← 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
476
CWA
Capital Wealth Alliance
Arizona
$249K +$219K 1 0.15% New
477
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$249K +$270K 1 0% New
478
SV
Sturgeon Ventures
United Kingdom
$248K $0 1 0.12% Maintained
479
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$246K $0 1 0.01% Maintained
480
MFS
Mirabella Financial Services
United Kingdom
$246K +$267K 1 0.03% New
481
PWS
Precision Wealth Strategies
Missouri
$246K +$266K 1 0.19% New
482
TCM
Traynor Capital Management
Pennsylvania
$245K +$17.2K 1 0.03% Increased
483
GLA
Good Life Advisors
Pennsylvania
$243K +$263K 1 0.03% New
484
ECM
EagleClaw Capital Management
Massachusetts
$240K $0 1 0.06% Maintained
485
FWM
Frontier Wealth Management
Missouri
$239K $0 1 0.02% Maintained
486
MIM
Merrion Investment Management
New Jersey
$237K $0 1 0.18% Maintained
487
APP
Alpha Paradigm Partners
Illinois
$232K $0 1 0.09% Maintained
488
HA
Herold Advisors
New York
$232K +$251K 1 0.09% New
489
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$228K -$3.98M 1 0.01% Reduced
490
EC
EJF Capital
Virginia
$227K $0 1 0.02% Maintained
491
Truepoint Inc
Truepoint Inc
Ohio
$227K $0 1 0.01% Maintained
492
EWM
Executive Wealth Management
Michigan
$226K +$3.2K 1 0.02% Increased
493
PIA
Perennial Investment Advisors
California
$225K +$244K 1 0.08% New
494
AIP
Almanack Investment Partners
Pennsylvania
$220K +$238K 1 0.02% New
495
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$219K $0 1 0.05% Maintained
496
VWA
V Wealth Advisors
Kansas
$219K -$32K 1 0.03% Reduced
497
Koshinski Asset Management
Koshinski Asset Management
Illinois
$219K +$237K 1 0.02% New
498
LWM
Laidlaw Wealth Management
New York
$218K -$324K 1 0.06% Reduced
499
SW
SlateStone Wealth
Florida
$217K $0 1 0.05% Maintained
500
Eaton Vance Management
Eaton Vance Management
Massachusetts
$216K -$145K 2 0% Reduced