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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
1501	AW Avion Wealth The Woodlands, Texas	$223K	-$103	7	0.04%	Reduced
1502	WF WoodTrust Financial Wisconsin Rapids, Wisconsin	$222K	$0	1	0.03%	Maintained
1503	CFA Cahill Financial Advisors Edina, Minnesota	$220K	+$208K	1	0.02%	New
1504	KA Kercheville Advisors San Antonio, Texas	$220K	$0	1	0.07%	Maintained
1505	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$220K	+$208K	1	0.09%	New
1506	C Covestor London, United Kingdom	$219K	+$33.6K	14	0.13%	Increased
1507	CoreCap Advisors Southfield, Michigan	$219K	-$1.48M	7	0.01%	Reduced
1508	GAA Global Assets Advisory Orlando, Florida	$218K	+$72.9K	1	0.05%	Increased
1509	CT Chicago Trust Grayslake, Illinois	$217K	-$87.6K	1	0.03%	Reduced
1510	Phoenix Financial Givatayim, Israel	$217K	$0	1	0%	Maintained
1511	ERIC Eagle Rock Investment Company Atlanta, Georgia	$216K	+$9.52K	1	0.03%	Increased
1512	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$216K	+$791	11	0.01%	Increased
1513	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$216K	+$199K	1	0.03%	New
1514	CCA Checchi Capital Advisers Beverly Hills, California	$215K	+$203K	1	0.01%	New
1515	EAM Everstar Asset Management Mooresville, North Carolina	$213K	+$79.7K	1	0.1%	Increased
1516	PCM Palouse Capital Management Spokane, Washington	$210K	$0	1	0.13%	Maintained
1517	APFP Action Point Financial Planning Grand Rapids, Michigan	$209K	+$194K	8	0.02%	New
1518	Bartlett & Co Wealth Management Cincinnati, Ohio	$209K	+$168K	2	0%	Increased
1519	RFP Root Financial Partners Encinitas, California	$209K	-$220K	1	0.01%	Reduced
1520	WFMPM Woodley Farra Manion Portfolio Management Indianapolis, Indiana	$208K	+$181K	1	0.01%	New
1521	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$206K	$0	1	0.05%	Maintained
1522	PTP Platform Technology Partners New York	$206K	-$35K	1	0.03%	Reduced
1523	Kestra Investment Management Austin, Texas	$205K	-$3.06K	1	0%	Reduced
1524	SPAS Spectrum Planning & Advisory Services San Diego, California	$205K	+$194K	1	0.09%	New
1525	FSBI Fearless Solutions (Best Invest) San Antonio, Texas	$205K	+$193K	1	0.11%	New