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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	TD Private Client Wealth New York	$17.8K	-$8.54K	4	0%	Reduced
1477	OIA Optimum Investment Advisors Chicago, Illinois	$17.3K	$0	2	0.01%	Maintained
1478	CAWM Capital A Wealth Management New Castle, Pennsylvania	$17K	$0	1	0.02%	Maintained
1479	Farmers & Merchants Investments Inc Lincoln, Nebraska	$16.9K	+$2.77K	5	0%	Increased
1480	SS Sunbelt Securities Houston, Texas	$16.7K	-$130K	3	0%	Reduced
1481	CT Clearstead Trust Portland, Maine	$16.5K	+$17.7K	3	0%	New
1482	GSWM Golden State Wealth Management Santa Ana, California	$16.1K	+$1.18K	4	0%	Increased
1483	FNWM Financial Network Wealth Management Draper, Utah	$16K	+$16.4K	1	0.01%	New
1484	CPG Cornerstone Planning Group Fairfield, New Jersey	$16K	+$9.49K	4	0%	Increased
1485	SRCM Signature Resources Capital Management Newport Beach, California	$15.6K	$0	1	0.01%	Maintained
1486	CW Curio Wealth Annapolis, Maryland	$15.4K	-$14.4K	1	0.01%	Reduced
1487	CWM Compass Wealth Management Guilford, Connecticut	$15.1K	+$9.51K	2	0%	Increased
1488	SN Sittner & Nelson Eugene, Oregon	$14.9K	$0	2	0.01%	Maintained
1489	DF DecisionPoint Financial Mesa, Arizona	$14.6K	-$14.6K	1	0%	Reduced
1490	AWM Activest Wealth Management Aventure, Florida	$14.4K	+$8.63K	3	0%	Increased
1491	AWM Ameliora Wealth Management Zurich, Switzerland	$14.2K	$0	1	0.01%	Maintained
1492	CWP Clark Wealth Partners O'fallon, Illinois	$14.2K	$0	1	0.01%	Maintained
1493	NSIM North Star Investment Management Chicago, Illinois	$13.3K	$0	3	0%	Maintained
1494	CX Institutional Auburn, Indiana	$13K	+$16.7K	1	0%	New
1495	HWM HighMark Wealth Management St. Paul, Minnesota	$12.9K	+$3.43K	1	0.01%	Increased
1496	BI Binnacle Investments Urbandale, Iowa	$12.6K	+$13.9K	3	0.01%	New
1497	FFO Fortitude Family Office Scottsdale, Arizona	$12.4K	+$288	6	0%	Increased
1498	BTC Bank & Trust Company Litchfield, Illinois	$11.6K	$0	1	0.01%	Maintained
1499	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$11.6K	$0	1	0.01%	Maintained
1500	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$11.5K	+$9.81K	2	0%	Increased