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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	Calton & Associates Tampa, Florida	$534K	-$46.2K	1	0.08%	Reduced
1202	IFU iSAM Funds (UK) London, United Kingdom	$533K	-$885K	2	0.11%	Reduced
1203	Waldron Private Wealth Bridgeville, Pennsylvania	$529K	$0	1	0.02%	Maintained
1204	Ardmore Road Asset Management New York	$528K	+$475K	1	0.03%	New
1205	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$527K	$0	1	0.15%	Maintained
1206	Fortis Capital Management Bellevue, Washington	$523K	+$248K	2	0.07%	Increased
1207	NBC Securities Birmingham, Alabama	$521K	+$182K	4	0.04%	Increased
1208	KPF K2 Principal Fund Toronto, Ontario, Canada	$519K	-$71.4K	1	0.04%	Reduced
1209	Probity Advisors Dallas, Texas	$516K	-$43.6K	1	0.08%	Reduced
1210	Americana Partners Houston, Texas	$515K	+$72.1K	1	0.02%	Increased
1211	FA Fortis Advisors Wayne, Pennsylvania	$515K	-$280K	1	0.29%	Reduced
1212	Geneos Wealth Management Englewood, Colorado	$515K	-$389K	3	0.01%	Reduced
1213	Motley Fool Asset Management Alexandria, Virginia	$515K	+$42.9K	1	0.02%	Increased
1214	Eventide Asset Management Boston, Massachusetts	$514K	+$72K	1	0.01%	Increased
1215	Norden Group Provo, Utah	$513K	+$7.2K	2	0.05%	Increased
1216	Main Street Financial Solutions Newtown, Pennsylvania	$513K	+$265K	2	0.03%	Increased
1217	CFS Coordinated Financial Services Denver, Colorado	$512K	-$93.1K	1	0.33%	Reduced
1218	GeoWealth Management Chicago, Illinois	$511K	+$204K	1	0.02%	Increased
1219	AWS Arkfeld Wealth Strategies Omaha, Nebraska	$510K	-$88K	1	0.19%	Reduced
1220	MIC Meridian Investment Counsel Lafayette, California	$508K	$0	1	0.13%	Maintained
1221	CoreCap Advisors Southfield, Michigan	$506K	+$124K	6	0.02%	Increased
1222	Fifth Third Wealth Advisors Cincinnati, Ohio	$506K	+$182K	2	0.02%	Increased
1223	Trek Financial Scottsdale, Arizona	$505K	+$504K	1	0.03%	New
1224	PWM Prosperity Wealth Management San Ramon, California	$504K	+$54.9K	1	0.17%	Increased
1225	Corsair Capital Management New York	$504K	+$467K	2	0.08%	New