← 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
601	CA Claro Advisors Boston, Massachusetts	$289K	+$333K	1	0.1%	New
602	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$288K	$0	1	0.06%	Maintained
603	Empowered Funds Havertown, Pennsylvania	$285K	+$328K	1	0.03%	New
604	ASFA All Season Financial Advisors Denver, Colorado	$284K	+$328K	1	0.2%	New
605	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$284K	-$259K	1	0.02%	Reduced
606	PIA Perennial Investment Advisors Los Angeles, California	$282K	+$32K	1	0.09%	Increased
607	AHC Adell Harriman & Carpenter Houston, Texas	$281K	-$11K	1	0.03%	Reduced
608	MCCP Mission Creek Capital Partners San Francisco, California	$280K	-$5.59M	1	0.06%	Reduced
609	MW Marcum Wealth Cleveland, Ohio	$279K	-$25.6K	1	0.04%	Reduced
610	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$278K	+$320K	1	0.05%	New
611	HCM Harvey Capital Management Palm Beach, Florida	$277K	+$320K	1	0.09%	New
612	Harbour Investments Madison, Wisconsin	$276K	-$615K	1	0.02%	Reduced
613	PWS Precision Wealth Strategies Saint Louis, Missouri	$276K	+$4.36K	1	0.2%	Increased
614	SWM Silverlake Wealth Management Williston, Vermont	$275K	+$317K	1	0.15%	New
615	Pathstone Family Office Englewood, New Jersey	$274K	-$45.6K	1	0.01%	Reduced
616	6F 626 Financial Portage, Michigan	$271K	+$312K	1	0.17%	New
617	FFA First Foundation Advisors Irvine, California	$271K	-$14.5K	1	0.01%	Reduced
618	CAP Columbia Advisory Partners Spokane, Washington	$269K	+$310K	1	0.27%	New
619	LIM Leavell Investment Management Mobile, Alabama	$268K	+$308K	1	0.02%	New
620	TC Telemus Capital Southfield, Michigan	$268K	+$308K	1	0.02%	New
621	JIP Jaffetilchin Investment Partners Tampa, Florida	$267K	+$51.5K	1	0.03%	Increased
622	PWP Principle Wealth Partners Madison, Connecticut	$267K	+$307K	1	0.03%	New
623	ECM EagleClaw Capital Management Boston, Massachusetts	$266K	$0	1	0.06%	Maintained
624	PPW Pinnacle Private Wealth Andover, Massachusetts	$265K	+$306K	1	0.08%	New
625	MIM Merrion Investment Management Cranford, New Jersey	$263K	$0	1	0.19%	Maintained