← 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
876
Spire Wealth Management
Spire Wealth Management
Virginia
$63.3K -$55.2K 1 0% Reduced
877
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$62.9K $0 1 0.02% Maintained
878
Central Trust Company
Central Trust Company
Missouri
$62.6K -$102K 1 0% Reduced
879
SWA
SOA Wealth Advisors
New York
$61.7K $0 1 0.01% Maintained
880
IFWM
Institute for Wealth Management
Colorado
$60.7K +$74.9K 1 0.01% New
881
Advisors Asset Management
Advisors Asset Management
Colorado
$57K +$35.7K 1 0% Increased
882
APW
Aventura Private Wealth
Florida
$55.6K -$25.3K 1 0.02% Reduced
883
NS
NBC Securities
Alabama
$52.3K -$1.8K 1 0% Reduced
884
QL
Quarry LP
New York
$52.3K -$47.7K 4 0% Reduced
885
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$51.9K +$9.93K 1 0% Increased
886
PFBT
Parkside Financial Bank & Trust
Missouri
$51.2K -$20.1K 2 0% Reduced
887
CIAM
Caitong International Asset Management
Hong Kong
$50.6K -$918K 2 0.01% Reduced
888
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$47.5K +$181 1 0% Increased
889
MWM
Mosley Wealth Management
California
$47.4K -$179K 1 0.02% Reduced
890
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$47.2K -$137K 1 0.14% Reduced
891
TPW
TOP Private Wealth
Connecticut
$46.9K +$57.9K 1 0.05% New
892
GSWM
Golden State Wealth Management
California
$46.3K +$542 1 0% Increased
893
HI
Hoey Investments
Pennsylvania
$45.6K $0 1 0.01% Maintained
894
CFD
Creative Financial Designs
Indiana
$45K -$42.4K 1 0% Reduced
895
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$45K $0 1 0.03% Maintained
896
CSPIA
Cary Street Partners Investment Advisory
Virginia
$44.7K -$2.89K 1 0.01% Reduced
897
ECM
Estabrook Capital Management
New York
$44.3K $0 1 0.01% Maintained
898
CAL
Capital Advisors Ltd
Ohio
$41K -$2.71K 1 0% Reduced
899
ZBNA
Zions Bancorporation, National Association
Utah
$40.5K +$9.82K 2 0% Increased
900
HWM
HighMark Wealth Management
Minnesota
$39.5K +$2.89K 2 0.01% Increased