← 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
BOK Financial
BOK Financial
Oklahoma
$5.04K +$3.17K 1 0% New
777
Close Asset Management
Close Asset Management
United Kingdom
$5K $0 1 0% Maintained
778
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$5K +$3.17K 1 0% New
779
CWP
Concord Wealth Partners
Virginia
$4.7K -$11K 1 0% Reduced
780
CPG
Cornerstone Planning Group
New Jersey
$4.7K $0 1 0% Maintained
781
RWM
Raffa Wealth Management
District of Columbia
$4.7K +$2.95K 1 0% New
782
SA
Scarborough Advisors
Maryland
$4.7K +$2.95K 1 0% New
783
BWM
Baystate Wealth Management
Massachusetts
$4.35K -$1.64K 1 0% Reduced
784
EAM
Eukles Asset Management
Ohio
$4.35K $0 1 0% Maintained
785
OCM
Orion Capital Management
California
$4.35K $0 1 0% Maintained
786
PMFA
Plante Moran Financial Advisors
Michigan
$4.17K -$24.2K 1 0% Reduced
787
TFM
TFC Financial Management
Massachusetts
$4K $0 1 0% Maintained
788
Bartlett & Co
Bartlett & Co
Ohio
$4K $0 1 0% Maintained
789
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$3.73K $0 1 0% Maintained
790
IFAM
Institutional & Family Asset Management
Colorado
$3.65K $0 1 0% Maintained
791
BFPW
BOK Financial Private Wealth
Colorado
$3.48K +$2.18K 1 0% New
792
SSB
Sandy Spring Bank
Maryland
$3.48K -$12.8K 1 0% Reduced
793
BAM
Bellevue Asset Management
Washington
$3.48K $0 1 0% Maintained
794
CFGS
Concourse Financial Group Securities
Alabama
$3.48K $0 1 0% Maintained
795
GWMIA
Global Wealth Management Investment Advisory
Florida
$3.48K $0 1 0% Maintained
796
TIM
Tortoise Investment Management
New York
$3.48K $0 1 0% Maintained
797
Washington Trust
Washington Trust
Rhode Island
$3.48K $0 1 0% Maintained
798
PWMG
Prestige Wealth Management Group
New Jersey
$3.31K $0 1 0% Maintained
799
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$3.13K -$6.12K 1 0% Reduced
800
ADL
Asset Dedication LLC
California
$3K -$764 1 0% Reduced