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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
651
BFA
Bill Few Associates
Pennsylvania
$244K +$166K 1 0.1% New
652
Farther Finance Advisors
Farther Finance Advisors
California
$241K +$40.7K 1 0.01% Increased
653
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$238K +$162K 1 0.01% New
654
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$238K +$191K 2 0.01% New
655
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$237K -$67.7K 1 0.01% Reduced
656
TSW
Three Seasons Wealth
Utah
$237K +$173K 1 0.17% New
657
ECM
EagleClaw Capital Management
Massachusetts
$236K +$160K 1 0.04% New
658
Walleye Capital
Walleye Capital
New York
$236K +$160K 1 0% New
659
BBP
Banco BTG Pactual
Brazil
$235K -$361K 1 0.04% Reduced
660
Marex Group
Marex Group
$234K -$93.4K 1 0.01% Reduced
661
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$233K +$45K 1 0% Increased
662
SPW
Surience Private Wealth
Washington
$233K +$158K 1 0.22% New
663
HUB Investment Partners
HUB Investment Partners
Texas
$231K -$155K 1 0.01% Reduced
664
Park Avenue Securities
Park Avenue Securities
New York
$231K +$157K 1 0% New
665
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$230K +$156K 1 0.01% New
666
Armistice Capital
Armistice Capital
New York
$226K +$153K 1 0% New
667
FHC
First Heartland Consultants
Missouri
$224K +$152K 1 0.02% New
668
FFS
Founders Financial Securities
Maryland
$223K +$152K 1 0.02% New
669
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$222K +$151K 1 0% New
670
EFS
Essex Financial Services
Connecticut
$222K +$151K 1 0.02% New
671
KCIC
Kuhn & Co Investment Counsel
Illinois
$221K +$150K 1 0.21% New
672
PI
PFG Investments
New York
$220K +$149K 1 0.01% New
673
CGL
Clarius Group LLC
Washington
$219K +$148K 1 0.02% New
674
HM Payson & Co
HM Payson & Co
Maine
$218K +$1.26K 1 0% Increased
675
LWM
LJI Wealth Management
Indiana
$218K +$148K 1 0.06% New