← 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
OneFund LLC
OneFund LLC
Florida
$88.3K -$3.79K 1 0.05% Reduced
852
Basecamp Wealth Advisors
Basecamp Wealth Advisors
Washington
$88.1K -$8.65K 2 0.02% Reduced
853
Nemes Rush Group
Nemes Rush Group
Michigan
$87.4K -$181 1 0.01% Reduced
854
Westside Investment Management
Westside Investment Management
California
$85.2K -$181 1 0.01% Reduced
855
Reyes Financial Architecture
Reyes Financial Architecture
California
$84.8K -$16.2K 1 0.05% Reduced
856
SRH Advisors
SRH Advisors
Kansas
$81.1K $0 1 0.02% Maintained
857
FP
Financial Perspectives
Minnesota
$75K $0 1 0.02% Maintained
858
Cornerstone Planning Group
Cornerstone Planning Group
New Jersey
$74.6K -$3.07K 1 0.01% Reduced
859
Center for Financial Planning
Center for Financial Planning
Michigan
$74K -$1.62K 1 0.01% Reduced
860
BNP Paribas
BNP Paribas
France
$73.3K $0 1 0% Maintained
861
Fairman Group
Fairman Group
Pennsylvania
$73.1K $0 1 0.06% Maintained
862
Rothschild Investment LLC
Rothschild Investment LLC
Illinois
$70K +$3.35K 3 0% Increased
863
TD Private Client Wealth
TD Private Client Wealth
New York
$69.7K +$36.3K 1 0% Increased
864
MCF Advisors
MCF Advisors
Kentucky
$69K +$5.06K 1 0% Increased
865
Keating Financial Advisory Services
Keating Financial Advisory Services
Kansas
$68.1K +$1.8K 1 0.01% Increased
866
ITIM
Indiana Trust & Investment Management
Indiana
$68K $0 1 0.02% Maintained
867
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$67.7K -$37.1K 2 0% Reduced
868
JTC Employer Solutions Trustee
JTC Employer Solutions Trustee
Jersey
$67K $0 1 0.01% Maintained
869
AW
Avion Wealth
Texas
$65K -$1.44K 1 0.01% Reduced
870
Elevation Wealth Partners
Elevation Wealth Partners
California
$64.6K +$722 1 0.02% Increased
871
CH
Cromwell Holdings
Wyoming
$64.5K -$32.3K 1 0.03% Reduced
872
APW
Allied Private Wealth
Florida
$63.7K +$72.2K 1 0.04% New
873
RMG Wealth Management
RMG Wealth Management
Wisconsin
$63.5K $0 1 0.01% Maintained
874
E Fund Management (HK)
E Fund Management (HK)
Hong Kong
$63.4K -$41.1K 2 0.02% Reduced
875
Spire Wealth Management
Spire Wealth Management
Virginia
$63.3K -$55.2K 1 0% Reduced