← 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
801
ITIM
Indiana Trust & Investment Management
Indiana
$115K $0 1 0.04% Maintained
802
TD Private Client Wealth
TD Private Client Wealth
New York
$110K +$1.78K 1 0% Increased
803
Arax Advisory Partners
Arax Advisory Partners
Colorado
$107K +$70.1K 2 0.01% Increased
804
GM
GeoWealth Management
Illinois
$105K +$18K 1 0% Increased
805
AW
Avion Wealth
Texas
$104K -$11.2K 1 0.03% Reduced
806
HI
Hoey Investments
Pennsylvania
$102K +$25.4K 1 0.02% Increased
807
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$102K $0 1 0.03% Maintained
808
HCP
Hexagon Capital Partners
Arkansas
$102K $0 1 0.02% Maintained
809
OC
Oakworth Capital
Alabama
$99.3K -$38.6K 1 0.01% Reduced
810
OBAM
ODDO BHF Asset Management
France
$99.3K +$102K 1 0.01% New
811
RS
R Squared
Hong Kong
$99.3K +$102K 1 0.1% New
812
QL
Quarry LP
New York
$97.1K +$69.6K 1 0.01% Increased
813
PA
PSI Advisors
Florida
$94.6K $0 1 0.03% Maintained
814
GWSG
GPS Wealth Strategies Group
Colorado
$89.9K +$38.1K 1 0.01% Increased
815
SC
Steph & Co
Wisconsin
$87.4K +$89.4K 1 0.03% New
816
JEST
JTC Employer Solutions Trustee
Jersey
$87K $0 1 0.01% Maintained
817
M
MOTCO
Texas
$86.9K $0 1 0.01% Maintained
818
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$85.9K +$23.4K 1 0% Increased
819
SIS
Sound Income Strategies
Florida
$84.7K -$15.2K 1 0.01% Reduced
820
APW
Aventura Private Wealth
Florida
$83.9K +$85.8K 1 0.05% New
821
TAM
Tucker Asset Management
Colorado
$83.7K $0 1 0.01% Maintained
822
Blue Trust Inc
Blue Trust Inc
Georgia
$83.4K -$1.82M 1 0% Reduced
823
WAG
Wiser Advisor Group
Arizona
$83.4K $0 1 0.12% Maintained
824
HWM
Hemington Wealth Management
Virginia
$78K +$5.84K 1 0.02% Increased
825
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$76.5K $0 1 0.05% Maintained