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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
1326	Carnegie Investment Counsel Pepper Pike, Ohio	$409K	-$8.33M	1	0.01%	Reduced
1327	AWM Affinity Wealth Management Wilmington, Delaware	$408K	+$5.55K	1	0.05%	Increased
1328	1IA 1620 Investment Advisors Plymouth, Massachusetts	$408K	-$8.11K	3	0.25%	Reduced
1329	Sagespring Wealth Partners Franklin, Tennessee	$408K	+$184K	2	0.01%	Increased
1330	SC Solstein Capital Menlo Park, California	$406K	$0	1	0.14%	Maintained
1331	FFS Founders Financial Securities Towson, Maryland	$404K	+$17.5K	1	0.02%	Increased
1332	LAS LWM Advisory Services Plantation, Florida	$404K	$0	1	0.72%	Maintained
1333	SG StoneX Group New York	$402K	+$78.9K	1	0.02%	Increased
1334	BIA BHK Investment Advisors Birmingham, Alabama	$401K	$0	1	0.12%	Maintained
1335	Donaldson Capital Management Evansville, Indiana	$396K	$0	1	0.01%	Maintained
1336	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$392K	-$173K	1	0.04%	Reduced
1337	KeyBank National Association Cleveland, Ohio	$392K	-$9.71K	1	0%	Reduced
1338	OMC Overbrook Management Corp New York	$388K	+$392K	1	0.06%	New
1339	MAC Mason & Associates (California) Los Angeles, California	$387K	-$24.6K	1	0.06%	Reduced
1340	OL one8zero8 LLC Greensboro, North Carolina	$383K	$0	1	0.08%	Maintained
1341	BIG Brookwood Investment Group Phoenix, Arizona	$379K	+$359K	1	0.04%	New
1342	AWF Alpha Wealth Funds Park City, Utah	$378K	+$188K	1	0.21%	Increased
1343	Hillsdale Investment Management Toronto, Ontario, Canada	$378K	+$127K	1	0.01%	Increased
1344	CAM Cozad Asset Management Champaign, Illinois	$378K	$0	1	0.02%	Maintained
1345	MFS Madrona Financial Services Everett, Washington	$377K	$0	1	0.07%	Maintained
1346	FGC First Growth Capital Pikesville, Maryland	$375K	+$142K	1	0.28%	Increased
1347	TWP Triad Wealth Partners Lawrence, Kansas	$374K	+$351K	1	0.02%	New
1348	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$374K	+$1.34K	1	0.03%	Increased
1349	GAB German American Bancorp Jasper, Indiana	$372K	-$651	1	0.03%	Reduced
1350	IAIM International Assets Investment Management Orlando, Florida	$369K	+$68.4K	3	0.02%	Increased