← 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
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$352K +$149K 1 0.02% Increased
552
Merit Financial Group
Merit Financial Group
Georgia
$352K +$54.3K 1 0.01% Increased
553
BC
Bridgefront Capital
Texas
$350K +$362K 1 0.15% New
554
DC
DeDora Capital
California
$350K -$18.4K 1 0.11% Reduced
555
PCP
Proficio Capital Partners
Massachusetts
$348K +$103K 1 0.04% Increased
556
PWLP
Prio Wealth Limited Partnership
Massachusetts
$344K $0 1 0.01% Maintained
557
IPW
Impact Partnership Wealth
Georgia
$342K +$307K 1 0.09% Increased
558
WP
Westmount Partners
California
$342K -$5.98K 1 0.11% Reduced
559
PIA
Perennial Investment Advisors
California
$341K +$44.6K 1 0.05% Increased
560
VL
Vima LLC
Michigan
$340K +$335K 1 0.74% Increased
561
WSWA
Warren Street Wealth Advisors
California
$339K +$351K 1 0.17% New
562
FAM
Flaharty Asset Management
Florida
$333K +$345K 1 0.05% New
563
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$333K +$345K 1 0% New
564
MCIA
Mountain Capital Investment Advisors
Colorado
$331K -$6.9K 1 0.08% Reduced
565
CAP
Columbia Advisory Partners
Washington
$330K $0 1 0.32% Maintained
566
TS
Tamar Securities
California
$328K -$41.4K 1 0.05% Reduced
567
SIM
Seaview Investment Managers
Florida
$323K -$131K 1 0.1% Reduced
568
SRL
Scientech Research LLC
New Jersey
$321K -$384K 1 0.07% Reduced
569
JWM
Jeppson Wealth Management
California
$321K -$2.3K 1 0.12% Reduced
570
CFS
CRA Financial Services
New Jersey
$319K -$24.2K 1 0.06% Reduced
571
AGA
Arkos Global Advisors
Texas
$318K +$11.3K 1 0.05% Increased
572
Circle Wealth Management
Circle Wealth Management
New Jersey
$316K $0 1 0.01% Maintained
573
CAWM
Capital Advisors Wealth Management
Washington
$314K +$14.3K 1 0.06% Increased
574
FRA
Frank Rimerman Advisors
California
$314K +$251K 1 0.02% Increased
575
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$311K +$322K 1 0.12% New