← 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
6CM
683 Capital Management
New York
$359K +$268K 1 0.02% New
627
RWB
RMR Wealth Builders
New Jersey
$358K -$1.01K 1 0.04% Reduced
628
JWM
Jeppson Wealth Management
California
$358K -$1.01K 1 0.13% Reduced
629
SCP
Silverleafe Capital Partners
Tennessee
$358K +$366K 1 0.11% New
630
WP
Westmount Partners
California
$357K -$7.11K 1 0.11% Reduced
631
IAG
Innovative Advisory Group
Massachusetts
$355K +$359K 2 0.31% New
632
Circle Wealth Management
Circle Wealth Management
New Jersey
$353K $0 1 0.01% Maintained
633
VWA
Visionary Wealth Advisors
Illinois
$348K +$17K 1 0.02% Increased
634
Crossmark Global Holdings
Crossmark Global Holdings
Texas
$348K -$36.6K 1 0.01% Reduced
635
MWM
Mosley Wealth Management
California
$347K +$2.54K 1 0.22% Increased
636
FCM
Fieldview Capital Management
Michigan
$347K +$354K 1 0.05% New
637
BOJHT
Bank of Jackson Hole Trust
Wyoming
$346K +$354K 1 0.23% New
638
RWM
Rockline Wealth Management
New York
$346K -$117K 1 0.09% Reduced
639
Western Wealth Management
Western Wealth Management
Colorado
$345K +$353K 1 0.02% New
640
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$342K +$21.1K 1 0.03% Increased
641
FFA
Fi3 Financial Advisors
Indiana
$342K +$2.54K 1 0.13% Increased
642
Howard Capital Management
Howard Capital Management
Georgia
$340K +$17K 1 0.01% Increased
643
ECG
EPIQ Capital Group
California
$339K $0 1 0.09% Maintained
644
TC
TwinBeech Capital
New York
$339K +$347K 1 0.01% New
645
Peapack-Gladstone Financial Corp
Peapack-Gladstone Financial Corp
New Jersey
$333K +$341K 1 0% New
646
CFS
CRA Financial Services
New Jersey
$332K -$19K 1 0.06% Reduced
647
Emerald Advisers
Emerald Advisers
Pennsylvania
$332K +$762 1 0.01% Increased
648
FAM
Formidable Asset Management
Ohio
$330K -$3.81K 1 0.05% Reduced
649
Lazard Asset Management
Lazard Asset Management
New York
$329K -$24.1K 1 0% Reduced
650
SAM
Shell Asset Management
Netherlands
$327K +$118K 1 0.01% Increased