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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	KFP KMG Fiduciary Partners Toledo, Ohio	$202K	+$146K	1	0.02%	New
1377	AW Avion Wealth The Woodlands, Texas	$202K	+$7K	8	0.05%	Increased
1378	Park National Corp Newark, Ohio	$201K	+$4.77K	1	0.01%	Increased
1379	PCM Palouse Capital Management Spokane, Washington	$201K	-$270	1	0.13%	Reduced
1380	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$201K	$0	1	0.01%	Maintained
1381	PAS PKS Advisory Services Albany, New York	$200K	+$145K	1	0.05%	New
1382	TA Tectonic Advisors Frisco, Texas	$200K	-$36	1	0.01%	Reduced
1383	HWM Horizon Wealth Management La Grange, Illinois	$198K	-$1.05K	1	0.03%	Reduced
1384	AT Arlington Trust Birmingham, Alabama	$197K	$0	2	0.04%	Maintained
1385	PWM Palacios Wealth Management Ormond Beach, Florida	$195K	+$141K	1	0.16%	New
1386	PIA Panoramic Investment Advisors Denver, Colorado	$194K	$0	1	0.12%	Maintained
1387	MCM Morton Capital Management Calabasas, California	$193K	$0	1	0.03%	Maintained
1388	EP Essential Partners Rancho Santa Fe, California	$193K	+$152K	8	0.08%	New
1389	SM Salzhauer Michael	$192K	+$74.7K	1	0.11%	Increased
1390	JCM Jacobi Capital Management Pittston, Pennsylvania	$192K	$0	1	0.01%	Maintained
1391	PTC Private Trust Company Cleveland, Ohio	$191K	+$15.4K	3	0.02%	Increased
1392	PWP Private Wealth Partners Mill Valley, California	$191K	$0	1	0.01%	Maintained
1393	Clearstead Advisors Cleveland, Ohio	$191K	+$56.2K	8	0%	Increased
1394	Sagespring Wealth Partners Franklin, Tennessee	$189K	+$137K	1	0%	New
1395	Great Valley Advisor Group Wilmington, Delaware	$188K	-$66.1K	1	0%	Reduced
1396	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$187K	+$163K	1	0.01%	New
1397	WWWM White Wing Wealth Management The Wodlands, Texas	$187K	+$135K	1	0.13%	New
1398	GF Fund Management Guangzhou, China	$187K	-$415K	1	0%	Reduced
1399	EdgePoint Investment Group Toronto, Ontario, Canada	$186K	+$163K	1	0%	New
1400	ERIC Eagle Rock Investment Company Atlanta, Georgia	$186K	+$40.7K	1	0.03%	Increased