← 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
651
MWM
Marietta Wealth Management
Georgia
$400K $0 1 0.04% Maintained
652
ASC
Ares Systematic Credit
$398K -$321K 1 0.24% Reduced
653
AI
AXS Investments
New York
$398K -$1.99K 1 0.11% Reduced
654
WFP
Worthington Financial Partners
Ohio
$397K -$903 1 0.33% Reduced
655
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$395K -$137K 1 0% Reduced
656
Savant Capital
Savant Capital
Illinois
$392K +$35.7K 1 0% Increased
657
WAM
Wakefield Asset Management
Colorado
$389K +$481K 1 0.09% New
658
AWM
Activest Wealth Management
Florida
$387K -$222K 3 0.07% Reduced
659
FMI
Frec Markets Inc
California
$383K +$147K 1 0.03% Increased
660
RF
Rossby Financial
Florida
$378K +$4.33K 1 0.07% Increased
661
Western Wealth Management
Western Wealth Management
Colorado
$377K +$16.2K 1 0.01% Increased
662
AFP
Ausdal Financial Partners
Iowa
$374K -$42.6K 1 0.01% Reduced
663
Davenport & Co
Davenport & Co
Virginia
$371K -$40.6K 1 0% Reduced
664
Capital Investment Advisors
Capital Investment Advisors
Georgia
$368K +$181K 1 0% Increased
665
OBAM
ODDO BHF Asset Management
France
$365K -$52.4K 1 0.02% Reduced
666
WPW
Watershed Private Wealth
Illinois
$365K +$72.2K 1 0.1% Increased
667
VA
VestGen Advisors
Illinois
$365K -$58.5K 1 0.01% Reduced
668
Waverly Advisors
Waverly Advisors
Alabama
$363K -$20.2K 1 0% Reduced
669
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$362K -$116K 2 0% Reduced
670
GAA
Global Assets Advisory
Florida
$361K -$149K 1 0.08% Reduced
671
KIA
KCM Investment Advisors
California
$361K +$43.7K 1 0.01% Increased
672
DC
Diametric Capital
Massachusetts
$360K +$444K 1 0.04% New
673
Flow Traders U.S.
Flow Traders U.S.
New York
$357K -$2.2M 1 0.01% Reduced
674
CA
Cullinan Associates
Kentucky
$355K $0 1 0.03% Maintained
675
TCM
Triumph Capital Management
Colorado
$355K -$18.1K 1 0.06% Reduced