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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
JPL Wealth Management
JPL Wealth Management
Colorado
$18.9K +$15.7K 1 0% Increased
952
Highline Wealth Partners
Highline Wealth Partners
California
$18.7K +$1.26K 1 0% Increased
953
Manchester Capital Management
Manchester Capital Management
Vermont
$18.6K -$722 1 0% Reduced
954
Albion Financial Group
Albion Financial Group
Utah
$18.4K -$35.7K 1 0% Reduced
955
APFP
Action Point Financial Planning
Michigan
$17.8K +$22.4K 2 0% New
956
Spectrum Wealth Advisory Group
Spectrum Wealth Advisory Group
California
$17K +$20.9K 1 0% New
957
Pinpoint Asset Management (Singapore)
Pinpoint Asset Management (Singapore)
$16.2K +$24.1K 1 0% New
958
J. Safra Asset Management
J. Safra Asset Management
New York
$15.5K +$16.2K 1 0% Increased
959
Philadelphia Investment Partners
Philadelphia Investment Partners
New Jersey
$15.3K -$181 1 0.01% Reduced
960
Covestor
Covestor
United Kingdom
$15K +$3.25K 2 0.01% Increased
961
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$14.8K -$9.03K 1 0% Reduced
962
Peoples Financial Services Corp
Peoples Financial Services Corp
Pennsylvania
$14.6K $0 1 0.01% Maintained
963
Duncker Streett & Co
Duncker Streett & Co
Missouri
$14.5K +$10.8K 1 0% Increased
964
Financial Consulate
Financial Consulate
Maryland
$14K -$5.96K 1 0% Reduced
965
Essential Partners
Essential Partners
California
$13.9K -$44.3K 3 0.01% Reduced
966
First United Bank & Trust
First United Bank & Trust
Maryland
$13.2K $0 1 0% Maintained
967
BWM
Bullock Wealth Management
Indiana
$12.7K $0 1 0.01% Maintained
968
CCC
Chelsea Counsel Company
California
$12.4K $0 1 0.01% Maintained
969
AWM
Aberdeen Wealth Management
Illinois
$12.4K +$15.3K 1 0.01% New
970
S&T Bank
S&T Bank
Pennsylvania
$12.3K -$18.4K 1 0% Reduced
971
Tidemark
Tidemark
California
$12.3K -$361 1 0% Reduced
972
Bell Investment Advisors
Bell Investment Advisors
California
$12.1K -$2.53K 1 0% Reduced
973
10Elms LLP
10Elms LLP
Oklahoma
$11.7K $0 1 0.01% Maintained
974
Evolution Wealth Management
Evolution Wealth Management
Florida
$11.4K $0 1 0.01% Maintained
975
Wilkerson Advisory Group
Wilkerson Advisory Group
Missouri
$11.4K +$542 1 0% Increased