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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
776
CreativeOne Wealth
CreativeOne Wealth
Kansas
$234K -$52.4K 1 0.01% Reduced
777
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$234K $0 1 0.01% Maintained
778
Mayflower Financial Advisors
Mayflower Financial Advisors
Massachusetts
$233K -$181K 1 0.02% Reduced
779
MAM
Morse Asset Management
Connecticut
$233K -$5.6K 1 0.04% Reduced
780
Frank Rimerman Advisors
Frank Rimerman Advisors
California
$233K -$604K 1 0.01% Reduced
781
Westmount Partners
Westmount Partners
California
$232K -$103K 1 0.05% Reduced
782
Colonial River Investments
Colonial River Investments
Virginia
$230K -$14.8K 1 0.07% Reduced
783
SIG Brokerage
SIG Brokerage
New York
$227K +$280K 1 0% New
784
Berger Financial Group
Berger Financial Group
Minnesota
$226K +$722 1 0.01% Increased
785
Belpointe Asset Management
Belpointe Asset Management
Nevada
$226K -$166K 1 0.01% Reduced
786
Equitable Trust
Equitable Trust
Tennessee
$225K +$278K 1 0.01% New
787
Interchange Capital Partners
Interchange Capital Partners
Pennsylvania
$223K -$172K 1 0.04% Reduced
788
AlphaGrep UK
AlphaGrep UK
$222K +$274K 1 0.07% New
789
Carter Financial Group
Carter Financial Group
Illinois
$221K -$361 1 0.11% Reduced
790
LCM Capital Management
LCM Capital Management
Illinois
$221K +$273K 1 0.1% New
791
Blueshift Asset Management
Blueshift Asset Management
New Jersey
$219K +$271K 1 0.05% New
792
Dover Advisors
Dover Advisors
Virginia
$219K +$175K 1 0.09% New
793
Capital Advisors Wealth Management
Capital Advisors Wealth Management
Washington
$218K +$1.99K 1 0.03% Increased
794
NBH Bank
NBH Bank
Colorado
$218K +$274K 2 0.09% New
795
CWM
Cornerstone Wealth Management
Missouri
$217K +$9.9K 1 0.01% Increased
796
DI
Diligent Investors
California
$217K $0 1 0.05% Maintained
797
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$215K +$90.3K 1 0% Increased
798
PCB Capital
PCB Capital
New Jersey
$215K +$12.1K 1 0.26% Increased
799
Evercore Wealth Management
Evercore Wealth Management
New York
$212K $0 1 0% Maintained
800
Delta Investment Management
Delta Investment Management
California
$212K +$262K 1 0.03% New