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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
951
Manchester Capital Management
Manchester Capital Management
Vermont
$18.6K -$722 1 0% Reduced
952
Albion Financial Group
Albion Financial Group
Utah
$18.4K -$35.7K 1 0% Reduced
953
APFP
Action Point Financial Planning
Michigan
$17.8K +$22.4K 2 0% New
954
Spectrum Wealth Advisory Group
Spectrum Wealth Advisory Group
California
$17K +$20.9K 1 0% New
955
Pinpoint Asset Management (Singapore)
Pinpoint Asset Management (Singapore)
$16.2K +$24.1K 1 0% New
956
J. Safra Asset Management
J. Safra Asset Management
New York
$15.5K +$16.2K 1 0% Increased
957
Philadelphia Investment Partners
Philadelphia Investment Partners
New Jersey
$15.3K -$181 1 0.01% Reduced
958
Covestor
Covestor
United Kingdom
$15K +$3.25K 2 0.01% Increased
959
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$14.8K -$9.03K 1 0% Reduced
960
Peoples Financial Services Corp
Peoples Financial Services Corp
Pennsylvania
$14.6K $0 1 0.01% Maintained
961
Duncker Streett & Co
Duncker Streett & Co
Missouri
$14.5K +$10.8K 1 0% Increased
962
Financial Consulate
Financial Consulate
Maryland
$14K -$5.96K 1 0% Reduced
963
Essential Partners
Essential Partners
California
$13.9K -$44.3K 3 0.01% Reduced
964
First United Bank & Trust
First United Bank & Trust
Maryland
$13.2K $0 1 0% Maintained
965
BWM
Bullock Wealth Management
Indiana
$12.7K $0 1 0.01% Maintained
966
CCC
Chelsea Counsel Company
California
$12.4K $0 1 0.01% Maintained
967
AWM
Aberdeen Wealth Management
Illinois
$12.4K +$15.3K 1 0.01% New
968
S&T Bank
S&T Bank
Pennsylvania
$12.3K -$18.4K 1 0% Reduced
969
Tidemark
Tidemark
California
$12.3K -$361 1 0% Reduced
970
Bell Investment Advisors
Bell Investment Advisors
California
$12.1K -$2.53K 1 0% Reduced
971
10Elms LLP
10Elms LLP
Oklahoma
$11.7K $0 1 0.01% Maintained
972
Evolution Wealth Management
Evolution Wealth Management
Florida
$11.4K $0 1 0.01% Maintained
973
Wilkerson Advisory Group
Wilkerson Advisory Group
Missouri
$11.4K +$542 1 0% Increased
974
Signature Resources Capital Management
Signature Resources Capital Management
California
$11.1K $0 1 0% Maintained
975
Abound Financial
Abound Financial
California
$11K $0 1 0% Maintained