← 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
MSFS
Main Street Financial Solutions
Pennsylvania
$540K -$31.3K 1 0.05% Reduced
477
SCA
Snowden Capital Advisors
New York
$535K -$1.61M 1 0.02% Reduced
478
IAS
Insigneo Advisory Services
Florida
$535K -$283K 1 0.06% Reduced
479
TC
TownSquare Capital
Utah
$534K +$248K 1 0.01% Increased
480
Parallel Advisors
Parallel Advisors
California
$528K -$30.1K 1 0.01% Reduced
481
Coldstream Capital Management
Coldstream Capital Management
Washington
$527K -$163K 1 0.01% Reduced
482
MCA
MSH Capital Advisors
Arizona
$523K +$17K 1 0.17% Increased
483
PWA
Prairie Wealth Advisors
Nebraska
$517K -$33.4K 1 0.26% Reduced
484
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$510K $0 1 0.01% Maintained
485
Diversified Trust
Diversified Trust
Tennessee
$508K +$41.4K 1 0.01% Increased
486
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$506K +$96.9K 1 0% Increased
487
SIA
Schechter Investment Advisors
Michigan
$503K +$2.53K 1 0.04% Increased
488
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$502K -$48.1K 1 0.02% Reduced
489
Baird Financial Group
Baird Financial Group
Wisconsin
$499K -$341K 1 0% Reduced
490
CF
Convergence Financial
Missouri
$498K +$14.7K 1 0.13% Increased
491
Graham Capital Management
Graham Capital Management
Connecticut
$490K -$447K 1 0.01% Reduced
492
BCM
BluePath Capital Management
Georgia
$489K -$1.38K 1 0.34% Reduced
493
CMBA
C.M. Bidwell & Associates
Hawaii
$486K +$39.1K 1 0.33% Increased
494
GP
Geneva Partners
Wisconsin
$486K -$3.49M 1 0.2% Reduced
495
Avantax Advisory Services
Avantax Advisory Services
Texas
$484K +$501K 1 0% New
496
IC
Inscription Capital
Texas
$480K $0 1 0.08% Maintained
497
MAS
Meeder Advisory Services
Ohio
$475K +$139K 1 0.03% Increased
498
Forum Financial Management
Forum Financial Management
Illinois
$473K +$52.2K 1 0.01% Increased
499
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$466K +$20.5K 1 0.02% Increased
500
AWM
Accurate Wealth Management
Florida
$465K +$15.2K 1 0.11% Increased