← All themes Digital Assets

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
301	WW Westshore Wealth Newport Beach, California	$819K	-$11.3K	1	0.66%	Reduced
302	Horizon Kinetics Asset Management New York	$812K	+$49.5K	2	0.02%	Increased
303	WFO Wealthgate Family Office Boulder, Colorado	$776K	+$520K	1	1.19%	Increased
304	AH Allen Holding New York	$768K	$0	1	0.11%	Maintained
305	Natixis Paris, France	$763K	+$264K	2	0%	Increased
306	RMCM Reynders McVeigh Capital Management Boston, Massachusetts	$762K	+$825K	1	0.05%	New
307	KeyBank National Association Cleveland, Ohio	$748K	+$492	1	0%	Increased
308	RI Ridgewood Investments Springfield, New Jersey	$747K	+$82.2K	1	0.51%	Increased
309	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$743K	$0	1	0.1%	Maintained
310	SteelPeak Wealth Woodland Hills, California	$733K	+$40.4K	1	0.05%	Increased
311	CFS CRA Financial Services Northfield, New Jersey	$732K	+$167K	1	0.25%	Increased
312	Harbour Investments Madison, Wisconsin	$730K	+$411K	2	0.02%	Increased
313	ER Enlightenment Research Miami, Florida	$727K	+$786K	1	0.89%	New
314	NewEdge Wealth Pittsburgh, Pennsylvania	$721K	$0	1	0.04%	Maintained
315	Foundations Investment Advisors Phoenix, Arizona	$712K	+$314K	1	0.03%	Increased
316	BCM BlueMar Capital Management Miami, Florida	$692K	+$2.95K	1	0.18%	Increased
317	IC Intel Corp Santa Clara, California	$686K	$0	1	0.09%	Maintained
318	Lincoln National Corp Radnor, Pennsylvania	$684K	+$315K	1	0.02%	Increased
319	ACM ACT Capital Management Wayne, Pennsylvania	$682K	+$73.8K	1	0.35%	Increased
320	Equitable Holdings New York	$681K	+$198K	1	0.01%	Increased
321	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$680K	+$530K	1	0.1%	Increased
322	XS XR Securities Chicago, Illinois	$669K	+$324K	1	0.31%	Increased
323	IFP Advisors Tampa, Florida	$667K	+$91.9K	2	0.01%	Increased
324	Calamos Advisors Naperville, Illinois	$664K	+$433K	1	0%	Increased
325	WWP Waypoint Wealth Partners Mill Valley, California	$663K	+$718K	1	0.25%	New