← 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
726
DWT
Dorsey & Whitney Trust
South Dakota
$286K -$118K 1 0.01% Reduced
727
CA
COFG Advisors
Illinois
$282K +$348K 1 0.05% New
728
Sagespring Wealth Partners
Sagespring Wealth Partners
Tennessee
$280K -$2.35K 1 0% Reduced
729
MCA
MSH Capital Advisors
Arizona
$280K +$28.2K 1 0.05% Increased
730
Evergreen Capital Management
Evergreen Capital Management
Washington
$278K -$117K 1 0% Reduced
731
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$278K +$16.6K 1 0.01% Increased
732
TWPM
Total Wealth Planning & Management
Florida
$278K +$343K 1 0.19% New
733
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$277K $0 1 0.01% Maintained
734
PCM
Prelude Capital Management
New York
$273K +$313K 1 0.02% New
735
SWP
Strategic Wealth Partners
Ohio
$273K -$31.4K 1 0.02% Reduced
736
Profund Advisors
Profund Advisors
Maryland
$273K -$10.1K 1 0.01% Reduced
737
MWM
Maridea Wealth Management
New York
$271K -$1.08K 1 0.03% Reduced
738
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$271K -$32.8K 3 0.01% Reduced
739
ALPS Advisors
ALPS Advisors
Colorado
$269K +$333K 1 0% New
740
EW
Expressive Wealth
Illinois
$269K -$4.15K 1 0.25% Reduced
741
SPC
Spirepoint Private Client
Florida
$269K -$78.9K 1 0.02% Reduced
742
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$265K -$61K 1 0% Reduced
743
WW
Waterfront Wealth
Kansas
$263K +$82.1K 1 0.04% Increased
744
VWA
Visionary Wealth Advisors
Illinois
$262K +$12.3K 1 0.01% Increased
745
IAIM
International Assets Investment Management
Florida
$261K -$2.35K 1 0.02% Reduced
746
C
Certuity
Florida
$261K +$85K 1 0.01% Increased
747
TCA
Transcend Capital Advisors
New Jersey
$259K -$178K 1 0.02% Reduced
748
KWS
Keystone Wealth Services
California
$259K -$20K 1 0.05% Reduced
749
B
Bensler
Washington
$257K -$542 1 0.02% Reduced
750
OFI Invest Asset Management
OFI Invest Asset Management
France
$252K +$356K 1 0% New