← 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
SCM
Silvant Capital Management
Georgia
$39.8K $0 1 0% Maintained
777
SRCM
Signature Resources Capital Management
California
$38.8K $0 1 0.04% Maintained
778
PAI
Pittenger & Anderson Inc
Nebraska
$38.4K $0 1 0% Maintained
779
PWMG
Private Wealth Management Group
New Jersey
$37.9K +$1.26K 1 0.02% Increased
780
SWM
Sugarloaf Wealth Management
Georgia
$37.1K +$3.42K 1 0.01% Increased
781
GWSA
Global Wealth Strategies & Associates
Colorado
$36.3K $0 1 0.01% Maintained
782
AC
Avestar Capital
New York
$34.5K -$5.4K 1 0% Reduced
783
PTC
Private Trust Company
Ohio
$33.9K -$12.2K 1 0% Reduced
784
MCM
Manchester Capital Management
Vermont
$33.7K $0 1 0% Maintained
785
AFG
Albion Financial Group
Utah
$33.4K $0 1 0% Maintained
786
HWP
Highline Wealth Partners
California
$33.1K +$4.86K 1 0.01% Increased
787
Jones Financial Companies
Jones Financial Companies
Missouri
$31.3K +$21.2K 1 0% New
788
Montag & Associates
Montag & Associates
Georgia
$30.8K $0 1 0% Maintained
789
CWP
Concord Wealth Partners
Virginia
$30.2K +$15.7K 1 0.01% Increased
790
Arax Advisory Partners
Arax Advisory Partners
Colorado
$29.7K $0 1 0% Maintained
791
Geneos Wealth Management
Geneos Wealth Management
Colorado
$29.7K +$18K 1 0% Increased
792
QC
Quent Capital
New York
$28.4K +$20.6K 2 0% Increased
793
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$27.8K +$900 1 0% Increased
794
SWM
Sanctuary Wealth Management
Idaho
$27.8K $0 1 0.02% Maintained
795
JPWM
Jamison Private Wealth Management
Georgia
$26.8K +$7.2K 1 0% Increased
796
Allianz
Allianz
Germany
$26.5K +$18K 1 0% New
797
MAWCM
Mine & Arao Wealth Creation & Management
California
$26.5K $0 1 0.01% Maintained
798
PGAM
Princeton Global Asset Management
New Jersey
$26.5K +$18K 1 0.01% New
799
PFSC
Peoples Financial Services Corp
Pennsylvania
$26.5K $0 1 0.01% Maintained
800
ZB
Zions Bancorporation
Utah
$25.7K -$1.8K 1 0% Reduced