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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
1626	TC Truvestments Capital Sarasota, Florida	$70.5K	+$61.6K	3	0.01%	Increased
1627	EWM Evolution Wealth Management Fort Myers, Florida	$69.9K	+$2.95K	2	0.05%	Increased
1628	CFFP Center for Financial Planning Southfied, Michigan	$69.1K	$0	2	0.01%	Maintained
1629	CPG Cornerstone Planning Group Fairfield, New Jersey	$65.4K	+$39.1K	5	0.01%	Increased
1630	CWM Copia Wealth Management Bend, Oregon	$63.6K	-$60.9K	3	0.04%	Reduced
1631	CX Institutional Auburn, Indiana	$63K	+$36.2K	3	0%	Increased
1632	CB Community Bank Dewitt, New York	$61.7K	$0	1	0.01%	Maintained
1633	SIC SJS Investment Consulting Sylvania, Ohio	$61K	+$11.2K	6	0.01%	Increased
1634	AWM Activest Wealth Management Aventure, Florida	$60.6K	+$23.1K	3	0.01%	Increased
1635	OCWP Owl Creek Wealth Partners Denver, Colorado	$60.1K	+$72.6K	4	0.02%	New
1636	GEA Glen Eagle Advisors Kingston, New Jersey	$60K	-$17.9K	2	0.01%	Reduced
1637	PWA Physician Wealth Advisors Midvale, Utah	$59.2K	-$2.54K	4	0.01%	Reduced
1638	TFM TFC Financial Management Boston, Massachusetts	$58.5K	+$29K	4	0.01%	Increased
1639	IAAG Innovative Asset Advisors Group Shelton, Connecticut	$58.5K	+$77.5K	2	0.03%	New
1640	Catalyst Capital Advisors Huntington, New York	$56.6K	-$38.8K	1	0%	Reduced
1641	EC Elequin Capital New York	$56.4K	+$8.34K	3	0%	Increased
1642	QWM Quaker Wealth Management Moorestown, New Jersey	$56K	+$4.79K	3	0.02%	Increased
1643	RF Rossby Financial Melbourne, Florida	$54.9K	+$36.7K	5	0.01%	Increased
1644	BWM Bullock Wealth Management Bloomington, Indiana	$54.1K	$0	1	0.03%	Maintained
1645	AAG Armstrong Advisory Group Needham, Massachusetts	$53.6K	-$5.24K	2	0%	Reduced
1646	SCI SkyBridge Capital II New York	$52.4K	-$1.95M	1	0.4%	Reduced
1647	AIC Archer Investment Corporation Carmel, Indiana	$52.2K	+$14.6K	2	0.01%	Increased
1648	FA Financial Avengers Oakland, California	$51.7K	$0	2	0.02%	Maintained
1649	Mather Group Chicago, Illinois	$50.9K	-$429K	3	0%	Reduced
1650	RFA Reyes Financial Architecture San Diego, California	$50.4K	+$54K	1	0.04%	New