← 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
851
SOW
State of Wyoming
Wyoming
$92.1K -$76.8K 2 0.01% Reduced
852
OL
OneFund LLC
Florida
$88.3K -$3.79K 1 0.05% Reduced
853
BWA
Basecamp Wealth Advisors
Washington
$88.1K -$8.65K 2 0.02% Reduced
854
NRG
Nemes Rush Group
Michigan
$87.4K -$181 1 0.01% Reduced
855
WIM
Westside Investment Management
California
$85.2K -$181 1 0.01% Reduced
856
RFA
Reyes Financial Architecture
California
$84.8K -$16.2K 1 0.05% Reduced
857
SA
SRH Advisors
Kansas
$81.1K $0 1 0.02% Maintained
858
FP
Financial Perspectives
Minnesota
$75K $0 1 0.02% Maintained
859
CPG
Cornerstone Planning Group
New Jersey
$74.6K -$3.07K 1 0.01% Reduced
860
CFFP
Center for Financial Planning
Michigan
$74K -$1.63K 1 0.01% Reduced
861
BNP Paribas
BNP Paribas
France
$73.3K $0 1 0% Maintained
862
FG
Fairman Group
Pennsylvania
$73.1K $0 1 0.06% Maintained
863
RIL
Rothschild Investment LLC
Illinois
$70K +$3.35K 3 0% Increased
864
TD Private Client Wealth
TD Private Client Wealth
New York
$69.7K +$36.3K 1 0% Increased
865
MCF Advisors
MCF Advisors
Kentucky
$69K +$5.05K 1 0% Increased
866
KFAS
Keating Financial Advisory Services
Kansas
$68.1K +$1.8K 1 0.01% Increased
867
ITIM
Indiana Trust & Investment Management
Indiana
$68K $0 1 0.02% Maintained
868
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$67.7K -$37.1K 2 0% Reduced
869
JEST
JTC Employer Solutions Trustee
Jersey
$67K $0 1 0.01% Maintained
870
AW
Avion Wealth
Texas
$65K -$1.44K 1 0.01% Reduced
871
EWP
Elevation Wealth Partners
California
$64.6K +$722 1 0.02% Increased
872
CH
Cromwell Holdings
Wyoming
$64.5K -$32.3K 1 0.03% Reduced
873
APW
Allied Private Wealth
Florida
$63.7K +$72.2K 1 0.04% New
874
RWM
RMG Wealth Management
Wisconsin
$63.5K $0 1 0.01% Maintained
875
EFMH
E Fund Management (HK)
Hong Kong
$63.4K -$41.1K 2 0.02% Reduced