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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
1851	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$6.54K	$0	1	0%	Maintained
1852	CT Colonial Trust Spartanburg, South Carolina	$6.45K	-$1.96K	3	0%	Reduced
1853	DWM Dogwood Wealth Management Lenexa, Kansas	$6.37K	+$5.46K	2	0%	Increased
1854	CMP Coston McIsaac & Partners Bar Harbor, Maine	$6K	$0	2	0%	Maintained
1855	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$5.97K	+$6.35K	1	0%	New
1856	EWP Elevation Wealth Partners Santa Rosa, California	$5.79K	+$5.51K	2	0%	Increased
1857	HNW High Note Wealth Deephaven, Minnesota	$5.75K	+$528	3	0%	Increased
1858	PWA Principia Wealth Advisory Dallas, Texas	$5.28K	+$858	2	0%	Increased
1859	BWM Bernard Wealth Management Royal Oak, Michigan	$5.24K	$0	1	0%	Maintained
1860	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$5.24K	+$5.57K	1	0%	New
1861	WA Whipplewood Advisors Littleton, Colorado	$5.02K	+$4.82K	1	0%	New
1862	FNWA Financial Network Wealth Advisors Murray, Utah	$4.91K	$0	2	0.01%	Maintained
1863	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$4.86K	+$1.95K	4	0%	Increased
1864	KG Kilter Group Rhinebeck, New York	$4.84K	+$747	2	0%	Increased
1865	WA Westfuller Advisors New York	$4.82K	$0	2	0%	Maintained
1866	BHWM Beaird Harris Wealth Management Dallas, Texas	$4.81K	$0	1	0%	Maintained
1867	GWSG GPS Wealth Strategies Group Centennial, Colorado	$4.71K	-$24.2K	1	0%	Reduced
1868	IA IFS Advisors Overland Park, Kansas	$4.53K	$0	1	0%	Maintained
1869	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$4.53K	+$4.12K	1	0%	New
1870	BFS Burkett Financial Services Rock Hill, South Carolina	$4.51K	+$1.03K	2	0%	Increased
1871	HWA HHM Wealth Advisors Chattanooga, Tennessee	$4.08K	+$3.71K	1	0%	New
1872	HFS Hughes Financial Services Herndon, Virginia	$4.03K	-$27.7K	2	0%	Reduced
1873	POIA Pin Oak Investment Advisors Houston, Texas	$4K	-$2.64K	1	0%	Reduced
1874	TCA Trifecta Capital Advisors Northbrook, Illinois	$3.95K	+$3.79K	1	0%	New
1875	WWA Wealth Watch Advisors Englewood, Colorado	$3.95K	$0	1	0%	Maintained