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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
1826	CHC City Holding Co Charleston, West Virginia	$9.81K	-$88K	1	0%	Reduced
1827	PWMG Private Wealth Management Group Princeton, New Jersey	$9.64K	$0	3	0%	Maintained
1828	QA Quattro Advisors Pittsburgh, Pennsylvania	$9.53K	+$9.79K	1	0.01%	New
1829	SS Sunbelt Securities Houston, Texas	$9.46K	-$27.9K	6	0%	Reduced
1830	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$9.21K	$0	1	0%	Maintained
1831	FIA FNY Investment Advisers New York	$9K	-$987K	1	0%	Reduced
1832	GWM Greenline Wealth Management Boca Raton, Florida	$8.97K	+$8.9K	3	0.01%	New
1833	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$8.96K	+$806	2	0.01%	Increased
1834	B Bayban Bayport, Minnesota	$8.81K	+$9.03K	2	0.01%	New
1835	PP PFS Partners Mine Hill, New Jersey	$8.67K	$0	1	0%	Maintained
1836	CCC Chelsea Counsel Company Los Angeles, California	$8.62K	$0	1	0%	Maintained
1837	RTL Red Tortoise LLC Atlanta, Georgia	$8.59K	$0	1	0%	Maintained
1838	RWM Rialto Wealth Management Syracuse, New York	$8.23K	-$1.43K	5	0%	Reduced
1839	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$7.88K	+$4.82K	2	0%	Increased
1840	Kayne Anderson Rudnick Investment Management Los Angeles, California	$7.86K	$0	1	0%	Maintained
1841	CFM Cornerstone Financial Management Burlington, Massachusetts	$7.62K	+$7.67K	3	0.01%	New
1842	KFG Kingdom Financial Group Peoria, Arizona	$7.46K	+$6.8K	1	0%	New
1843	CW Curio Wealth Annapolis, Maryland	$7.14K	$0	1	0%	Maintained
1844	PPC Park Place Capital Homewood, Alabama	$7.03K	+$6.75K	1	0%	New
1845	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$7K	$0	1	0%	Maintained
1846	PWMG Prestige Wealth Management Group Flemington, New Jersey	$6.81K	$0	1	0%	Maintained
1847	SJIM St. Johns Investment Management Jacksonville, Florida	$6.73K	$0	1	0%	Maintained
1848	HIA HFM Investment Advisors Glassboro, New Jersey	$6.67K	+$3.3K	4	0%	Increased
1849	S Sachetta Lynnfield, Massachusetts	$6.62K	$0	1	0%	Maintained
1850	CTA Colonial Trust Advisors Spartanburg, South Carolina	$6.54K	+$6.97K	1	0%	New