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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	PIA Panoramic Investment Advisors Denver, Colorado	$124K	$0	1	0.08%	Maintained
1352	C Certuity North Palm Beach, Florida	$123K	$0	1	0.01%	Maintained
1353	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$123K	+$153K	1	0.02%	New
1354	JCM Jacobi Capital Management Pittston, Pennsylvania	$123K	$0	1	0.01%	Maintained
1355	AG Ascent Group Virginia Beach, Virginia	$122K	+$141K	1	0.01%	New
1356	BCV Banque Cantonale Vaudoise Lausanne, Switzerland	$122K	+$141K	1	0.01%	New
1357	PTC Private Trust Company Cleveland, Ohio	$121K	+$19.7K	3	0.01%	Increased
1358	GC Globeflex Capital San Diego, California	$121K	$0	2	0.01%	Maintained
1359	BSG Black Swift Group Boulder, Colorado	$120K	-$2.46M	1	0.03%	Reduced
1360	QWM Quadcap Wealth Management Frisco, Texas	$120K	-$231	1	0.02%	Reduced
1361	SI Stonekeep Investments Sante Fe, New Mexico	$120K	+$8.95K	1	0.09%	Increased
1362	HIM Harbour Investment Management Edmonds, Washington	$119K	-$10.1K	1	0.05%	Reduced
1363	M MATAURO New York	$118K	$0	1	0.02%	Maintained
1364	NS NBC Securities Birmingham, Alabama	$118K	+$144K	2	0.01%	Increased
1365	CWP Core Wealth Partners Santa Rosa, California	$118K	+$136K	1	0.07%	New
1366	FCM Fortis Capital Management Bellevue, Washington	$118K	-$20.8K	1	0.02%	Reduced
1367	KWA Kellett Wealth Advisors Cincinnati, Ohio	$116K	+$144K	1	0.08%	New
1368	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$116K	-$14.4K	1	0.03%	Reduced
1369	FCT First Community Trust Dubuque, Iowa	$115K	$0	2	0.1%	Maintained
1370	PP PDS Planning Dublin, Ohio	$114K	+$131K	1	0.01%	New
1371	UFF USA Financial Formulas Ada, Michigan	$113K	-$71.1K	1	0.02%	Reduced
1372	FPF First Pacific Financial Vancouver, Washington	$113K	$0	1	0.02%	Maintained
1373	DAM Delta Asset Management Memphis, Tennessee	$110K	$0	1	0.01%	Maintained
1374	CCM Cloud Capital Management Seattle, Washington	$109K	+$127K	1	0.08%	New
1375	EverSource Wealth Advisors Birmingham, Alabama	$108K	-$248K	13	0.01%	Reduced