← 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
Western Wealth Management
Western Wealth Management
Colorado
$271K +$44.6K 1 0.02% Increased
652
FRA
Frank Rimerman Advisors
California
$270K +$8.72K 1 0.02% Increased
653
DWT
Dorsey & Whitney Trust
South Dakota
$268K +$377K 1 0.02% New
654
PineBridge Investments
PineBridge Investments
New York
$268K $0 1 0% Maintained
655
Guggenheim Capital
Guggenheim Capital
Illinois
$267K +$167K 1 0% Increased
656
Centiva Capital
Centiva Capital
New York
$266K +$374K 1 0.01% New
657
Phoenix Financial
Phoenix Financial
Israel
$265K -$696K 1 0% Reduced
658
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$264K +$10.9K 1 0.01% Increased
659
NFSG
Newbridge Financial Services Group
Florida
$264K +$218K 1 0.06% Increased
660
FAM
Formidable Asset Management
Ohio
$262K +$46K 1 0.04% Increased
661
EW
Elyxium Wealth
California
$261K -$117K 1 0.12% Reduced
662
CAWM
Capital Advisors Wealth Management
Washington
$261K +$10.9K 1 0.05% Increased
663
SBF
Sara-Bay Financial
Florida
$261K +$145K 1 0.12% Increased
664
QPWM
Quadrant Private Wealth Management
Pennsylvania
$260K +$365K 1 0.06% New
665
DC
DeDora Capital
California
$259K +$11.4K 1 0.07% Increased
666
LWM
Laidlaw Wealth Management
New York
$259K -$20.1K 1 0.76% Reduced
667
Principal Securities
Principal Securities
Iowa
$256K $0 1 0.01% Maintained
668
LCM
Lazari Capital Management
California
$254K +$358K 1 0.1% New
669
SOS
Silver Oak Securities
Tennessee
$254K +$354K 1 0.02% New
670
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$252K +$94.2K 1 0.01% Increased
671
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$250K -$243K 1 0% Reduced
672
WP
Westmount Partners
California
$249K +$2.42K 1 0.08% Increased
673
Circle Wealth Management
Circle Wealth Management
New Jersey
$245K $0 1 0.01% Maintained
674
WDL
Well Done LLC
Michigan
$244K +$238K 1 0.04% New
675
RWM
Rockline Wealth Management
New York
$244K +$5.33K 1 0.07% Increased