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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
876
RMG Wealth Management
RMG Wealth Management
Wisconsin
$63.5K $0 1 0.01% Maintained
877
E Fund Management (HK)
E Fund Management (HK)
Hong Kong
$63.4K -$41.1K 2 0.02% Reduced
878
Spire Wealth Management
Spire Wealth Management
Virginia
$63.3K -$55.2K 1 0% Reduced
879
Thurston Springer Miller Herd & Titak
Thurston Springer Miller Herd & Titak
Indiana
$62.9K $0 1 0.02% Maintained
880
Central Trust Company
Central Trust Company
Missouri
$62.6K -$102K 1 0% Reduced
881
SOA Wealth Advisors
SOA Wealth Advisors
New York
$61.7K $0 1 0.01% Maintained
882
Institute for Wealth Management
Institute for Wealth Management
Colorado
$60.7K +$74.9K 1 0.01% New
883
Advisors Asset Management
Advisors Asset Management
Colorado
$57K +$35.7K 1 0% Increased
884
Aventura Private Wealth
Aventura Private Wealth
Florida
$55.6K -$25.3K 1 0.02% Reduced
885
NBC Securities
NBC Securities
Alabama
$52.3K -$1.8K 1 0% Reduced
886
Quarry LP
Quarry LP
New York
$52.3K -$47.7K 4 0% Reduced
887
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$51.9K +$9.9K 1 0% Increased
888
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$51.2K -$20.1K 2 0% Reduced
889
Caitong International Asset Management
Caitong International Asset Management
Hong Kong
$50.6K -$918K 2 0.01% Reduced
890
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$47.5K +$181 1 0% Increased
891
Mosley Wealth Management
Mosley Wealth Management
California
$47.4K -$179K 1 0.02% Reduced
892
Mitsubishi UFJ Morgan Stanley Securities
Mitsubishi UFJ Morgan Stanley Securities
Japan
$47.2K -$137K 1 0.14% Reduced
893
TPW
TOP Private Wealth
Connecticut
$46.9K +$57.9K 1 0.05% New
894
Golden State Wealth Management
Golden State Wealth Management
California
$46.3K +$542 1 0% Increased
895
Hoey Investments
Hoey Investments
Pennsylvania
$45.6K $0 1 0.01% Maintained
896
Creative Financial Designs
Creative Financial Designs
Indiana
$45K -$42.4K 1 0% Reduced
897
Lugano Financial Advisors SA (LFA)
Lugano Financial Advisors SA (LFA)
Switzerland
$45K $0 1 0.03% Maintained
898
Cary Street Partners Investment Advisory
Cary Street Partners Investment Advisory
Virginia
$44.7K -$2.89K 1 0.01% Reduced
899
Estabrook Capital Management
Estabrook Capital Management
New York
$44.3K $0 1 0.01% Maintained
900
Capital Advisors Ltd
Capital Advisors Ltd
Ohio
$41K -$2.71K 1 0% Reduced