← 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
Greenleaf Trust
Greenleaf Trust
Michigan
$310K -$27.8K 1 0% Reduced
577
VWA
Visionary Wealth Advisors
Illinois
$309K +$2.99K 1 0.02% Increased
578
WAP
Wealthcare Advisory Partners
Pennsylvania
$307K +$30.1K 1 0.01% Increased
579
Los Angeles Capital Management
Los Angeles Capital Management
California
$306K +$61.7K 1 0% Increased
580
YCG
Yeomans Consulting Group
Georgia
$306K -$318K 1 0.12% Reduced
581
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$305K -$3.68K 1 0.01% Reduced
582
FFA
Fi3 Financial Advisors
Indiana
$305K +$34.5K 1 0.13% Increased
583
RWB
RMR Wealth Builders
New Jersey
$300K +$90K 1 0.03% Increased
584
LM
Luminus Management
Texas
$300K -$331K 1 0.17% Reduced
585
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$299K -$22.6K 1 0.02% Reduced
586
HB Wealth Management
HB Wealth Management
Georgia
$298K +$79.8K 1 0% Increased
587
Sigma Planning Corp
Sigma Planning Corp
Michigan
$296K -$56.6K 1 0.01% Reduced
588
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$296K -$276K 1 0.01% Reduced
589
CC
Callan Capital
California
$294K +$128K 1 0.02% Increased
590
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$292K -$82.9M 2 0% Reduced
591
CWM
Cornerstone Wealth Management
Missouri
$291K -$50.4K 1 0.02% Reduced
592
CI Investments Inc
CI Investments Inc
Ontario, Canada
$291K +$127K 1 0% Increased
593
P
Pitcairn
Pennsylvania
$290K +$27.2K 1 0.02% Increased
594
MC
Machina Capital
France
$289K +$80.5K 1 0.13% Increased
595
WFO
Wealthgate Family Office
Colorado
$288K $0 1 0.71% Maintained
596
Glenmede Trust
Glenmede Trust
Pennsylvania
$287K -$90.4K 1 0% Reduced
597
WEG
World Equity Group
Illinois
$283K -$34.5K 1 0.08% Reduced
598
PFA
Pettinga Financial Advisors
Indiana
$283K $0 1 0.07% Maintained
599
PPWP
Premier Path Wealth Partners
New Jersey
$278K +$288K 1 0.05% New
600
SFS
Sharp Financial Services
Pennsylvania
$278K +$288K 1 0.24% New