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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
1476	RTC Riverview Trust Company Vancouver, Washington	$983	+$969	1	0%	New
1477	GIA GHP Investment Advisors Denver, Colorado	$955	$0	1	0%	Maintained
1478	TC Truvestments Capital Sarasota, Florida	$890	+$1K	1	0%	New
1479	GSEP Golden State Equity Partners South Coast Metro, California	$856	+$792	1	0%	New
1480	CFFP Center for Financial Planning Southfied, Michigan	$786	+$727	1	0%	New
1481	KFI Key Financial Inc West Chester, Pennsylvania	$755	+$720	2	0%	Increased
1482	KB Kimelman & Baird New York	$751	$0	1	0%	Maintained
1483	MFG Mendota Financial Group Madison, Wisconsin	$695	+$665	5	0%	New
1484	FPFS First Personal Financial Services Charlotte, North Carolina	$602	+$654	2	0%	New
1485	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$549	+$427	1	0%	Increased
1486	SWM Sanctuary Wealth Management Pocatello, Idaho	$464	+$429	1	0%	New
1487	CFO CVA Family Office Denver, Colorado	$427	+$480	1	0%	New
1488	WFA West Financial Advisors Des Moines, Iowa	$386	$0	1	0%	Maintained
1489	SWS SYSTM Wealth Solutions Chicago, Illinois	$383	-$163K	1	0.01%	Reduced
1490	WPA West Paces Advisors Atlanta, Georgia	$354	$0	1	0%	Maintained
1491	WOSD WFA of San Diego San Diego, California	$342	$0	1	0%	Maintained
1492	RFG REAP Financial Group Austin, Texas	$314	$0	1	0%	Maintained
1493	RAM Riggs Asset Management Dallas, Pennsylvania	$307	-$7	1	0%	Reduced
1494	FFA Frazier Financial Advisors Columbus, Ohio	$213	$0	1	0%	Maintained
1495	EAM Eukles Asset Management Cincinnati, Ohio	$157	+$73	1	0%	Increased
1496	SJIM St. Johns Investment Management Jacksonville, Florida	$149	+$51	1	0%	Increased
1497	BCH Berkshire Capital Holdings San Jose, California	$79	$0	1	0%	Maintained
1498	PA Pineridge Advisors St. Charles, Missouri	$39	+$36	1	0%	New
1499	FWM FSA Wealth Management Needham, Massachusetts	$8	+$7	1	0%	New
1500	6CM 683 Capital Management New York	$0	-$1.7M	0	–	Closed