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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
1451	FWP FAS Wealth Partners Leawood, Kansas	$261K	+$3.13K	1	0.01%	Increased
1452	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$260K	+$246K	1	0.02%	New
1453	CH Canton Hathaway Providence, Rhode Island	$260K	+$9.67K	2	0.05%	Increased
1454	PAS PKS Advisory Services Albany, New York	$260K	+$16.5K	1	0.04%	Increased
1455	TPA Trivium Point Advisory Westport, Connecticut	$259K	+$55.9K	1	0.02%	Increased
1456	TW Trajan Wealth Scottsdale, Arizona	$259K	-$15.4K	1	0.01%	Reduced
1457	PineBridge Investments New York	$258K	-$1.45M	1	0%	Reduced
1458	OAM Ostrum Asset Management Paris, France	$258K	$0	1	0.01%	Maintained
1459	AFAS Acorn Financial Advisory Services Reston, Virginia	$257K	-$1.86K	1	0.03%	Reduced
1460	Brown Brothers Harriman & Co New York	$256K	+$13.3K	6	0%	Increased
1461	Moneta Group Investment Advisors St Louis, Missouri	$256K	+$62.9K	1	0%	Increased
1462	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$255K	+$8.69K	1	0.07%	Increased
1463	NC NovaPoint Capital Atlanta, Georgia	$253K	+$234K	1	0.05%	New
1464	BIA Beacon Investment Advisors Gaithersburg, Maryland	$251K	+$3.14K	1	0.08%	Increased
1465	RGF Retirement Guys Formula Maumee, Ohio	$249K	+$1.53K	1	0.09%	Increased
1466	HWM Hohimer Wealth Management Seattle, Washington	$249K	+$991	1	0.02%	Increased
1467	RMC Ring Mountain Capital Tiburon, California	$248K	-$26K	1	0.1%	Reduced
1468	TFA Transamerica Financial Advisors St. Petersburg, Florida	$247K	+$43.4K	9	0.02%	Increased
1469	MCA McGuire Capital Advisors Bethany, Oklahoma	$245K	-$93.1K	4	0.13%	Reduced
1470	PSA Plum Street Advisors New Orleans, Louisiana	$243K	$0	1	0.08%	Maintained
1471	Geneos Wealth Management Englewood, Colorado	$243K	-$164K	3	0%	Reduced
1472	MCM Morton Capital Management Calabasas, California	$242K	$0	1	0.03%	Maintained
1473	WWWM White Wing Wealth Management The Wodlands, Texas	$241K	+$8.2K	1	0.13%	Increased
1474	SAM Sagewood Asset Management New York	$241K	+$227K	1	0.05%	New
1475	SP Saranac Partners London,	$241K	+$243K	1	0.07%	New