← 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
MGO One Seven
MGO One Seven
Ohio
$307K +$432K 1 0.01% New
627
Emerald Advisers
Emerald Advisers
Pennsylvania
$307K +$108K 1 0.01% Increased
628
AGA
Accuvest Global Advisors
Utah
$306K +$430K 1 0.26% New
629
OF
Optimize Financial
California
$305K -$115K 1 0.11% Reduced
630
Miracle Mile Advisors
Miracle Mile Advisors
California
$304K +$76.3K 1 0.01% Increased
631
BOJHT
Bank of Jackson Hole Trust
Wyoming
$301K $0 1 0.19% Maintained
632
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$296K -$51.3K 1 0.01% Reduced
633
WW
Westshore Wealth
California
$293K $0 1 0.12% Maintained
634
RCM
Requisite Capital Management
Texas
$293K $0 1 0.07% Maintained
635
Focus Financial Network
Focus Financial Network
Minnesota
$292K -$58.4K 1 0.01% Reduced
636
JWM
Jeppson Wealth Management
California
$292K +$62.2K 1 0.11% Increased
637
HH
Hilltop Holdings
Texas
$292K +$29.1K 1 0.02% Increased
638
SA
Sovran Advisors
California
$289K +$91.8K 1 0.04% Increased
639
PCP
Proficio Capital Partners
Massachusetts
$289K -$1.45K 1 0.02% Reduced
640
MFA
Mayflower Financial Advisors
Massachusetts
$289K +$407K 1 0.04% New
641
AGM
Alpine Global Management
New York
$287K -$221K 1 0.08% Reduced
642
TAM
Titleist Asset Management
Texas
$286K +$402K 1 0.03% New
643
TS
Tamar Securities
California
$285K +$96.4K 1 0.04% Increased
644
KWS
Keystone Wealth Services
California
$280K -$40.2K 1 0.08% Reduced
645
DA
Doliver Advisors
Texas
$280K +$393K 1 0.08% New
646
RWB
RMR Wealth Builders
New Jersey
$279K +$42.6K 1 0.03% Increased
647
ICM
Ionic Capital Management
New York
$276K -$72.6K 1 0.04% Reduced
648
BFG
Berger Financial Group
Minnesota
$275K -$6.54K 1 0.02% Reduced
649
Greenleaf Trust
Greenleaf Trust
Michigan
$275K +$17.2K 1 0% Increased
650
IAG
Innovative Advisory Group
Massachusetts
$272K +$42.9K 2 0.26% Increased