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Crypto Exchanges

Crypto exchanges match buyers and sellers and earn fees on volume, so revenue rises and falls with speculation. Custody and staking services have made the mix somewhat less cyclical.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
501
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$533K +$362K 1 0.03% New
502
CoreCap Advisors
CoreCap Advisors
Michigan
$517K +$28.8K 1 0.03% Increased
503
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$516K +$294K 1 0.1% Increased
504
Yousif Capital Management
Yousif Capital Management
Michigan
$516K -$111K 1 0.01% Reduced
505
Lazard Asset Management
Lazard Asset Management
New York
$507K +$290K 1 0% Increased
506
Forum Financial Management
Forum Financial Management
Illinois
$504K -$22.7K 1 0.01% Reduced
507
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$501K +$340K 1 0% New
508
FHA
Flagship Harbor Advisors
Massachusetts
$498K +$116K 1 0.03% Increased
509
PFO
PMC FIG Opportunities
Israel
$494K +$335K 1 0.74% New
510
LWM
Laidlaw Wealth Management
New York
$493K -$25.4K 1 0.28% Reduced
511
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$493K +$110K 1 0.35% Increased
512
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$492K +$334K 1 0% New
513
VBFG
Vishria Bird Financial Group
Tennessee
$490K +$333K 1 0.21% New
514
EI
Ellevest Inc
New York
$489K +$119K 1 0.03% Increased
515
CI
Cigna Investments
Connecticut
$486K $0 1 0.09% Maintained
516
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$485K -$29.7K 1 0.02% Reduced
517
LAM
LECAP Asset Management
United Kingdom
$483K -$742K 1 0.1% Reduced
518
SWP
Strategic Wealth Partners
Ohio
$481K -$4.14K 1 0.05% Reduced
519
Comerica Bank
Comerica Bank
Texas
$479K -$227K 2 0% Reduced
520
IFP Advisors
IFP Advisors
Florida
$479K -$128K 2 0.02% Reduced
521
MAI Capital Management
MAI Capital Management
Ohio
$478K +$6.3K 1 0.01% Increased
522
KWS
Keystone Wealth Services
California
$475K -$7.74K 1 0.15% Reduced
523
CCM
Cinctive Capital Management
New York
$468K +$318K 1 0.02% New
524
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$466K -$121K 1 0.03% Reduced
525
JCM
Jacobi Capital Management
Pennsylvania
$465K -$382K 1 0.04% Reduced