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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
1601	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$208K	-$2.63M	1	0.04%	Reduced
1602	NA Nautilus Advisors La Jolla, California	$207K	-$16.7K	1	0.14%	Reduced
1603	OFG Oxford Financial Group Carmel, Indiana	$205K	$0	1	0.01%	Maintained
1604	AWM Avaii Wealth Management Appleton, Wisconsin	$205K	$0	1	0.07%	Maintained
1605	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$203K	+$11.5K	10	0.02%	Increased
1606	GH GAM Holding Zurich, Switzerland	$203K	+$216K	1	0.01%	New
1607	AT American Trust Lexington, Kentucky	$203K	+$194K	1	0.02%	New
1608	CCA Checchi Capital Advisers Beverly Hills, California	$202K	+$184K	1	0.01%	New
1609	GFPC Global Financial Private Client Sarasota, Florida	$202K	-$273K	1	0.07%	Reduced
1610	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$202K	+$215K	1	0.11%	New
1611	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$201K	+$214K	1	0.07%	New
1612	CWA CogentBlue Wealth Advisors Knoxville, Tennessee	$200K	+$213K	1	0.14%	New
1613	Kestra Investment Management Austin, Texas	$196K	+$189K	1	0%	New
1614	BL BFSG LLC Irvine, California	$195K	-$81.4K	2	0.02%	Reduced
1615	CWM Consultiva Wealth Management San Juan, Puerto Rico	$195K	$0	1	0.55%	Maintained
1616	AWM Aprio Wealth Management Atlanta, Georgia	$192K	+$185K	1	0.01%	New
1617	CIAM Caitong International Asset Management Hong Kong	$192K	-$427K	8	0.05%	Reduced
1618	SI Symmetry Investments St Helier, Jersey	$190K	+$186K	1	0.02%	New
1619	MWA MN Wealth Advisors Overland Park, Kansas	$190K	+$183K	1	0.1%	New
1620	PGF Plan Group Financial Oklahoma City, Oklahoma	$190K	$0	1	0.05%	Maintained
1621	MWM Maltin Wealth Management Ridgewood, New Jersey	$189K	$0	1	0.08%	Maintained
1622	UFM Ursa Fund Management Danville, California	$189K	+$177K	1	0.01%	New
1623	TCP TMB Capital Partners Little Rock, Arkansas	$188K	+$180K	1	0.06%	New
1624	BIA Beacon Investment Advisors Gaithersburg, Maryland	$187K	+$3.42K	1	0.08%	Increased
1625	Migdal Insurance & Financial Holdings Petach Tikva, Israel	$186K	+$195K	1	0%	New