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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
1376	GM GeoWealth Management Chicago, Illinois	$101K	-$2.97K	5	0%	Reduced
1377	Natixis Paris, France	$93.8K	-$1.4M	1	0%	Reduced
1378	BCM Berbice Capital Management Melville, New York	$93.2K	+$120K	1	0.07%	New
1379	MA Modus Advisors Excelsior, Minnesota	$93K	-$61.1K	1	0.03%	Reduced
1380	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$92.4K	$0	1	0.07%	Maintained
1381	OC Oakworth Capital Birmingham, Alabama	$91.2K	$0	1	0.01%	Maintained
1382	CD Chapin Davis Baltimore, Maryland	$90.6K	$0	1	0.03%	Maintained
1383	SWA SOA Wealth Advisors New York	$86.8K	+$18.2K	1	0.02%	Increased
1384	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$81.6K	+$105K	1	0.01%	New
1385	FA Financial Avengers Oakland, California	$81K	-$29.5K	1	0.04%	Reduced
1386	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$78.7K	+$70.1K	1	0.01%	New
1387	NC NewSquare Capital Newtown Square, Pennsylvania	$77.7K	+$6.91K	3	0.01%	Increased
1388	ACA Atlas Capital Advisors Jackson, Wyoming	$75.9K	-$5.74K	2	0.01%	Reduced
1389	ZB Zions Bancorporation Salt Lake City, Utah	$75.4K	$0	1	0%	Maintained
1390	PA PSI Advisors Tampa, Florida	$75.2K	$0	1	0.02%	Maintained
1391	MassMutual Private Wealth & Trust Windsor, Connecticut	$72.7K	+$11.2K	9	0%	Increased
1392	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$72K	+$72.6K	1	0.05%	New
1393	Larson Financial Group St Louis, Missouri	$70.3K	+$18.1K	8	0%	Increased
1394	Washington Trust Westerly, Rhode Island	$70.2K	$0	1	0%	Maintained
1395	RCM Ravenstone Capital Management Toronto,	$69.8K	+$73K	1	0.04%	New
1396	DCM Disciplina Capital Management Nashville, Tennessee	$69.8K	$0	1	0.01%	Maintained
1397	HNB Hilltop National Bank Casper, Wyoming	$69.4K	-$2.36K	1	0.02%	Reduced
1398	APW Aventura Private Wealth Aventura, Florida	$68.8K	+$65.8K	2	0.04%	New
1399	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$68.8K	-$1.78K	2	0.01%	Reduced
1400	TIM Tortoise Investment Management White Plains, New York	$68.4K	$0	1	0.01%	Maintained