← 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
826
WIM
Westside Investment Management
California
$76K $0 1 0.02% Maintained
827
CIA
Cape Investment Advisory
Georgia
$75.7K -$12.4K 1 0.03% Reduced
828
NWWA
New Wave Wealth Advisors
Arkansas
$75.2K +$76.9K 1 0.03% New
829
WCM
WealthTrak Capital Management
Virginia
$75.2K +$76.9K 1 0.06% New
830
VWM
Valley Wealth Managers
New Jersey
$74.5K $0 1 0.01% Maintained
831
VCM
Versant Capital Management
Arizona
$74K +$39.1K 1 0.02% Increased
832
CFFP
Center for Financial Planning
Michigan
$72.3K -$10.4K 1 0.01% Reduced
833
CAL
Capital Advisors Ltd
Ohio
$71K -$8.12K 1 0.01% Reduced
834
Quadrant Capital Group
Quadrant Capital Group
Ohio
$70.5K +$5.08K 1 0% Increased
835
BCPWM
Bradley & Co Private Wealth Management
Florida
$70.5K +$72.1K 1 0.04% New
836
MWA
Medallion Wealth Advisors
Connecticut
$69.8K +$71.3K 1 0.03% New
837
FLP
Financial Life Planners
Arizona
$68.5K +$70.1K 1 0.06% New
838
GC
Gould Capital
Washington
$66.3K -$12.7K 1 0.05% Reduced
839
SWA
SOA Wealth Advisors
New York
$66K +$10.2K 1 0.01% Increased
840
IWM
IMG Wealth Management
Florida
$63.6K +$65K 1 0.06% New
841
HWM
HighMark Wealth Management
Minnesota
$62.8K -$39.9K 1 0.04% Reduced
842
Groupe la Francaise
Groupe la Francaise
France
$62.3K +$14.5K 1 0% New
843
SOAMC
Spirit of America Management Corp
New York
$62.1K +$25.4K 1 0.01% Increased
844
VWM
Venturi Wealth Management
Texas
$59.1K +$3.3K 1 0% Increased
845
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$59K +$60.4K 1 0% New
846
PFBT
Parkside Financial Bank & Trust
Missouri
$58.4K +$3.55K 1 0.01% Increased
847
BWM
Bernard Wealth Management
Michigan
$55.9K +$57.1K 1 0.03% New
848
FGC
Financial Gravity Companies
Texas
$54.9K +$45.2K 1 0.01% Increased
849
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.6K $0 1 0.02% Maintained
850
CIAM
Caitong International Asset Management
Hong Kong
$52.5K +$39.2K 1 0.05% New