← 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
501
Fulton Bank
Fulton Bank
Pennsylvania
$530K +$47.4K 1 0.02% Increased
502
TIAM2
Tru Independence Asset Management 2
Oregon
$529K +$609K 1 0.28% New
503
Evergreen Capital Management
Evergreen Capital Management
Washington
$526K +$6.11K 1 0.02% Increased
504
Park Avenue Securities
Park Avenue Securities
New York
$522K +$251K 1 0.01% Increased
505
APWM
Atlas Private Wealth Management
New York
$519K +$598K 1 0.29% New
506
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$517K +$172K 1 0.01% Increased
507
AGA
Accuvest Global Advisors
Utah
$516K $0 1 0.23% Maintained
508
OPWM
Oxinas Partners Wealth Management
Indiana
$514K +$151K 1 0.29% Increased
509
BRWM
B. Riley Wealth Management
Tennessee
$510K +$588K 1 0.04% New
510
FHA
Flagship Harbor Advisors
Massachusetts
$509K -$26.2K 1 0.05% Reduced
511
VHAM
Van Hulzen Asset Management
California
$509K -$33.7K 1 0.06% Reduced
512
PCM
Pennsylvania Capital Management
Pennsylvania
$505K +$582K 1 0.17% New
513
PRA
Pine Ridge Advisers
New York
$505K $0 1 0.14% Maintained
514
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$499K -$34.9K 1 0.01% Reduced
515
AIS
AM Investment Strategies
Tennessee
$495K +$75.9K 1 0.12% Increased
516
EL
EMFO LLC
Florida
$494K -$102K 2 0.44% Reduced
517
MCC
Malaga Cove Capital
California
$494K $0 1 0.19% Maintained
518
American Century Companies
American Century Companies
Missouri
$489K +$563K 1 0% New
519
BTWM
Baker Tilly Wealth Management
Wisconsin
$483K -$393K 1 0.05% Reduced
520
VBFG
Vishria Bird Financial Group
Tennessee
$483K +$5.82K 1 0.22% Increased
521
CIA
Compass Ion Advisors
Pennsylvania
$481K +$176K 1 0.15% Increased
522
CIA
Cladis Investment Advisory
Montana
$473K +$545K 1 0.38% New
523
AF
Advisornet Financial
Minnesota
$472K +$544K 1 0.03% New
524
Evercore Wealth Management
Evercore Wealth Management
New York
$467K $0 1 0.01% Maintained
525
VWA
V Wealth Advisors
Kansas
$467K +$257K 1 0.07% Increased