← 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
WFA
WMG Financial Advisors
Tennessee
$234K +$272K 1 0.18% New
652
GSWM
Golden State Wealth Management
California
$232K -$136K 1 0.04% Reduced
653
SMF
Sterling Manor Financial
New York
$232K $0 1 0.18% Maintained
654
S
Surevest
California
$232K +$267K 1 0.06% New
655
Miracle Mile Advisors
Miracle Mile Advisors
California
$231K +$267K 1 0.01% New
656
Principal Financial Group
Principal Financial Group
Iowa
$231K +$266K 1 0% New
657
WAM
WNY Asset Management
New York
$229K +$262K 1 0.07% New
658
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions
Missouri
$228K +$261K 1 0.05% New
659
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$228K +$263K 1 0.01% New
660
SW
SVB Wealth
Massachusetts
$228K -$1.18M 1 0% Reduced
661
HM Payson & Co
HM Payson & Co
Maine
$221K +$61.9K 1 0% Increased
662
Synovus Financial
Synovus Financial
Georgia
$220K +$253K 1 0% New
663
HUB Investment Partners
HUB Investment Partners
Texas
$219K -$146K 1 0.05% Reduced
664
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$218K -$11.6K 1 0.03% Reduced
665
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$217K +$251K 1 0.01% New
666
TS
Tamar Securities
California
$216K -$109K 1 0.06% Reduced
667
OA
Oxbow Advisors
Texas
$215K +$247K 1 0.02% New
668
TCM
Traynor Capital Management
Pennsylvania
$215K -$66.3K 1 0.03% Reduced
669
YMRC
Yorktown Management & Research Company
Virginia
$215K +$247K 1 0.15% New
670
BCA
Biltmore Capital Advisors
New Jersey
$213K -$172K 1 0.04% Reduced
671
SAM
S.A. Mason
Michigan
$213K $0 1 0.13% Maintained
672
BW
Bison Wealth
Georgia
$210K +$242K 1 0.12% New
673
SignatureFD
SignatureFD
Georgia
$208K +$42.6K 2 0.01% Increased
674
SIA
SkyView Investment Advisors
New Jersey
$208K -$2.33M 1 0.05% Reduced
675
AGA
Arkos Global Advisors
Texas
$207K +$238K 1 0.06% New