← 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
CFS
CRA Financial Services
New Jersey
$408K -$85.5K 1 0.09% Reduced
552
MAS
Meeder Advisory Services
Ohio
$406K +$32.8K 1 0.04% Increased
553
CWM
Cornerstone Wealth Management
Missouri
$405K +$40.1K 1 0.03% Increased
554
Greenleaf Trust
Greenleaf Trust
Michigan
$402K -$10.6K 1 0% Reduced
555
Rakuten Investment Management
Rakuten Investment Management
Japan
$398K +$248K 1 0% Increased
556
LMR Partners
LMR Partners
United Kingdom
$398K $0 1 0% Maintained
557
SC
Shay Capital
New York
$398K +$270K 1 0.06% New
558
WP
Westmount Partners
California
$395K +$18K 1 0.14% Increased
559
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$394K +$268K 1 0% New
560
CAP
Columbia Advisory Partners
Washington
$393K -$4.5K 1 0.4% Reduced
561
OTL
Oak Thistle LLC
New York
$392K -$805K 1 0.35% Reduced
562
AIG
American International Group
New York
$390K +$2.92K 2 0% Increased
563
AWM
Accurate Wealth Management
Florida
$390K +$27.9K 1 0.11% Increased
564
JWM
Jeppson Wealth Management
California
$385K -$18K 1 0.15% Reduced
565
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$384K -$355K 2 0.03% Reduced
566
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$383K -$106K 1 0.03% Reduced
567
SCP
Sivia Capital Partners
California
$382K -$112K 1 0.26% Reduced
568
Level Four Advisory Services
Level Four Advisory Services
Texas
$382K $0 1 0.02% Maintained
569
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$379K +$281K 1 0.03% New
570
MCA
Magnolia Capital Advisors
Mississippi
$378K +$31.3K 1 0.32% Increased
571
WEG
World Equity Group
Illinois
$378K +$12.4K 1 0.08% Increased
572
Circle Wealth Management
Circle Wealth Management
New Jersey
$376K $0 1 0.01% Maintained
573
AssetMark Inc
AssetMark Inc
California
$372K +$20.7K 1 0% Increased
574
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$368K +$250K 1 0.01% New
575
AGA
Arkos Global Advisors
Texas
$366K +$39.6K 1 0.06% Increased