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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
1351	CLA Carnegie Lake Advisors Princeton, New Jersey	$368K	$0	1	0.14%	Maintained
1352	BGM Burkehill Global Management New York	$366K	-$4.44M	1	0.01%	Reduced
1353	Fifth Third Wealth Advisors Cincinnati, Ohio	$366K	-$2.17K	1	0.01%	Reduced
1354	IP Indivisible Partners Clearwater, Florida	$365K	+$30.2K	1	0.02%	Increased
1355	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$364K	+$344K	1	0.08%	New
1356	EPA Element Pointe Advisors Miami, Florida	$364K	+$40.7K	1	0.06%	Increased
1357	SM Scoggin Management New York	$363K	+$372K	1	0.04%	New
1358	SFG Southern Financial Group Birmingham, Alabama	$362K	+$14.7K	1	0.09%	Increased
1359	FWTB First Western Trust Bank Denver, Colorado	$361K	+$4.11K	1	0.02%	Increased
1360	SC Shay Capital New York	$360K	-$469K	1	0.02%	Reduced
1361	NWAG Net Worth Advisory Group Sandy, Utah	$359K	+$250K	1	0.09%	New
1362	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$359K	+$91.9K	2	0.01%	Increased
1363	IA Integrity Alliance Urbandale, Iowa	$358K	-$3.47K	1	0.01%	Reduced
1364	FHC First Horizon Corporation Memphis, Tennessee	$358K	-$11.7K	5	0.01%	Reduced
1365	MAG Mayfair Advisory Group Birmingham, Alabama	$355K	+$12.2K	1	0.11%	Increased
1366	CreativeOne Wealth Overland Park, Kansas	$355K	-$142K	1	0.01%	Reduced
1367	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$355K	+$6.12K	1	0.05%	Increased
1368	MFAM Motley Fool Asset Management Alexandria, Virginia	$353K	-$75.9K	1	0.01%	Reduced
1369	TWM Thrive Wealth Management Audubon, Pennsylvania	$347K	-$33.3K	1	0.04%	Reduced
1370	CA Calton & Associates Tampa, Florida	$346K	+$12.7K	1	0.05%	Increased
1371	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$346K	$0	1	0.02%	Maintained
1372	OL Optas LLC Austin, Texas	$344K	+$146K	2	0.05%	Increased
1373	JCM Jacobi Capital Management Pittston, Pennsylvania	$342K	-$33.9K	1	0.02%	Reduced
1374	NAM NorthCrest Asset Manangement Plymouth, Minnesota	$342K	+$329K	1	0.01%	New
1375	Cornerstone Investment Partners Atlanta, Georgia	$338K	+$236K	1	0.01%	New