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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	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$98.9K	+$87.9K	1	0.01%	New
1452	Scotia Capital Toronto, Ontario, Canada	$98.5K	-$1.58M	1	0%	Reduced
1453	GPFA Game Plan Financial Advisors Westlake, Ohio	$94.7K	-$29.7K	1	0.04%	Reduced
1454	Bogart Wealth LLC Mclean, Virginia	$94.1K	+$4.72K	2	0%	Increased
1455	SWA SOA Wealth Advisors New York	$93.5K	$0	1	0.02%	Maintained
1456	WA Whipplewood Advisors Littleton, Colorado	$92.9K	-$316K	5	0.05%	Reduced
1457	TWD True Wealth Design Akron, Ohio	$89.9K	+$25.5K	12	0.03%	Increased
1458	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$88.4K	-$30.6K	1	0.01%	Reduced
1459	TIM Tortoise Investment Management White Plains, New York	$84.1K	+$2.66K	4	0.01%	Increased
1460	Central Trust Company Jefferson City, Missouri	$82.8K	-$10.2K	3	0%	Reduced
1461	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$78.8K	$0	1	0%	Maintained
1462	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$77.9K	$0	1	0.05%	Maintained
1463	BONH Bank of New Hampshire Laconia, New Hampshire	$76.5K	+$2.64K	1	0.02%	Increased
1464	SP SIH Partners Wilmington, Delaware	$76.4K	$0	1	0%	Maintained
1465	HWM Hemington Wealth Management Falls Church, Virginia	$76K	+$2.63K	5	0.01%	Increased
1466	C Cliffwater Marina Del Rey, California	$75.1K	$0	1	0.02%	Maintained
1467	MWA Medallion Wealth Advisors Farmington, Connecticut	$74.1K	$0	2	0.03%	Maintained
1468	MCM MV Capital Management Bethesda, Maryland	$73.2K	-$160	3	0.01%	Reduced
1469	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$71K	$0	1	0%	Maintained
1470	AWM AllSquare Wealth Management Albany, New York	$69.2K	+$42.2K	1	0.04%	Increased
1471	Cullen/Frost Bankers San Antonio, Texas	$68.3K	-$19.4K	5	0%	Reduced
1472	Edmond de Rothschild Holding Chambesy, Switzerland	$61.4K	$0	1	0%	Maintained
1473	TCOV Trust Company of Vermont Brattleboro, Vermont	$61.1K	+$27.8K	3	0%	Increased
1474	LIS Legacy Investment Solutions Meridian, Idaho	$60.5K	+$43.8K	1	0.03%	New
1475	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$60.5K	+$1.05K	1	0.03%	Increased