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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	WWA Wingate Wealth Advisors Lexington, Massachusetts	$17K	+$21.2K	2	0.02%	New
1477	TWD True Wealth Design Akron, Ohio	$16.8K	-$5.87K	3	0.01%	Reduced
1478	NCM Northwest Capital Management Lake Oswego, Oregon	$16.8K	$0	1	0.01%	Maintained
1479	Farmers & Merchants Investments Inc Lincoln, Nebraska	$16.2K	+$6.49K	5	0%	Increased
1480	SN Sittner & Nelson Eugene, Oregon	$15.5K	+$1.73K	2	0.01%	Increased
1481	CT Colonial Trust Spartanburg, South Carolina	$15.5K	+$12.4K	3	0%	Increased
1482	BTC Bank & Trust Company Litchfield, Illinois	$15.4K	$0	1	0.01%	Maintained
1483	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$15.4K	+$13K	1	0.01%	New
1484	CW Curio Wealth Annapolis, Maryland	$15.4K	+$13K	1	0.01%	New
1485	FS Financially Speaking Greenwood Village, Colorado	$15.4K	+$13K	1	0.01%	New
1486	CWP Clark Wealth Partners O'fallon, Illinois	$15.4K	+$16.1K	1	0.01%	New
1487	NSIM North Star Investment Management Chicago, Illinois	$15.1K	$0	3	0%	Maintained
1488	BSB Bangor Savings Bank Bangor, Maine	$14.5K	+$14.6K	1	0%	New
1489	TC Truvestments Capital Sarasota, Florida	$14.4K	+$12.5K	3	0%	Increased
1490	AWM Ameliora Wealth Management Zurich, Switzerland	$14K	+$14.2K	1	0.01%	New
1491	HWM HighMark Wealth Management St. Paul, Minnesota	$13.4K	+$857	1	0.01%	Increased
1492	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$13.4K	+$6.4K	1	0.01%	Increased
1493	Cullen/Frost Bankers San Antonio, Texas	$13.2K	-$21.7K	3	0%	Reduced
1494	Bogart Wealth LLC Mclean, Virginia	$12.7K	+$11K	2	0%	New
1495	FFO Fortitude Family Office Scottsdale, Arizona	$12.7K	-$66.6K	6	0%	Reduced
1496	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$12.6K	$0	1	0%	Maintained
1497	HM Payson & Co Portland, Maine	$12.5K	+$363	3	0%	Increased
1498	BLC Brown, Lisle/Cummings Providence, Rhode Island	$12.3K	$0	1	0%	Maintained
1499	Bank Julius Baer & Co Zurich, Switzerland	$12.3K	+$649	1	0%	Increased
1500	CA Continuum Advisory Eagle, Idaho	$11.6K	-$11K	3	0%	Reduced