← 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
CCM
Connective Capital Management
California
$372K -$370K 1 0.35% Reduced
827
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$370K +$247K 1 0% New
828
Stephens Inc
Stephens Inc
Arkansas
$368K +$245K 1 0.01% New
829
SAM
SP Asset Management
California
$360K +$240K 1 0.03% New
830
CIA
Compass Ion Advisors
Pennsylvania
$358K -$590K 1 0.04% Reduced
831
LMKC
L.M. Kohn & Company
Ohio
$358K +$238K 1 0.1% New
832
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$356K +$9.59K 1 0.05% Increased
833
AWA
Aaron Wealth Advisors
Illinois
$355K +$237K 1 0.04% New
834
IPW
Impact Partnership Wealth
Georgia
$355K -$757K 1 0.07% Reduced
835
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$353K +$235K 1 0.01% New
836
TSWM
Tyler-Stone Wealth Management
Ohio
$350K +$234K 1 0.06% New
837
BC
Belmont Capital
California
$350K $0 1 0.05% Maintained
838
FCM
Firsthand Capital Management
California
$350K $0 1 0.63% Maintained
839
GCS
Gordian Capital (Singapore)
Singapore
$350K +$125K 1 0.51% Increased
840
Welch Group
Welch Group
Alabama
$350K +$234K 1 0.01% New
841
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$350K +$234K 1 0.01% New
842
BG
Bollard Group
Massachusetts
$350K +$234K 1 0.01% New
843
WFI
West Family Investments
California
$349K +$233K 1 0.09% New
844
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$348K +$232K 1 0.01% New
845
WDL
Well Done LLC
Michigan
$347K +$1.4K 1 0.07% Increased
846
Smartleaf Asset Management
Smartleaf Asset Management
Massachusetts
$343K -$38.1K 1 0.03% Reduced
847
Huntington National Bank
Huntington National Bank
Ohio
$340K +$28.3K 1 0% Increased
848
RCA
Resonant Capital Advisors
Wisconsin
$339K +$226K 1 0.02% New
849
CCA
Childress Capital Advisors
Texas
$337K +$225K 1 0.08% New
850
FH
FWG Holdings
Florida
$337K -$5.84K 1 0.16% Reduced