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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
1251	AP Advisors Preferred Rockville, Maryland	$14K	-$3.07M	1	0%	Reduced
1252	AWM Activest Wealth Management Aventure, Florida	$14K	+$182	1	0.01%	Increased
1253	SWS SYSTM Wealth Solutions Chicago, Illinois	$13.8K	+$12.3K	3	0%	New
1254	ACM ADAR1 Capital Management Austin, Texas	$13.6K	+$13.7K	1	0%	New
1255	RCG Rock Creek Group Washington, District of Columbia	$13.5K	+$13.1K	1	0%	New
1256	PC Promethos Capital Boston, Massachusetts	$13.2K	+$12.3K	1	0.01%	New
1257	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$12.3K	+$9.82K	1	0.01%	New
1258	VAG VisionPoint Advisory Group Dallas, Texas	$12.2K	+$2.22K	2	0%	Increased
1259	NSIM North Star Investment Management Chicago, Illinois	$12.2K	$0	3	0%	Maintained
1260	TD Private Client Wealth New York	$12K	-$8K	2	0%	Reduced
1261	CIM Contravisory Investment Management Norwell, Massachusetts	$11.8K	+$11.5K	1	0%	New
1262	GWSG GPS Wealth Strategies Group Centennial, Colorado	$11.8K	-$192K	2	0%	Reduced
1263	First Beijing Investment Ltd Hong Kong	$11.8K	+$9.39K	1	0%	New
1264	MassMutual Private Wealth & Trust Windsor, Connecticut	$11.5K	-$12.5K	7	0%	Reduced
1265	FWM Focused Wealth Management Newburgh, New York	$11.5K	+$5.35K	1	0%	Increased
1266	CA Crewe Advisors Salt Lake City, Utah	$10.7K	-$102K	2	0%	Reduced
1267	CAS Coppell Advisory Solutions Coppell, Texas	$10.7K	+$2.91K	2	0%	Increased
1268	VWM Venturi Wealth Management Austin, Texas	$10.6K	+$63	3	0%	Increased
1269	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$10.5K	+$8.38K	1	0%	New
1270	NCM Northwest Capital Management Lake Oswego, Oregon	$10.4K	+$8.35K	1	0%	New
1271	PWMG Private Wealth Management Group Princeton, New Jersey	$10.4K	+$8.54K	4	0.01%	New
1272	Cullen/Frost Bankers San Antonio, Texas	$10.3K	-$90.6K	3	0%	Reduced
1273	AFS Annapolis Financial Services Annapolis, Maryland	$9.95K	$0	1	0%	Maintained
1274	BONH Bank of New Hampshire Laconia, New Hampshire	$9.95K	$0	1	0%	Maintained
1275	PWMG Provence Wealth Management Group Irvine, California	$9.95K	-$4.77K	1	0.01%	Reduced