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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
1526	CCM Cloud Capital Management Seattle, Washington	$149K	+$133K	5	0.08%	New
1527	OAM Ostrum Asset Management Paris, France	$145K	+$130K	1	0.01%	New
1528	MassMutual Private Wealth & Trust Windsor, Connecticut	$143K	+$4.14K	9	0%	Increased
1529	SWA SOA Wealth Advisors New York	$136K	$0	1	0.02%	Maintained
1530	BCM Berbice Capital Management Melville, New York	$133K	+$4.75K	2	0.08%	Increased
1531	W WealthCollab Bellevue, Washington	$128K	$0	2	0.06%	Maintained
1532	CSB City State Bank Norwalk, Iowa	$126K	-$3.88K	3	0.04%	Reduced
1533	TIM Tortoise Investment Management White Plains, New York	$123K	+$2.07K	7	0.01%	Increased
1534	FPF First Pacific Financial Vancouver, Washington	$122K	$0	1	0.02%	Maintained
1535	FCT First Community Trust Dubuque, Iowa	$119K	$0	2	0.09%	Maintained
1536	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$119K	+$8.71K	1	0.01%	Increased
1537	SP Saranac Partners London,	$117K	+$102K	1	0.02%	New
1538	EWM Evolution Wealth Management Fort Myers, Florida	$112K	+$101K	1	0.12%	New
1539	NP Ninepoint Partners Toronto, Ontario, Canada	$112K	+$97.6K	1	0.01%	New
1540	WA WPG Advisers Baltimore, Maryland	$112K	-$6.66K	5	0.09%	Reduced
1541	SP SIH Partners Wilmington, Delaware	$111K	$0	1	0%	Maintained
1542	Cullen/Frost Bankers San Antonio, Texas	$111K	+$14K	4	0%	Increased
1543	BONH Bank of New Hampshire Laconia, New Hampshire	$111K	$0	1	0.03%	Maintained
1544	AWM Activest Wealth Management Aventure, Florida	$106K	+$77.3K	2	0.02%	Increased
1545	GEA Glen Eagle Advisors Kingston, New Jersey	$106K	-$22.4K	3	0.01%	Reduced
1546	Catalyst Capital Advisors Huntington, New York	$105K	$0	1	0%	Maintained
1547	TWD True Wealth Design Akron, Ohio	$104K	+$5.64K	12	0.03%	Increased
1548	UFF USA Financial Formulas Ada, Michigan	$102K	+$100K	1	0.02%	New
1549	Central Trust Company Jefferson City, Missouri	$101K	+$3.38K	2	0%	Increased
1550	AWM AllSquare Wealth Management Albany, New York	$100K	$0	1	0.05%	Maintained