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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
COFG Advisors
COFG Advisors
Illinois
$282K +$348K 1 0.05% New
727
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
$280K -$2.35K 1 0% Reduced
728
MSH Capital Advisors
MSH Capital Advisors
Arizona
$280K +$28.2K 1 0.05% Increased
729
Evergreen Capital Management
Evergreen Capital Management
Washington
$278K -$117K 1 0% Reduced
730
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$278K +$16.6K 1 0.01% Increased
731
Total Wealth Planning & Management
Total Wealth Planning & Management
Florida
$278K +$343K 1 0.19% New
732
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$277K $0 1 0.01% Maintained
733
Prelude Capital Management
Prelude Capital Management
New York
$273K +$313K 1 0.02% New
734
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$273K -$31.4K 1 0.02% Reduced
735
Profund Advisors
Profund Advisors
Maryland
$273K -$10.1K 1 0.01% Reduced
736
Maridea Wealth Management
Maridea Wealth Management
New York
$271K -$1.08K 1 0.03% Reduced
737
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$271K -$32.8K 3 0.01% Reduced
738
ALPS Advisors
ALPS Advisors
Colorado
$269K +$333K 1 0% New
739
Expressive Wealth
Expressive Wealth
Illinois
$269K -$4.15K 1 0.25% Reduced
740
Spirepoint Private Client
Spirepoint Private Client
Florida
$269K -$78.9K 1 0.02% Reduced
741
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$265K -$61K 1 0% Reduced
742
Waterfront Wealth
Waterfront Wealth
Kansas
$263K +$82.1K 1 0.04% Increased
743
Visionary Wealth Advisors
Visionary Wealth Advisors
Illinois
$262K +$12.3K 1 0.01% Increased
744
IAIM
International Assets Investment Management
Florida
$261K -$2.35K 1 0.02% Reduced
745
Certuity
Certuity
Florida
$261K +$85K 1 0.01% Increased
746
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$259K -$178K 1 0.02% Reduced
747
Keystone Wealth Services
Keystone Wealth Services
California
$259K -$20K 1 0.05% Reduced
748
Bensler
Bensler
Washington
$257K -$542 1 0.02% Reduced
749
OFI Invest Asset Management
OFI Invest Asset Management
France
$252K +$356K 1 0% New
750
KFP
Kerr Financial Planning
California
$251K -$11.3K 2 0.28% Reduced