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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
1226	WPA West Paces Advisors Atlanta, Georgia	$360	$0	1	0%	Maintained
1227	Kayne Anderson Rudnick Investment Management Los Angeles, California	$240	$0	1	0%	Maintained
1228	WOSD WFA of San Diego San Diego, California	$182	$0	1	0%	Maintained
1229	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$160	+$176	1	0%	New
1230	JWM Janiczek Wealth Management Denver, Colorado	$134	$0	1	0%	Maintained
1231	KFI Key Financial Inc West Chester, Pennsylvania	$61	$0	1	0%	Maintained
1232	SCA Stonebridge Capital Advisors St Paul, Minnesota	$61	$0	1	0%	Maintained
1233	WBC West Branch Capital Amherst, Massachusetts	$48	-$264	1	0%	Reduced
1234	IHWM Iron Horse Wealth Management Johston, Iowa	$32	$0	1	0%	Maintained
1235	PWMG Prestige Wealth Management Group Flemington, New Jersey	$8	$0	1	0%	Maintained
1236	RA Rise Advisors Rochester, New York	$6	-$11.9K	0	–	Closed
1237	6CM 683 Capital Management New York	$0	-$2.7M	0	–	Closed
1238	ACM Alight Capital Management New York	$0	-$2.43M	0	–	Closed
1239	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.52M	0	–	Closed
1240	ACM Ararat Capital Management Westport, Connecticut	$0	-$8.29M	0	–	Closed
1241	AP Arlington Partners Birmingham, Alabama	$0	-$135K	0	–	Closed
1242	AW Avion Wealth The Woodlands, Texas	$0	-$1.99K	2	0%	Reduced
1243	Banque Pictet & Cie Geneva 73, Switzerland	$0	-$167K	0	–	Closed
1244	BWM Baron Wealth Management Troy, Michigan	$0	-$394K	0	–	Closed
1245	BL BFSG LLC Irvine, California	$0	-$695K	0	–	Closed
1246	BCM BHZ Capital Management San Jose, California	$0	-$272K	0	–	Closed
1247	Bogart Wealth LLC Mclean, Virginia	$0	-$1.35K	0	–	Closed
1248	Brookfield Corp Toronto, Ontario, Canada	$0	-$2.92M	0	–	Closed
1249	Brookstone Capital Management Wheaton, Illinois	$0	-$453K	0	–	Closed
1250	Callan Family Office Radnor, Pennsylvania	$0	-$111K	0	–	Closed