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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
1751	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$8.7K	+$1.05K	2	0%	Increased
1752	IWP IAG Wealth Partners Waukesha, Wisconsin	$8.64K	-$37.2K	1	0%	Reduced
1753	TGY2IT Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida	$8.63K	+$9.06K	1	0%	New
1754	WAS Winch Advisory Services Appleton, Wisconsin	$8.62K	$0	1	0%	Maintained
1755	CCC Chelsea Counsel Company Los Angeles, California	$8.51K	$0	1	0%	Maintained
1756	DF Dunhill Financial London, United Kingdom	$8.38K	+$9.79K	5	0%	Increased
1757	MCM Manchester Capital Management Manchester, Vermont	$8.35K	-$62.3K	3	0%	Reduced
1758	CH Cromwell Holdings Jackson, Wyoming	$8.34K	+$949	3	0%	Increased
1759	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$8.3K	+$11K	1	0.01%	New
1760	CT Clearstead Trust Portland, Maine	$8.28K	-$5.83K	3	0%	Reduced
1761	KFG Kingdom Financial Group Peoria, Arizona	$8.25K	+$1.98K	2	0%	Increased
1762	LAS Lloyd Advisory Services Suwanee, Georgia	$8.25K	+$8.77K	2	0%	New
1763	HWP Highline Wealth Partners Sherman Oaks, California	$8.19K	-$2.03K	3	0%	Reduced
1764	BLC Brown, Lisle/Cummings Providence, Rhode Island	$8.05K	+$8.64K	2	0%	New
1765	FIA FNY Investment Advisers New York	$8K	$0	1	0%	Maintained
1766	POIA Pin Oak Investment Advisors Houston, Texas	$8K	+$5.27K	2	0.01%	Increased
1767	CB CNB Bank Clearfield, Pennsylvania	$7.94K	$0	1	0%	Maintained
1768	PP PFS Partners Mine Hill, New Jersey	$7.44K	$0	1	0%	Maintained
1769	MB MidFirst Bank Oklahoma City, Oklahoma	$7.18K	-$31.7K	1	0%	Reduced
1770	OWP ORG Wealth Partners Dallas, Texas	$7.18K	$0	1	0%	Maintained
1771	AFC Ares Financial Consulting Calabasas, California	$7.03K	+$4.97K	2	0.01%	Increased
1772	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$7K	$0	1	0%	Maintained
1773	Kayne Anderson Rudnick Investment Management Los Angeles, California	$6.8K	$0	1	0%	Maintained
1774	S Sachetta Lynnfield, Massachusetts	$6.69K	+$3.54K	1	0%	Increased
1775	ORAM One River Asset Management Stamford, Connecticut	$6.47K	+$7.29K	1	0%	New