← 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
526
MSFS
Main Street Financial Solutions
Pennsylvania
$628K +$23.6K 1 0.06% Increased
527
NL
NVWM LLC
Pennsylvania
$623K +$614K 1 0.16% Increased
528
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$623K +$51K 1 0.01% Increased
529
WA
Wilmar Advisors
Florida
$621K +$635K 1 0.57% New
530
PCM
Prelude Capital Management
New York
$614K +$628K 1 0.04% New
531
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$610K +$58.9K 1 0% Increased
532
SWP
Strategic Wealth Partners
Ohio
$610K +$85.3K 1 0.05% Increased
533
DCM
Dimension Capital Management
Florida
$605K -$14.7K 1 0.1% Reduced
534
AWM
Accurate Wealth Management
Florida
$605K +$54.3K 1 0.12% Increased
535
TIAM2
Tru Independence Asset Management 2
Oregon
$603K -$20.3K 1 0.5% Reduced
536
CL
CSS LLC
Illinois
$594K -$124K 1 0.03% Reduced
537
Raiffeisen Bank International
Raiffeisen Bank International
Austria
$594K +$588K 1 0.01% New
538
Savant Capital
Savant Capital
Illinois
$591K +$604K 1 0% New
539
MCA
MSH Capital Advisors
Arizona
$588K $0 1 0.19% Maintained
540
HUB Investment Partners
HUB Investment Partners
Texas
$584K +$597K 1 0.02% New
541
SAF
Smith Anglin Financial
Texas
$574K +$3.81K 1 0.05% Increased
542
Vinva Investment Management
Vinva Investment Management
Australia
$571K -$285K 1 0.02% Reduced
543
TCM
Teza Capital Management
Illinois
$569K +$186K 1 0.09% Increased
544
Brookstone Capital Management
Brookstone Capital Management
Illinois
$565K -$19.5K 1 0.01% Reduced
545
IIA
IPG Investment Advisors
California
$561K +$11.4K 1 0.13% Increased
546
AA
AlphaQ Advisors
Florida
$559K +$194K 1 1.53% Increased
547
OF
Optimize Financial
California
$558K +$571K 1 0.42% New
548
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$558K +$57.9K 1 0.02% Increased
549
CQWA
Chokshi & Queen Wealth Advisors
California
$555K +$567K 1 0.34% New
550
Diversified Trust
Diversified Trust
Tennessee
$552K -$23.9K 1 0.01% Reduced