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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	MWM Meadowbrook Wealth Management Garden City, New York	$266K	+$239K	1	0.28%	New
1402	CWP CFM Wealth Partners Austin, Texas	$265K	+$40	1	0.04%	Increased
1403	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$265K	+$249K	1	0.08%	New
1404	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$264K	$0	1	0.07%	Maintained
1405	TWM Trueblood Wealth Management Lima, Ohio	$264K	+$237K	1	0.1%	New
1406	PIM Paradice Investment Management Denver, Colorado	$263K	+$53.7K	1	0.06%	Increased
1407	Greenleaf Trust Kalamazoo, Michigan	$262K	+$268K	1	0%	New
1408	WI Westbourne Investments Alexandria, Virginia	$261K	+$329K	1	0.12%	New
1409	EP Essential Partners Rancho Santa Fe, California	$261K	+$32.5K	10	0.09%	Increased
1410	M MATAURO New York	$260K	-$67.4K	1	0.04%	Reduced
1411	VIM Vancity Investment Management Vancouver, British Columbia, Canada	$258K	$0	1	0.03%	Maintained
1412	Armistice Capital New York	$257K	+$361K	1	0%	New
1413	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$255K	-$3.09K	1	0.01%	Reduced
1414	Apollon Wealth Management Mount Pleasant, South Carolina	$255K	+$229K	1	0%	New
1415	Capital Investment Advisors Atlanta, Georgia	$253K	+$227K	1	0%	New
1416	BL BFSG LLC Irvine, California	$252K	+$7.7K	2	0.02%	Increased
1417	WVP Worth Venture Partners Fort Lee, New Jersey	$251K	+$23.3K	1	0.73%	Increased
1418	First Merchants Corp Muncie, Indiana	$251K	$0	1	0.01%	Maintained
1419	Krane Funds Advisors New York	$250K	$0	1	0.01%	Maintained
1420	TFA Trinity Financial Advisors Columbus, Ohio	$249K	+$223K	1	0.07%	New
1421	Cassaday & Co Wealth Management Mclean, Virginia	$248K	+$223K	1	0.01%	New
1422	DA Dash Acquisitions Woodland Hills, California	$247K	+$190K	1	0.05%	New
1423	GGA Granite Group Advisors Stamford, Connecticut	$247K	$0	1	0.15%	Maintained
1424	PP PDS Planning Dublin, Ohio	$247K	+$33.1K	1	0.02%	Increased
1425	SM Sweeney & Michel Chico, California	$246K	+$10.3K	1	0.08%	Increased