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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
Sowell Financial Services
Sowell Financial Services
Arkansas
$243K +$342K 1 0.01% New
677
Farther Finance Advisors
Farther Finance Advisors
California
$243K +$103K 1 0.01% Increased
678
NFG
Nations Financial Group
Iowa
$241K +$109K 1 0.02% Increased
679
MCIA
Mountain Capital Investment Advisors
Colorado
$240K -$39.7K 1 0.05% Reduced
680
BWA
Bordeaux Wealth Advisors
California
$239K +$336K 1 0.04% New
681
Sigma Planning Corp
Sigma Planning Corp
Michigan
$235K -$518K 1 0.01% Reduced
682
CFS
CRA Financial Services
New Jersey
$235K +$6.05K 1 0.04% Increased
683
DO
denkapparat Operations
Germany
$235K +$330K 1 0.25% New
684
WEG
World Equity Group
Illinois
$232K +$8.47K 1 0.07% Increased
685
FFA
Fi3 Financial Advisors
Indiana
$232K -$7.75K 1 0.09% Reduced
686
TL
Tradewinds LLC
North Carolina
$231K +$103K 1 0.07% Increased
687
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$228K +$50.6K 1 0.01% Increased
688
VWA
Visionary Wealth Advisors
Illinois
$228K -$19.1K 1 0.01% Reduced
689
SAM
Shell Asset Management
Netherlands
$227K $0 1 0.01% Maintained
690
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
$226K +$1.7K 1 0.01% Increased
691
AGA
Arkos Global Advisors
Texas
$225K +$11.6K 1 0.03% Increased
692
FH
FWG Holdings
Florida
$224K -$2.42K 1 0.11% Reduced
693
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$222K -$13.3K 1 0% Reduced
694
PFA
Pettinga Financial Advisors
Indiana
$222K $0 1 0.05% Maintained
695
AE Wealth Management
AE Wealth Management
Kansas
$221K +$59.3K 1 0% Increased
696
CI Investments Inc
CI Investments Inc
Ontario, Canada
$220K +$7.26K 1 0% Increased
697
EFS
Econ Financial Services
Pennsylvania
$220K +$309K 1 0.12% New
698
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$218K +$307K 1 0.05% New
699
CAP
Columbia Advisory Partners
Washington
$218K +$306K 1 0.19% New
700
RDWM
Red Door Wealth Management
Tennessee
$217K +$9.2K 1 0.03% Increased