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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	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$81K	+$86.4K	1	0.01%	New
1227	PG Prostatis Group Hanover, Maryland	$80.6K	$0	1	0.03%	Maintained
1228	Clearstead Advisors Cleveland, Ohio	$80.5K	+$4.8K	4	0%	Increased
1229	Brown Brothers Harriman & Co New York	$80.4K	-$23.3K	3	0%	Reduced
1230	Capital Advisors Inc Tulsa, Oklahoma	$80K	-$140K	1	0%	Reduced
1231	Capstone Investment Advisors New York	$79.5K	-$166K	1	0%	Reduced
1232	TPWA Twin Peaks Wealth Advisors Burlingame, California	$79.3K	+$7.05K	1	0.04%	Increased
1233	SWM Silverlake Wealth Management Williston, Vermont	$78.4K	+$83.7K	1	0.03%	New
1234	Procyon Advisors Shelton, Connecticut	$78K	-$705	1	0.01%	Reduced
1235	NRG Nemes Rush Group Novi, Michigan	$77.9K	$0	4	0.01%	Maintained
1236	Geneos Wealth Management Englewood, Colorado	$77.4K	-$13.9K	2	0%	Reduced
1237	QWM Quadcap Wealth Management Frisco, Texas	$76.7K	+$6.43K	1	0.01%	Increased
1238	SCM Steele Capital Management Dubuque, Iowa	$76K	+$5.29K	1	0%	Increased
1239	FA Fermata Advisors Sonoma, California	$75.9K	+$81K	1	0.02%	New
1240	MA Modus Advisors Excelsior, Minnesota	$75.2K	+$5.29K	1	0.03%	Increased
1241	BW Bison Wealth Atlanta, Georgia	$74.8K	$0	1	0.01%	Maintained
1242	OC Oakworth Capital Birmingham, Alabama	$74.6K	$0	1	0.01%	Maintained
1243	NorthRock Partners Minneapolis, Minnesota	$74.4K	-$6.96K	1	0%	Reduced
1244	WP Wealthspan Partners Davenport, Iowa	$73.5K	+$78.4K	1	0.04%	New
1245	WWM Wolff Wiese Magana Carslbad, California	$73.4K	-$403K	2	0.06%	Reduced
1246	KNW Kesler Norman & Wride Ogden, Utah	$72.7K	$0	1	0.02%	Maintained
1247	KA KLCM Advisors Milwaukee, Wisconsin	$72.7K	$0	1	0.01%	Maintained
1248	Smartleaf Asset Management Boston, Massachusetts	$72.3K	+$54.3K	8	0.01%	Increased
1249	JCM Jacobi Capital Management Pittston, Pennsylvania	$72K	-$217K	1	0.01%	Reduced
1250	IC Innealta Capital Austin, Texas	$71.7K	+$72.5K	2	0.02%	New