← 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
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$93K +$104K 1 0% Increased
852
State of Wyoming
State of Wyoming
Wyoming
$92.1K -$76.8K 2 0.01% Reduced
853
OneFund LLC
OneFund LLC
Florida
$88.3K -$3.79K 1 0.05% Reduced
854
Basecamp Wealth Advisors
Basecamp Wealth Advisors
Washington
$88.1K -$8.65K 2 0.02% Reduced
855
Nemes Rush Group
Nemes Rush Group
Michigan
$87.4K -$181 1 0.01% Reduced
856
Westside Investment Management
Westside Investment Management
California
$85.2K -$181 1 0.01% Reduced
857
Reyes Financial Architecture
Reyes Financial Architecture
California
$84.8K -$16.2K 1 0.05% Reduced
858
SRH Advisors
SRH Advisors
Kansas
$81.1K $0 1 0.02% Maintained
859
FP
Financial Perspectives
Minnesota
$75K $0 1 0.02% Maintained
860
Cornerstone Planning Group
Cornerstone Planning Group
New Jersey
$74.6K -$3.07K 1 0.01% Reduced
861
Center for Financial Planning
Center for Financial Planning
Michigan
$74K -$1.62K 1 0.01% Reduced
862
BNP Paribas
BNP Paribas
France
$73.3K $0 1 0% Maintained
863
Fairman Group
Fairman Group
Pennsylvania
$73.1K $0 1 0.06% Maintained
864
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$70K +$3.35K 3 0% Increased
865
TD Private Client Wealth
TD Private Client Wealth
New York
$69.7K +$36.3K 1 0% Increased
866
MCF Advisors
MCF Advisors
Kentucky
$69K +$5.06K 1 0% Increased
867
Keating Financial Advisory Services
Keating Financial Advisory Services
Kansas
$68.1K +$1.8K 1 0.01% Increased
868
ITIM
Indiana Trust & Investment Management
Indiana
$68K $0 1 0.02% Maintained
869
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$67.7K -$37.1K 2 0% Reduced
870
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$67K $0 1 0.01% Maintained
871
AW
Avion Wealth
Texas
$65K -$1.44K 1 0.01% Reduced
872
Elevation Wealth Partners
Elevation Wealth Partners
California
$64.6K +$722 1 0.02% Increased
873
CH
Cromwell Holdings
Wyoming
$64.5K -$32.3K 1 0.03% Reduced
874
APW
Allied Private Wealth
Florida
$63.7K +$72.2K 1 0.04% New
875
RMG Wealth Management
RMG Wealth Management
Wisconsin
$63.5K $0 1 0.01% Maintained