← 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
FAM
Flaharty Asset Management
Florida
$26K +$51.2K 1 0% New
827
Bessemer Group
Bessemer Group
New Jersey
$26K +$27.4K 1 0% Increased
828
AG
AmeriFlex Group
Nevada
$25.8K $0 1 0.01% Maintained
829
BC
Barrett & Company
Rhode Island
$25.8K $0 1 0.01% Maintained
830
HWP
Highline Wealth Partners
California
$25.3K +$726 1 0.01% Increased
831
PWA
Physician Wealth Advisors
Utah
$25.3K +$3.63K 1 0% Increased
832
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$22.4K -$1.21K 1 0% Reduced
833
AFG
Albion Financial Group
Utah
$21.7K $0 1 0% Maintained
834
OIA
Optimum Investment Advisors
Illinois
$21.5K +$30.3K 1 0.01% New
835
C
Covestor
United Kingdom
$21K +$1.21K 1 0.01% Increased
836
MAM
Meeder Asset Management
Ohio
$20.2K +$15.7K 1 0% Increased
837
CWM
Copia Wealth Management
Oregon
$19.3K +$1.45K 1 0.02% Increased
838
BIA
Bell Investment Advisors
California
$18.8K +$3.63K 1 0% Increased
839
GEA
Glen Eagle Advisors
New Jersey
$18.4K +$12.1K 1 0% Increased
840
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$18.1K -$1.45K 1 0% Reduced
841
QC
Quent Capital
New York
$17.4K -$5.33K 1 0% Reduced
842
AF
Atala Financial
California
$17.2K -$2.42K 1 0.01% Reduced
843
PFSC
Peoples Financial Services Corp
Pennsylvania
$17.2K $0 1 0.01% Maintained
844
EWP
Elevation Wealth Partners
California
$16.9K +$2.42K 1 0.01% Increased
845
FGAM
Financial Gravity Asset Management
Texas
$16.9K +$23.7K 1 0% New
846
QPBE
Quintet Private Bank (Europe)
Luxembourg
$16.5K +$11.1K 1 0% Increased
847
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$16.2K -$21.8K 1 0% Reduced
848
GBT
Grove Bank & Trust
Florida
$15.5K +$21.8K 1 0% New
849
SWP
SIMA Wealth Partners
Virginia
$15K +$242 1 0.01% Increased
850
HCM
Hollencrest Capital Management
California
$14.8K -$17.9K 1 0% Reduced