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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
1401	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$72.9K	$0	1	0.05%	Maintained
1402	Central Trust Company Jefferson City, Missouri	$70.5K	+$60.8K	3	0%	Increased
1403	SIS Strategic Investment Solutions Orland Park, Illinois	$69.5K	+$54.4K	2	0.02%	Increased
1404	GM GeoWealth Management Chicago, Illinois	$68.6K	-$20.9K	2	0%	Reduced
1405	SSB Sandy Spring Bank Olney, Maryland	$67.7K	+$17K	2	0%	Increased
1406	MCM MV Capital Management Bethesda, Maryland	$67.4K	+$423	3	0.01%	Increased
1407	WA Whipplewood Advisors Littleton, Colorado	$66.7K	+$300K	5	0.04%	Increased
1408	CWM Copia Wealth Management Bend, Oregon	$66.5K	+$74.9K	2	0.06%	Increased
1409	Picton Mahoney Asset Management Toronto, Ontario, Canada	$65K	-$8.09M	3	0%	Reduced
1410	NC NewSquare Capital Newtown Square, Pennsylvania	$63.2K	-$3.12K	4	0.01%	Reduced
1411	Cullen/Frost Bankers San Antonio, Texas	$62.9K	+$63.6K	4	0%	Increased
1412	MWA Medallion Wealth Advisors Farmington, Connecticut	$61.8K	$0	2	0.03%	Maintained
1413	SWA SOA Wealth Advisors New York	$59.7K	-$7.21K	1	0.01%	Reduced
1414	HWM Hemington Wealth Management Falls Church, Virginia	$58K	+$15.8K	5	0.01%	Increased
1415	Bogart Wealth LLC Mclean, Virginia	$57.6K	+$56K	3	0%	Increased
1416	PA PSI Advisors Tampa, Florida	$56.8K	$0	1	0.02%	Maintained
1417	T Tidemark San Diego, California	$56.4K	+$59.2K	2	0.02%	Increased
1418	WIM Westside Investment Management Santa Monica, California	$56.1K	+$3.08K	2	0.01%	Increased
1419	C Cliffwater Marina Del Rey, California	$56K	$0	1	0.01%	Maintained
1420	TIM Tortoise Investment Management White Plains, New York	$51.6K	$0	1	0.01%	Maintained
1421	FA Financial Avengers Oakland, California	$51.6K	$0	1	0.03%	Maintained
1422	BWM Bullock Wealth Management Bloomington, Indiana	$49.9K	$0	1	0.03%	Maintained
1423	W WealthCollab Bellevue, Washington	$49.8K	$0	2	0.03%	Maintained
1424	Washington Trust Westerly, Rhode Island	$48.8K	-$23.7K	1	0%	Reduced
1425	GBT Grove Bank & Trust Miami, Florida	$48.6K	+$56.2K	3	0.01%	Increased