← 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
626
CWP
Concord Wealth Partners
Virginia
$262K +$227K 1 0.06% Increased
627
Truepoint Inc
Truepoint Inc
Ohio
$262K +$11.3K 1 0.01% Increased
628
ARC
Advisor Resource Council
Texas
$261K +$301K 1 0.02% New
629
Davenport & Co
Davenport & Co
Virginia
$261K -$19.2K 1 0% Reduced
630
LHWM
Lake Hills Wealth Management
Texas
$259K +$298K 1 0.18% New
631
CWM
Cornerstone Wealth Management
Missouri
$256K +$289K 1 0.02% New
632
I
INVST
Indiana
$253K -$92.5K 1 0.04% Reduced
633
Wealthfront Advisers
Wealthfront Advisers
California
$253K +$291K 1 0% New
634
CC
Callan Capital
California
$252K +$291K 1 0.04% New
635
SV
Sturgeon Ventures
United Kingdom
$252K $0 1 0.11% Maintained
636
SIS
Susquehanna International Securities
Ireland
$252K +$291K 1 0.15% New
637
TFP
Tilia Fiduciary Partners
North Carolina
$251K +$289K 1 0.2% New
638
ISWM
Independent Solutions Wealth Management
New York
$250K +$288K 1 0.06% New
639
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$250K +$288K 1 0.03% Increased
640
Pinnacle Associates
Pinnacle Associates
New York
$245K +$282K 1 0% New
641
FAIM
Financial Advocates Investment Management
Washington
$244K -$69.8K 1 0.02% Reduced
642
Koshinski Asset Management
Koshinski Asset Management
Illinois
$243K $0 1 0.02% Maintained
643
CF
Centaurus Financial
California
$242K +$278K 1 0.02% New
644
LWP
Legacy Wealth Planning
Nevada
$242K +$279K 1 0.28% New
645
CCFM
Clear Creek Financial Management
Washington
$241K -$1.79M 1 0.04% Reduced
646
Gotham Asset Management
Gotham Asset Management
New York
$241K -$818K 1 0.01% Reduced
647
SW
SlateStone Wealth
Florida
$241K $0 1 0.05% Maintained
648
AFP
Ausdal Financial Partners
Iowa
$239K +$275K 1 0.03% New
649
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$239K -$39.3K 1 0.01% Reduced
650
Waverly Advisors
Waverly Advisors
Alabama
$239K +$29.1K 1 0.02% Increased