← 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
CWM
CarsonAllaria Wealth Management
Illinois
$23K +$14.4K 1 0.01% Increased
727
PTC
Private Trust Company
Ohio
$22.8K $0 1 0% Maintained
728
AFG
Albion Financial Group
Utah
$22.4K $0 1 0% Maintained
729
HWP
Highline Wealth Partners
California
$22.4K $0 1 0.01% Maintained
730
QL
Quarry LP
New York
$20.8K -$83.1K 1 0.01% Reduced
731
EC
Elequin Capital
New York
$20.7K +$23.2K 1 0% New
732
LIS
Legacy Investment Solutions
Idaho
$20.2K +$14.2K 1 0.01% New
733
LWMI
Legacy Wealth Management (Idaho)
Idaho
$20.2K +$14.2K 1 0.01% New
734
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$18.7K $0 1 0% Maintained
735
SWM
Sanctuary Wealth Management
Idaho
$18.5K -$200 1 0.01% Reduced
736
JPWM
Jamison Private Wealth Management
Georgia
$18K $0 1 0% Maintained
737
GWSA
Global Wealth Strategies & Associates
Colorado
$18K -$12.4K 1 0.01% Reduced
738
AEPWM
Atlantic Edge Private Wealth Management
Florida
$17.8K +$20K 1 0.01% New
739
PFSC
Peoples Financial Services Corp
Pennsylvania
$17.8K $0 1 0.01% Maintained
740
PGAM
Princeton Global Asset Management
New Jersey
$17.8K $0 1 0% Maintained
741
FCM
Fourpath Capital Management
Oklahoma
$17.3K +$19.4K 1 0% New
742
C
Covestor
United Kingdom
$17K +$601 1 0.01% Increased
743
HF
Halpern Financial
Virginia
$16.4K $0 1 0% Maintained
744
NL
NVWM LLC
Pennsylvania
$16K +$18K 1 0% New
745
ADL
Asset Dedication LLC
California
$15.9K $0 1 0% Maintained
746
SWP
SIMA Wealth Partners
Virginia
$15.3K $0 1 0.01% Maintained
747
BIA
Bell Investment Advisors
California
$15K -$401 1 0% Reduced
748
PCMC
Planning Capital Management Corporation
Pennsylvania
$14.6K +$16K 1 0.01% Increased
749
SouthState Corp
SouthState Corp
Florida
$14.4K $0 1 0% Maintained
750
AT
Arlington Trust
Alabama
$13.9K $0 1 0% Maintained