← 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
426
RIL
Rothschild Investment LLC
Illinois
$325K +$22.2K 1 0.03% Increased
427
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$324K +$492 1 0.01% Increased
428
TW
TrinityPoint Wealth
Connecticut
$324K -$63K 1 0.06% Reduced
429
SCA
St. Clair Advisors
Ohio
$324K $0 1 0.22% Maintained
430
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$323K +$276K 1 0.02% Increased
431
MAI Capital Management
MAI Capital Management
Ohio
$320K +$346K 1 0.01% New
432
TFA
Teamwork Financial Advisors
Texas
$319K +$345K 1 0.06% New
433
FMT
First Mercantile Trust
Tennessee
$318K -$36.9K 1 0.04% Reduced
434
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$317K +$129K 1 0.04% Increased
435
GSWM
Golden State Wealth Management
California
$315K -$62K 1 0.07% Reduced
436
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$311K +$228K 1 0.02% New
437
GW & Wade
GW & Wade
Massachusetts
$311K -$32K 1 0.01% Reduced
438
HUB Investment Partners
HUB Investment Partners
Texas
$311K +$35.9K 1 0.07% Increased
439
Capital Markets Trading (UK)
Capital Markets Trading (UK)
United Kingdom
$304K +$332K 1 0% New
440
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$302K -$12.3K 1 0.02% Reduced
441
ARG
Advisory Resource Group
Oklahoma
$301K +$325K 1 0.11% New
442
Welch & Forbes
Welch & Forbes
Massachusetts
$301K +$326K 1 0.01% New
443
ZF
Zhang Financial
Michigan
$297K +$322K 1 0.07% New
444
CIA
Compass Ion Advisors
Pennsylvania
$296K -$122K 1 0.11% Reduced
445
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$292K +$84.2K 1 0.01% Increased
446
Brookstone Capital Management
Brookstone Capital Management
Illinois
$289K +$13K 1 0.01% Increased
447
Context Capital Management
Context Capital Management
California
$287K -$236K 1 0.03% Reduced
448
MCIA
Mountain Capital Investment Advisors
Colorado
$286K +$284K 1 0.15% New
449
Pathstone Family Office
Pathstone Family Office
New Jersey
$284K +$30.3K 1 0.01% Increased
450
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$283K +$307K 1 0.02% New