← 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
Bessemer Group
Bessemer Group
New Jersey
$408K +$237K 1 0% Increased
802
WPW
Watershed Private Wealth
Illinois
$404K +$270K 1 0.15% New
803
CF
Crosspoint Financial
California
$404K +$270K 1 1.08% New
804
RI
Ridgewood Investments
New Jersey
$403K +$17.5K 1 0.17% Increased
805
GIM
Generali Investments Management
Slovenia
$399K +$1.87K 1 0.09% Increased
806
CF
Centaurus Financial
California
$399K +$98.4K 1 0.02% Increased
807
Chilton Investment Company
Chilton Investment Company
Connecticut
$397K +$265K 1 0.01% New
808
PCS
Personal CFO Solutions
New Jersey
$397K +$265K 1 0.07% New
809
CGL
Clarius Group LLC
Washington
$396K +$264K 1 0.02% New
810
CCM
Chickasaw Capital Management
Tennessee
$394K +$263K 1 0.02% New
811
AA
Altrafin AG
$394K +$263K 1 0.13% New
812
Ancora Advisors
Ancora Advisors
Ohio
$394K +$59.6K 1 0.01% Increased
813
AWP
Avid Wealth Partners
Texas
$392K -$23.8K 1 0.22% Reduced
814
MCIA
Mountain Capital Investment Advisors
Colorado
$391K -$2.34K 1 0.08% Reduced
815
LFA
Lauterbach Financial Advisors
Texas
$390K +$260K 1 0.21% New
816
MSCM
McElhenny Sheffield Capital Management
Texas
$388K +$259K 1 0.1% New
817
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$385K -$430K 1 0% Reduced
818
OPWM
Oxinas Partners Wealth Management
Indiana
$384K +$256K 1 0.2% New
819
IAN
Integrated Advisors Network
Texas
$384K +$256K 1 0.02% New
820
WBC
Westpac Banking Corp
Australia
$381K +$53.1K 1 0.03% Increased
821
AA
Alta Advisers
United Kingdom
$381K +$254K 1 0.14% New
822
PCM
Park Capital Management
Wisconsin
$379K +$253K 1 0.35% New
823
DA
Dover Advisors
Virginia
$376K +$251K 1 0.17% New
824
CRWM
Castle Rock Wealth Management
California
$376K -$953K 1 0.09% Reduced
825
PIA
Perennial Investment Advisors
California
$375K -$273K 1 0.04% Reduced