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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
676
GAMMA Investing
GAMMA Investing
California
$216K +$4.5K 1 0.04% Increased
677
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$213K -$246K 1 0% Reduced
678
TFGT
TS Financial Group (TSFG)
Illinois
$212K -$59.2K 1 0.05% Reduced
679
AE Wealth Management
AE Wealth Management
Kansas
$211K -$3.6M 1 0% Reduced
680
AO
Allen Operations
New York
$209K +$142K 1 0.04% New
681
Axa
Axa
France
$208K +$141K 1 0% New
682
Procyon Advisors
Procyon Advisors
Connecticut
$207K +$141K 1 0.02% New
683
WWC
Waypoint Wealth Counsel
Georgia
$207K +$140K 1 0.16% New
684
Pine Valley Investments
Pine Valley Investments
New Jersey
$206K +$140K 1 0.01% New
685
CCG
Capital CS Group
California
$205K +$139K 1 0.2% New
686
OWG
Oxford Wealth Group
Florida
$205K +$139K 1 0.19% New
687
CC
Callan Capital
California
$204K +$139K 1 0.02% New
688
WPP
Whalerock Point Partners
Rhode Island
$203K +$138K 1 0.06% New
689
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$202K +$143K 1 0.01% New
690
EL
EMFO LLC
Florida
$202K +$11.7K 2 0.18% Increased
691
DWT
Dorsey & Whitney Trust
South Dakota
$201K +$137K 1 0.01% New
692
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$201K +$137K 1 0.01% New
693
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$200K +$136K 1 0% New
694
CI Investments Inc
CI Investments Inc
Ontario, Canada
$200K -$21.8K 1 0% Reduced
695
GLI
Guardian Life Insurance
New York
$199K +$135K 1 100% New
696
IGWM
ICA Group Wealth Management
Colorado
$199K -$9.9K 1 0.04% Reduced
697
GFP
Gryphon Financial Partners
Ohio
$198K +$134K 1 0.03% New
698
BCV
Banque Cantonale Vaudoise
Switzerland
$192K -$38.9K 1 0.01% Reduced
699
SAM
Shell Asset Management
Netherlands
$190K +$154K 1 0.01% New
700
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$189K -$540 1 0.01% Reduced