← 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
E Fund Management (HK)
E Fund Management (HK)
Hong Kong
$63.4K -$41.1K 2 0.02% Reduced
877
Spire Wealth Management
Spire Wealth Management
Virginia
$63.3K -$55.2K 1 0% Reduced
878
Thurston Springer Miller Herd & Titak
Thurston Springer Miller Herd & Titak
Indiana
$62.9K $0 1 0.02% Maintained
879
Central Trust Company
Central Trust Company
Missouri
$62.6K -$102K 1 0% Reduced
880
SOA Wealth Advisors
SOA Wealth Advisors
New York
$61.7K $0 1 0.01% Maintained
881
Institute for Wealth Management
Institute for Wealth Management
Colorado
$60.7K +$74.9K 1 0.01% New
882
Advisors Asset Management
Advisors Asset Management
Colorado
$57K +$35.7K 1 0% Increased
883
Aventura Private Wealth
Aventura Private Wealth
Florida
$55.6K -$25.3K 1 0.02% Reduced
884
NBC Securities
NBC Securities
Alabama
$52.3K -$1.8K 1 0% Reduced
885
Quarry LP
Quarry LP
New York
$52.3K -$47.7K 4 0% Reduced
886
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$51.9K +$9.9K 1 0% Increased
887
Parkside Financial Bank & Trust
Parkside Financial Bank & Trust
Missouri
$51.2K -$20.1K 2 0% Reduced
888
Caitong International Asset Management
Caitong International Asset Management
Hong Kong
$50.6K -$918K 2 0.01% Reduced
889
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$47.5K +$181 1 0% Increased
890
Mosley Wealth Management
Mosley Wealth Management
California
$47.4K -$179K 1 0.02% Reduced
891
Mitsubishi UFJ Morgan Stanley Securities
Mitsubishi UFJ Morgan Stanley Securities
Japan
$47.2K -$137K 1 0.14% Reduced
892
TPW
TOP Private Wealth
Connecticut
$46.9K +$57.9K 1 0.05% New
893
Golden State Wealth Management
Golden State Wealth Management
California
$46.3K +$542 1 0% Increased
894
Hoey Investments
Hoey Investments
Pennsylvania
$45.6K $0 1 0.01% Maintained
895
Creative Financial Designs
Creative Financial Designs
Indiana
$45K -$42.4K 1 0% Reduced
896
Lugano Financial Advisors SA (LFA)
Lugano Financial Advisors SA (LFA)
Switzerland
$45K $0 1 0.03% Maintained
897
Cary Street Partners Investment Advisory
Cary Street Partners Investment Advisory
Virginia
$44.7K -$2.89K 1 0.01% Reduced
898
Estabrook Capital Management
Estabrook Capital Management
New York
$44.3K $0 1 0.01% Maintained
899
Capital Advisors Ltd
Capital Advisors Ltd
Ohio
$41K -$2.71K 1 0% Reduced
900
Zions Bancorporation, National Association
Zions Bancorporation, National Association
Utah
$40.5K +$9.8K 2 0% Increased