← 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
351	KOC Koss-Olinger Consulting Gainesville, Florida	$250K	+$270K	1	0.04%	New
352	UCMOK United Capital Management of KS Salina, Kansas	$250K	+$271K	1	0.12%	New
353	FA Fountainhead AM Warren, New Jersey	$248K	+$269K	1	0.13%	New
354	UFA US Financial Advisors Braintree, Massachusetts	$248K	+$269K	1	0.14%	New
355	Fulton Bank Lancaster, Pennsylvania	$246K	-$136K	1	0.01%	Reduced
356	Diversified Trust Memphis, Tennessee	$245K	+$265K	1	0.01%	New
357	Wealthfront Advisers Palo Alto, California	$245K	+$265K	1	0%	New
358	Equitable Holdings New York	$243K	-$189K	1	0%	Reduced
359	SIM Seaview Investment Managers Miami, Florida	$243K	-$34.9K	1	0.1%	Reduced
360	TPWM Twelve Points Wealth Management Concord, Massachusetts	$241K	+$261K	1	0.19%	New
361	GC GFG Capital Miami, Florida	$240K	+$260K	1	0.08%	New
362	Beacon Pointe Advisors Newport Beach, California	$237K	+$258K	1	0.01%	New
363	Perigon Wealth Management San Francisco, California	$237K	+$256K	1	0.02%	New
364	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$236K	$0	2	0.01%	Maintained
365	CWP Concord Wealth Partners Abingdon, Virginia	$232K	-$4.4K	1	0.07%	Reduced
366	AGA Accuvest Global Advisors Provo, Utah	$228K	+$247K	1	0.16%	New
367	RW Rede Wealth Charlottesville, Virginia	$228K	+$247K	1	0.14%	New
368	HBK Sorce Advisory Erie, Pennsylvania	$226K	+$575K	1	0.02%	New
369	WW Westshore Wealth Newport Beach, California	$226K	+$244K	1	0.16%	New
370	IEFM IQ EQ Fund Management Dublin 2, Ireland	$225K	+$244K	1	0.05%	New
371	Rathbones Group Liverpool, United Kingdom	$224K	+$243K	1	0%	New
372	ZF Zhang Financial Portage, Michigan	$223K	+$242K	1	0.03%	New
373	AH Allen Holding New York	$218K	+$236K	1	0.03%	New
374	MetLife Investment Management Whippany, New Jersey	$209K	-$1.26K	1	0%	Reduced
375	CBA Coastal Bridge Advisors Westport, Connecticut	$208K	+$225K	1	0.06%	New