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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
1301	TFM TFC Financial Management Boston, Massachusetts	$168K	+$1.48K	3	0.03%	Increased
1302	AW Avion Wealth The Woodlands, Texas	$168K	+$662	5	0.04%	Increased
1303	VWA Visionary Wealth Advisors O'fallon, Illinois	$168K	-$43.9K	1	0.01%	Reduced
1304	KWM Kolinsky Wealth Management Ramsey, New Jersey	$165K	-$68.2K	1	0.1%	Reduced
1305	MCA Millennium Capital Advisors Little Rock, Arkansas	$164K	+$138K	1	0.11%	New
1306	PIA Panoramic Investment Advisors Denver, Colorado	$164K	$0	1	0.11%	Maintained
1307	SAI Systematic Alpha Investments Princeton, New Jersey	$164K	-$203K	1	0.01%	Reduced
1308	JCM Jacobi Capital Management Pittston, Pennsylvania	$163K	-$4.22K	1	0.01%	Reduced
1309	OCM Orion Capital Management Coronado, California	$162K	+$152K	2	0.07%	New
1310	MWM Maltin Wealth Management Ridgewood, New Jersey	$162K	$0	1	0.08%	Maintained
1311	DA Dash Acquisitions Woodland Hills, California	$162K	+$130K	1	0.03%	New
1312	PMWMG Parr McKnight Wealth Management Group Minneapolis, Minnesota	$162K	+$136K	1	0.02%	New
1313	SS Sunbelt Securities Houston, Texas	$160K	+$113K	3	0.01%	Increased
1314	TPA Trivium Point Advisory Westport, Connecticut	$160K	+$135K	1	0.02%	New
1315	GGA Granite Group Advisors Stamford, Connecticut	$160K	-$55.9K	1	0.1%	Reduced
1316	QWM Quadcap Wealth Management Frisco, Texas	$159K	-$16.4K	1	0.02%	Reduced
1317	RMC Ring Mountain Capital Tiburon, California	$159K	+$134K	1	0.11%	New
1318	HIC Hartline Investment Corp Winnetka, Illinois	$159K	+$2.6K	1	0.02%	Increased
1319	TWP Tempus Wealth Planning Irvine, California	$158K	+$203K	1	0.05%	New
1320	WFPG Waller Financial Planning Group Columbus, Ohio	$157K	-$1.3K	1	0.04%	Reduced
1321	C Certuity North Palm Beach, Florida	$156K	$0	1	0.02%	Maintained
1322	Park National Corp Newark, Ohio	$153K	-$49K	1	0.01%	Reduced
1323	BAM Blueshift Asset Management Red Bank, New Jersey	$153K	+$196K	1	0.06%	New
1324	Congress Wealth Management Boston, Massachusetts	$152K	-$32.3K	1	0%	Reduced
1325	RFMS RWQ Financial Management Services Naples, Florida	$150K	+$193K	1	0.06%	New