K	1	0.01%	Increased
1222	CFG Cooper Financial Group Irvine, California	$118K	+$109K	1	0.02%	New
1223	Clearstead Advisors Cleveland, Ohio	$116K	+$24.1K	4	0%	Increased
1224	MWM Maltin Wealth Management Ridgewood, New Jersey	$114K	$0	1	0.06%	Maintained
1225	Mather Group Chicago, Illinois	$114K	+$83.9K	4	0%	Increased