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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
151
UBS Group
UBS Group
Switzerland
$4.36M +$591K 4 0% Increased
152
Janus Henderson Group
Janus Henderson Group
$4.25M +$4.6M 1 0% New
153
TFCM
Taylor Frigon Capital Management
Arizona
$4.23M +$2.18M 1 1.36% Increased
154
Laurion Capital Management
Laurion Capital Management
New York
$4.19M +$4.53M 1 0.02% New
155
SA
SRN Advisors
Pennsylvania
$4.17M -$6.7M 1 1.93% Reduced
156
UBS O'Connor
UBS O'Connor
Illinois
$4.09M +$738K 1 0.03% Increased
157
Leonteq Securities AG
Leonteq Securities AG
Switzerland
$4.04M +$2.66M 1 0.17% Increased
158
Creative Planning
Creative Planning
Kansas
$4.04M -$1.2M 1 0.01% Reduced
159
BPM
Bronson Point Management
Connecticut
$3.98M -$4.31M 1 1.74% Reduced
160
TAL
TIG Advisors LLC
New York
$3.82M +$1.72M 1 0.17% Increased
161
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$3.78M +$18.5K 1 0.18% Increased
162
Cresset Asset Management
Cresset Asset Management
Illinois
$3.75M +$1.51M 1 0.05% Increased
163
ARIS
Advanced Research Investment Solutions
California
$3.75M +$4.06M 1 1.92% New
164
Kestra Advisory Services
Kestra Advisory Services
Texas
$3.74M +$631K 1 0.04% Increased
165
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.59M +$246K 1 0.03% Increased
166
RFMS
RWQ Financial Management Services
Florida
$3.47M +$3.75M 1 2.54% New
167
LI
Latash Investments
Alaska
$3.44M $0 1 2.14% Maintained
168
SHGA
Sand Hill Global Advisors
California
$3.43M +$3.71M 1 0.21% New
169
Boothbay Fund Management
Boothbay Fund Management
New York
$3.39M -$271K 1 0.09% Reduced
170
Apollo Management Holdings
Apollo Management Holdings
New York
$3.37M +$1.06M 1 0.02% Increased
171
BFA
Beaumont Financial Advisors
Massachusetts
$3.33M +$3.6M 1 0.26% New
172
BAM
Blueshift Asset Management
New Jersey
$3.19M +$2.97M 1 0.18% Increased
173
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$3.04M +$2.84M 1 0.39% Increased
174
RWM
Refined Wealth Management
Utah
$3M +$3.24M 1 2.43% New
175
Central Trust Company
Central Trust Company
Missouri
$2.96M +$2.49M 1 0.11% Increased