← 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
451
TCM
Tradewinds Capital Management
Washington
$34K $0 1 0.01% Maintained
452
Clearstead Advisors
Clearstead Advisors
Ohio
$33K -$908 1 0% Reduced
453
Bessemer Group
Bessemer Group
New Jersey
$32K +$34.9K 1 0% New
454
WFA
Wipfli Financial Advisors
Wisconsin
$31K +$33.2K 1 0% New
455
LWA
Lineweaver Wealth Advisors
Ohio
$30K $0 1 0.01% Maintained
456
GWS
Glassman Wealth Services
Virginia
$29K +$6.91K 1 0.01% Increased
457
MHR
Matthew Hamilton Rosenberg
$29K $0 1 0.01% Maintained
458
OPW
Oxler Private Wealth
New York
$28.1K -$14K 1 0.02% Reduced
459
TSWM
Tyler-Stone Wealth Management
Ohio
$27K +$3.49K 1 0.02% Increased
460
GEA
Glen Eagle Advisors
New Jersey
$26.2K -$70 1 0.01% Reduced
461
CWA
Clearview Wealth Advisors
Oregon
$26K $0 1 0.02% Maintained
462
CP
Covalent Partners
Massachusetts
$26K $0 1 0.04% Maintained
463
EI
Ellevest Inc
New York
$26K +$28.6K 2 0% New
464
SA
SRH Advisors
Kansas
$26K +$6.98K 1 0.03% Increased
465
BWA
BDO Wealth Advisors
Florida
$25K +$15.6K 1 0% Increased
466
Covington Capital Management
Covington Capital Management
California
$25K +$908 1 0% Increased
467
SBL
Sargent Bickham Lagudis
Colorado
$25K +$349 1 0% Increased
468
APP
Alpha Paradigm Partners
Illinois
$24K $0 1 0.01% Maintained
469
First Manhattan
First Manhattan
New York
$24K $0 1 0% Maintained
470
Larson Financial Group
Larson Financial Group
Missouri
$24K -$3.42K 1 0% Reduced
471
BHWM
Beaird Harris Wealth Management
Texas
$23K +$16.3K 1 0.01% Increased
472
HWM
HighMark Wealth Management
Minnesota
$23K $0 1 0.02% Maintained
473
SWA
SOA Wealth Advisors
New York
$23K -$279 1 0.01% Reduced
474
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$22.6K -$96.4K 1 0% Reduced
475
CFFP
Center for Financial Planning
Michigan
$21K +$1.05K 1 0.01% Increased