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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
1426	Axxcess Wealth Management Carlsbad, California	$245K	-$6.09K	1	0.01%	Reduced
1427	CRI Colonial River Investments Midlothian, Virginia	$245K	-$6.09K	1	0.09%	Reduced
1428	HBK Sorce Advisory Erie, Pennsylvania	$242K	+$205K	1	0.01%	New
1429	Koshinski Asset Management Decatur, Illinois	$241K	$0	1	0.02%	Maintained
1430	MCM Morton Capital Management Calabasas, California	$241K	$0	1	0.04%	Maintained
1431	ZIG Zullo Investment Group Scranton, Pennsylvania	$238K	+$214K	1	0.09%	New
1432	CCWM Correct Capital Wealth Management Clayton, Missouri	$237K	+$213K	1	0.04%	New
1433	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$237K	$0	1	0.01%	Maintained
1434	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$235K	$0	1	0.07%	Maintained
1435	DIP Davis Investment Partners Charlotte, North Carolina	$234K	$0	1	0.08%	Maintained
1436	FHA Flagship Harbor Advisors Boston, Massachusetts	$234K	+$210K	1	0.01%	New
1437	TA Tectonic Advisors Frisco, Texas	$233K	$0	1	0.01%	Maintained
1438	AIM Anchor Investment Management Columbia, South Carolina	$233K	+$120	3	0.02%	Increased
1439	RFP Root Financial Partners Encinitas, California	$232K	+$224K	6	0.01%	New
1440	SouthState Corp Winter Haven, Florida	$232K	-$145K	4	0.01%	Reduced
1441	Clearstead Advisors Cleveland, Ohio	$232K	+$6.53K	8	0%	Increased
1442	Picton Mahoney Asset Management Toronto, Ontario, Canada	$231K	-$5.67M	1	0%	Reduced
1443	TCM Tuttle Capital Management Riverside, Connecticut	$230K	+$201K	1	0.87%	New
1444	TSS Two Sigma Securities New York	$230K	-$3.23M	1	0.03%	Reduced
1445	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$230K	$0	2	0%	Maintained
1446	OAS Optivise Advisory Services Franklin, Tennessee	$229K	+$248K	1	0.14%	New
1447	DCM DGS Capital Management Jersey City, New Jersey	$229K	-$161K	1	0.04%	Reduced
1448	RDWM Red Door Wealth Management Memphis, Tennessee	$229K	+$205K	1	0.02%	New
1449	CFA Cahill Financial Advisors Edina, Minnesota	$228K	$0	1	0.03%	Maintained
1450	CBA Coastal Bridge Advisors Westport, Connecticut	$228K	+$205K	1	0.02%	New