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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
726
Forefront Wealth Partners
Forefront Wealth Partners
Texas
$286K -$7.58K 1 0.09% Reduced
727
Dorsey & Whitney Trust
Dorsey & Whitney Trust
South Dakota
$286K -$118K 1 0.01% Reduced
728
COFG Advisors
COFG Advisors
Illinois
$282K +$348K 1 0.05% New
729
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
$280K -$2.35K 1 0% Reduced
730
MSH Capital Advisors
MSH Capital Advisors
Arizona
$280K +$28.2K 1 0.05% Increased
731
Evergreen Capital Management
Evergreen Capital Management
Washington
$278K -$117K 1 0% Reduced
732
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$278K +$16.6K 1 0.01% Increased
733
Total Wealth Planning & Management
Total Wealth Planning & Management
Florida
$278K +$343K 1 0.19% New
734
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$277K $0 1 0.01% Maintained
735
Prelude Capital Management
Prelude Capital Management
New York
$273K +$313K 1 0.02% New
736
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$273K -$31.4K 1 0.02% Reduced
737
Profund Advisors
Profund Advisors
Maryland
$273K -$10.1K 1 0.01% Reduced
738
Maridea Wealth Management
Maridea Wealth Management
New York
$271K -$1.08K 1 0.03% Reduced
739
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$271K -$32.8K 3 0.01% Reduced
740
ALPS Advisors
ALPS Advisors
Colorado
$269K +$333K 1 0% New
741
Expressive Wealth
Expressive Wealth
Illinois
$269K -$4.15K 1 0.25% Reduced
742
Spirepoint Private Client
Spirepoint Private Client
Florida
$269K -$78.9K 1 0.02% Reduced
743
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$265K -$61K 1 0% Reduced
744
BPI
BFC Planning, Inc.
Iowa
$264K +$219K 2 0.01% Increased
745
Waterfront Wealth
Waterfront Wealth
Kansas
$263K +$82.1K 1 0.04% Increased
746
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$262K +$12.3K 1 0.01% Increased
747
IAIM
International Assets Investment Management
Florida
$261K -$2.35K 1 0.02% Reduced
748
Certuity
Certuity
Florida
$261K +$85K 1 0.01% Increased
749
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$259K -$178K 1 0.02% Reduced
750
Keystone Wealth Services
Keystone Wealth Services
California
$259K -$20K 1 0.05% Reduced