← 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
776
CWA Asset Management Group
CWA Asset Management Group
Florida
$234K -$103K 1 0.01% Reduced
777
CreativeOne Wealth
CreativeOne Wealth
Kansas
$234K -$52.4K 1 0.01% Reduced
778
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$234K $0 1 0.01% Maintained
779
MFA
Mayflower Financial Advisors
Massachusetts
$233K -$181K 1 0.02% Reduced
780
MAM
Morse Asset Management
Connecticut
$233K -$5.6K 1 0.04% Reduced
781
FRA
Frank Rimerman Advisors
California
$233K -$604K 1 0.01% Reduced
782
WP
Westmount Partners
California
$232K -$103K 1 0.05% Reduced
783
CRI
Colonial River Investments
Virginia
$230K -$14.8K 1 0.07% Reduced
784
SIG Brokerage
SIG Brokerage
New York
$227K +$280K 1 0% New
785
BFG
Berger Financial Group
Minnesota
$226K +$722 1 0.01% Increased
786
Belpointe Asset Management
Belpointe Asset Management
Nevada
$226K -$166K 1 0.01% Reduced
787
ET
Equitable Trust
Tennessee
$225K +$278K 1 0.01% New
788
ICP
Interchange Capital Partners
Pennsylvania
$223K -$172K 1 0.04% Reduced
789
AU
AlphaGrep UK
$222K +$274K 1 0.07% New
790
CFG
Carter Financial Group
Illinois
$221K -$361 1 0.11% Reduced
791
LCM
LCM Capital Management
Illinois
$221K +$273K 1 0.1% New
792
BAM
Blueshift Asset Management
New Jersey
$219K +$271K 1 0.05% New
793
DA
Dover Advisors
Virginia
$219K +$175K 1 0.09% New
794
CAWM
Capital Advisors Wealth Management
Washington
$218K +$1.99K 1 0.03% Increased
795
NB
NBH Bank
Colorado
$218K +$274K 2 0.09% New
796
CWM
Cornerstone Wealth Management
Missouri
$217K +$9.93K 1 0.01% Increased
797
DI
Diligent Investors
California
$217K $0 1 0.05% Maintained
798
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$215K +$90.3K 1 0% Increased
799
PC
PCB Capital
New Jersey
$215K +$12.1K 1 0.26% Increased
800
Evercore Wealth Management
Evercore Wealth Management
New York
$212K $0 1 0% Maintained