← 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
551	Perigon Wealth Management San Francisco, California	$389K	-$124K	1	0.03%	Reduced
552	CIBC Private Wealth Group Atlanta, Georgia	$382K	-$30.8K	1	0%	Reduced
553	E Ergoteles New York	$379K	-$17.1M	1	0.01%	Reduced
554	AWA Artemis Wealth Advisors New York	$379K	$0	1	0.05%	Maintained
555	FBC Fairfield, Bush & Co Darien, Connecticut	$377K	+$435K	1	0.18%	New
556	CreativeOne Wealth Overland Park, Kansas	$373K	-$100K	1	0.02%	Reduced
557	Crestwood Advisors Group Boston, Massachusetts	$369K	+$426K	1	0.01%	New
558	State Board of Administration of Florida Retirement System Tallahassee, Florida	$369K	+$425K	1	0%	New
559	Chicago Partners Investment Group Chicago, Illinois	$368K	+$279K	1	0.03%	Increased
560	MSFS Main Street Financial Solutions Newtown, Pennsylvania	$361K	-$453K	1	0.05%	Reduced
561	SCA St. Clair Advisors Mayfield Hts, Ohio	$359K	$0	1	0.21%	Maintained
562	Meridian Wealth Management Lexington, Kentucky	$358K	+$413K	1	0.04%	New
563	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$354K	+$408K	1	0.03%	New
564	CWA Capital Wealth Alliance Scottsdale, Arizona	$353K	+$149K	1	0.21%	Increased
565	SBIA Sheaff Brock Investment Advisors Indianapolis, Indiana	$353K	-$14K	1	0.02%	Reduced
566	Welch & Forbes Boston, Massachusetts	$353K	+$21.8K	1	0.01%	Increased
567	IA Insight Advisors Newtown, Pennsylvania	$352K	-$136K	1	0.1%	Reduced
568	NFSG Newbridge Financial Services Group Boca Raton, Florida	$351K	+$59.3K	1	0.17%	Increased
569	PA Paragon Advisors College Station, Texas	$343K	-$1.69M	1	0.17%	Reduced
570	WDC Woodward Diversified Capital Bakersfield, California	$343K	-$113K	1	0.2%	Reduced
571	WE Wealth Effects Boston, Massachusetts	$342K	+$395K	1	0.14%	New
572	XS XR Securities Chicago, Illinois	$341K	-$462K	1	0.03%	Reduced
573	CL CSS LLC Chicago, Illinois	$339K	-$87.2K	1	0.01%	Reduced
574	AO Advisor OS Chicago, Illinois	$337K	+$388K	1	0.07%	New
575	Brighton Jones LLC Seattle, Washington	$335K	-$217K	1	0.02%	Reduced