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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
Spire Wealth Management
Spire Wealth Management
Virginia
$63.3K -$55.2K 1 0% Reduced
877
Thurston Springer Miller Herd & Titak
Thurston Springer Miller Herd & Titak
Indiana
$62.9K $0 1 0.02% Maintained
878
Central Trust Company
Central Trust Company
Missouri
$62.6K -$102K 1 0% Reduced
879
SOA Wealth Advisors
SOA Wealth Advisors
New York
$61.7K $0 1 0.01% Maintained
880
Institute for Wealth Management
Institute for Wealth Management
Colorado
$60.7K +$74.9K 1 0.01% New
881
Advisors Asset Management
Advisors Asset Management
Colorado
$57K +$35.7K 1 0% Increased
882
Aventura Private Wealth
Aventura Private Wealth
Florida
$55.6K -$25.3K 1 0.02% Reduced
883
NBC Securities
NBC Securities
Alabama
$52.3K -$1.8K 1 0% Reduced
884
Quarry LP
Quarry LP
New York
$52.3K -$47.7K 4 0% Reduced
885
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$51.9K +$9.9K 1 0% Increased
886
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$51.2K -$20.1K 2 0% Reduced
887
Caitong International Asset Management
Caitong International Asset Management
Hong Kong
$50.6K -$918K 2 0.01% Reduced
888
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$47.5K +$181 1 0% Increased
889
Mosley Wealth Management
Mosley Wealth Management
California
$47.4K -$179K 1 0.02% Reduced
890
Mitsubishi UFJ Morgan Stanley Securities
Mitsubishi UFJ Morgan Stanley Securities
Japan
$47.2K -$137K 1 0.14% Reduced
891
TPW
TOP Private Wealth
Connecticut
$46.9K +$57.9K 1 0.05% New
892
Golden State Wealth Management
Golden State Wealth Management
California
$46.3K +$542 1 0% Increased
893
Hoey Investments
Hoey Investments
Pennsylvania
$45.6K $0 1 0.01% Maintained
894
Creative Financial Designs
Creative Financial Designs
Indiana
$45K -$42.4K 1 0% Reduced
895
Lugano Financial Advisors SA (LFA)
Lugano Financial Advisors SA (LFA)
Switzerland
$45K $0 1 0.03% Maintained
896
Cary Street Partners Investment Advisory
Cary Street Partners Investment Advisory
Virginia
$44.7K -$2.89K 1 0.01% Reduced
897
Estabrook Capital Management
Estabrook Capital Management
New York
$44.3K $0 1 0.01% Maintained
898
Capital Advisors Ltd
Capital Advisors Ltd
Ohio
$41K -$2.71K 1 0% Reduced
899
Zions Bancorporation, National Association
Zions Bancorporation, National Association
Utah
$40.5K +$9.8K 2 0% Increased
900
HighMark Wealth Management
HighMark Wealth Management
Minnesota
$39.5K +$2.89K 2 0.01% Increased