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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
1676	RWM Rialto Wealth Management Syracuse, New York	$9.41K	-$9.43K	4	0%	Reduced
1677	FF Finley Financial Las Vegas, Nevada	$9.13K	$0	1	0%	Maintained
1678	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$8.86K	-$40	4	0%	Reduced
1679	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$8.81K	+$5.95K	1	0%	Increased
1680	WOC West Oak Capital Westlake Village, California	$8.8K	$0	1	0%	Maintained
1681	RTL Red Tortoise LLC Atlanta, Georgia	$8.67K	$0	1	0%	Maintained
1682	CT Colonial Trust Spartanburg, South Carolina	$8.61K	-$6.28K	4	0%	Reduced
1683	MSG Main Street Group Glen Allen, Virginia	$8.6K	$0	2	0%	Maintained
1684	MCM Manchester Capital Management Manchester, Vermont	$8.51K	+$93	3	0%	Increased
1685	CCC Chelsea Counsel Company Los Angeles, California	$8.46K	$0	1	0%	Maintained
1686	PWMG Private Wealth Management Group Princeton, New Jersey	$8.45K	$0	3	0%	Maintained
1687	PP PFS Partners Mine Hill, New Jersey	$8.29K	-$20.9K	1	0%	Reduced
1688	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$8.13K	+$7.39K	2	0.01%	New
1689	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$8.09K	+$7.53K	1	0.03%	New
1690	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$8.01K	-$45.9K	1	0.02%	Reduced
1691	CYG Clean Yield Group Norwich, Vermont	$7.84K	$0	1	0%	Maintained
1692	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$7K	+$5.93K	1	0%	New
1693	Hillsdale Investment Management Toronto, Ontario, Canada	$6.98K	$0	1	0%	Maintained
1694	VWM Vermillion Wealth Management Rosemount, Minnesota	$6.9K	$0	1	0%	Maintained
1695	PWMG Prestige Wealth Management Group Flemington, New Jersey	$6.87K	+$6.17K	1	0%	New
1696	CW Curio Wealth Annapolis, Maryland	$6.87K	$0	1	0%	Maintained
1697	Kayne Anderson Rudnick Investment Management Los Angeles, California	$6.8K	$0	1	0%	Maintained
1698	SJIM St. Johns Investment Management Jacksonville, Florida	$6.79K	+$5.93K	1	0%	Increased
1699	POIA Pin Oak Investment Advisors Houston, Texas	$6.76K	+$3.58K	2	0%	Increased
1700	S Sachetta Lynnfield, Massachusetts	$6.68K	$0	1	0%	Maintained