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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	YMRC Yorktown Management & Research Company Forest, Virginia	$245K	$0	1	0.23%	Maintained
1327	BCM Bourgeon Capital Management Darien, Connecticut	$243K	$0	1	0.05%	Maintained
1328	DIP Davis Investment Partners Charlotte, North Carolina	$243K	+$210K	1	0.09%	New
1329	Procyon Advisors Shelton, Connecticut	$242K	-$14.2K	1	0.02%	Reduced
1330	ACM Andina Capital Management Lehi, Utah	$240K	-$440K	1	0.17%	Reduced
1331	LJAC L.J. Altfest & Co New York	$238K	$0	1	0.03%	Maintained
1332	GM GeoWealth Management Chicago, Illinois	$238K	+$120K	2	0.01%	Increased
1333	RCM Requisite Capital Management Dallas, Texas	$237K	-$3.44K	1	0.05%	Reduced
1334	KFSC Keystone Financial Services (Colorado) Loveland, Colorado	$236K	-$1.57K	1	0.08%	Reduced
1335	BL BFSG LLC Irvine, California	$236K	$0	2	0.03%	Maintained
1336	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$235K	+$13K	1	0.01%	Increased
1337	PA PharVision Advisers Boca Raton, Florida	$234K	-$321K	1	0.34%	Reduced
1338	TFS Thoroughbred Financial Services Brentwood, Tennessee	$234K	-$270K	1	0.02%	Reduced
1339	IP Intellectus Partners San Francisco, California	$234K	-$469K	1	0.05%	Reduced
1340	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$234K	$0	1	0.07%	Maintained
1341	Krane Funds Advisors New York	$231K	-$41.8K	1	0.01%	Reduced
1342	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$230K	+$135K	1	0.08%	New
1343	CWA Canvas Wealth Advisors Shawnee, Kansas	$229K	+$683	1	0.05%	Increased
1344	J. Safra Sarasin Holding	$228K	-$1.23M	1	0%	Reduced
1345	VWA Visionary Wealth Advisors O'fallon, Illinois	$227K	+$21.3K	1	0.01%	Increased
1346	CFA Cahill Financial Advisors Edina, Minnesota	$227K	$0	1	0.03%	Maintained
1347	AI Atom Investors Austin, Texas	$226K	-$71.1K	1	0.02%	Reduced
1348	AIM Anchor Investment Management Columbia, South Carolina	$226K	+$328	3	0.02%	Increased
1349	BCM Barometer Capital Management Toronto, Ontario, Canada	$225K	+$56.4K	1	0.06%	Increased
1350	EPA Element Pointe Advisors Miami, Florida	$225K	+$197K	1	0.05%	New