← 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
IFP Advisors
IFP Advisors
Florida
$438K -$108K 2 0.02% Reduced
452
DWM
Drive Wealth Management
Utah
$437K -$538K 1 0.14% Reduced
453
Allworth Financial
Allworth Financial
California
$436K +$19.9K 1 0% Increased
454
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$435K +$273K 1 0.02% New
455
KA
Kovack Advisors
Florida
$434K +$272K 1 0.05% New
456
Coldstream Capital Management
Coldstream Capital Management
Washington
$431K +$271K 1 0.01% New
457
Dana Investment Advisors
Dana Investment Advisors
Wisconsin
$428K +$269K 1 0.02% New
458
TCA
Transcend Capital Advisors
New Jersey
$427K +$268K 1 0.04% New
459
1W
1776 Wealth
Georgia
$424K +$266K 1 0.21% New
460
DCM
Dimension Capital Management
Florida
$424K +$266K 1 0.09% New
461
BFG
Berger Financial Group
Minnesota
$422K -$114K 1 0.04% Reduced
462
GIA
Gladstone Institutional Advisory
Florida
$417K +$262K 1 0.02% New
463
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$413K -$127K 2 0.01% Reduced
464
BIA
Beacon Investment Advisors
Maryland
$412K -$39.1K 1 0.26% Reduced
465
Brookstone Capital Management
Brookstone Capital Management
Illinois
$408K +$256K 1 0.01% New
466
Ossiam
Ossiam
France
$406K $0 1 0.01% Maintained
467
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$404K +$254K 1 0.02% New
468
HWAM
Hennion & Walsh Asset Management
New Jersey
$397K +$249K 1 0.02% New
469
MCA
MSH Capital Advisors
Arizona
$397K +$249K 1 0.15% New
470
Harbour Investments
Harbour Investments
Wisconsin
$396K +$10.2K 1 0.02% Increased
471
Gotham Asset Management
Gotham Asset Management
New York
$395K +$248K 1 0.01% New
472
Metis Global Partners
Metis Global Partners
California
$394K -$48.3K 1 0.02% Reduced
473
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$393K +$247K 1 0.01% New
474
SIA
Schechter Investment Advisors
Michigan
$392K +$246K 1 0.03% New
475
CIP
Convergence Investment Partners
Florida
$390K +$245K 1 0.2% New