← 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
576
VWA
Visionary Wealth Advisors
Illinois
$365K +$248K 1 0.02% New
577
SBIA
Sheaff Brock Investment Advisors
Indiana
$362K $0 1 0.02% Maintained
578
CAWM
Capital Advisors Wealth Management
Washington
$358K -$16.7K 1 0.07% Reduced
579
PIA
Perennial Investment Advisors
California
$356K +$242K 1 0.05% New
580
CAM
Crestone Asset Management
Colorado
$354K $0 1 0.07% Maintained
581
TC
TownSquare Capital
Utah
$352K +$22.7K 1 0.01% Increased
582
MWA
Midland Wealth Advisors
Illinois
$347K +$236K 1 0.02% New
583
ECM
Empirical Capital Management
Tennessee
$345K +$234K 1 0.28% New
584
NL
NKCFO LLC
Illinois
$345K +$234K 1 0.21% New
585
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$345K -$62.8K 1 0.01% Reduced
586
WFO
Wealthgate Family Office
Colorado
$344K $0 1 0.89% Maintained
587
Phoenix Financial
Phoenix Financial
Israel
$342K +$233K 1 0% New
588
MCIA
Mountain Capital Investment Advisors
Colorado
$338K +$900 1 0.09% Increased
589
PFA
Pettinga Financial Advisors
Indiana
$337K +$229K 1 0.09% New
590
Ancora Advisors
Ancora Advisors
Ohio
$336K +$46.6K 1 0.01% Increased
591
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$335K -$152K 2 0.04% Reduced
592
NorthRock Partners
NorthRock Partners
Minnesota
$334K +$227K 1 0.01% New
593
WAP
Wealthcare Advisory Partners
Pennsylvania
$331K -$1.8K 1 0.01% Reduced
594
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$330K +$224K 1 0% New
595
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$325K +$220K 1 0.01% New
596
AWP
Avid Wealth Partners
Texas
$324K $0 1 0.26% Maintained
597
ECG
EPIQ Capital Group
California
$323K -$346K 1 0.13% Reduced
598
TWM
Tradition Wealth Management
Minnesota
$322K +$15.3K 1 0.03% Increased
599
OPWM
Oxinas Partners Wealth Management
Indiana
$321K -$18.4K 1 0.21% Reduced
600
SP
Symmetry Partners
Connecticut
$319K $0 1 0.03% Maintained