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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	FWTB First Western Trust Bank Denver, Colorado	$237K	+$70.2K	1	0.01%	Increased
1202	LI LRI Investments Palm Beach Gardens, Florida	$237K	-$112K	3	0.02%	Reduced
1203	CNWM Clay Northam Wealth Management Huntington Beach, California	$236K	$0	1	0.15%	Maintained
1204	Geneos Wealth Management Englewood, Colorado	$235K	-$89.3K	4	0.01%	Reduced
1205	EWA Evolution Wealth Advisors Aventura, Florida	$235K	+$198K	1	0.04%	New
1206	Lido Advisors Los Angeles, California	$232K	+$13K	1	0%	Increased
1207	AE Wealth Management Topeka, Kansas	$231K	-$31.7K	1	0%	Reduced
1208	CRI Colonial River Investments Midlothian, Virginia	$230K	-$908	1	0.11%	Reduced
1209	Mather Group Chicago, Illinois	$230K	+$13.1K	4	0%	Increased
1210	Scharf Investments Los Gatos, California	$230K	$0	1	0.01%	Maintained
1211	BCG Bravias Capital Group Iselin, New Jersey	$230K	+$189K	1	0.19%	New
1212	SFM Signet Financial Management Parsippany, New Jersey	$229K	-$20.7K	1	0.03%	Reduced
1213	Krane Funds Advisors New York	$228K	-$29M	1	0.01%	Reduced
1214	Farther Finance Advisors San Francisco, California	$228K	+$459	10	0.01%	Increased
1215	CA Claro Advisors Boston, Massachusetts	$227K	-$211K	1	0.03%	Reduced
1216	PCP Polunin Capital Partners London, United Kingdom	$226K	$0	1	0.06%	Maintained
1217	GWM Greenwich Wealth Management Greenwich, Connecticut	$224K	$0	1	0.02%	Maintained
1218	BCM Bourgeon Capital Management Darien, Connecticut	$224K	-$58.4K	1	0.04%	Reduced
1219	SAF Smith Anglin Financial Dallas, Texas	$223K	-$6.49K	1	0.02%	Reduced
1220	LIM Leavell Investment Management Mobile, Alabama	$223K	+$172K	1	0.01%	New
1221	Americana Partners Houston, Texas	$222K	+$72.7K	1	0.01%	Increased
1222	LJAC L.J. Altfest & Co New York	$222K	+$230K	1	0.03%	New
1223	DIP Davis Investment Partners Charlotte, North Carolina	$222K	-$21.8K	1	0.09%	Reduced
1224	Cornerstone Investment Partners Atlanta, Georgia	$222K	+$174K	1	0.01%	New
1225	CH Canton Hathaway Providence, Rhode Island	$221K	-$9.08K	2	0.06%	Reduced