← 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
Clearstead Advisors
Clearstead Advisors
Ohio
$299K +$59.8K 1 0% Increased
877
LWM
LeConte Wealth Management
Tennessee
$298K +$199K 1 0.2% New
878
FRM
Fox Run Management
Connecticut
$297K -$635K 1 0.05% Reduced
879
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$296K +$197K 1 0.01% New
880
SageView Advisory Group
SageView Advisory Group
California
$294K +$181K 1 0.01% New
881
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$293K +$196K 1 0.01% New
882
TAM
TCP Asset Management
Ohio
$293K +$195K 1 0.06% New
883
Hantz Financial Services
Hantz Financial Services
Michigan
$292K +$18.7K 1 0% Increased
884
FFS
Founders Financial Securities
Maryland
$292K +$195K 1 0.02% New
885
MCA
Magnolia Capital Advisors
Mississippi
$288K +$192K 1 0.07% New
886
RF
Rossby Financial
Florida
$286K -$35.1K 1 0.11% Reduced
887
Waverly Advisors
Waverly Advisors
Alabama
$285K +$190K 1 0% New
888
SCP
Sivia Capital Partners
California
$285K +$190K 1 0.1% New
889
MAWA
Moss Adams Wealth Advisors
Washington
$284K +$190K 1 0.03% New
890
TFGT
TS Financial Group (TSFG)
Illinois
$284K $0 1 0.05% Maintained
891
Regions Financial Corp
Regions Financial Corp
Alabama
$282K +$188K 1 0% New
892
Inspire Investing
Inspire Investing
Idaho
$282K -$230K 1 0.03% Reduced
893
Quotient Wealth Partners
Quotient Wealth Partners
Texas
$281K +$188K 1 0.01% New
894
SMC
Smith, Moore & Co
Missouri
$281K +$187K 1 0.02% New
895
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$281K +$187K 1 0.01% New
896
SIS
Strategic Investment Solutions
Illinois
$281K +$171K 1 0.08% Increased
897
GITFIT
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$280K +$42.1K 1 0.15% Increased
898
SIM
Sentry Investment Management
Wisconsin
$278K +$183K 1 0.15% New
899
MIC
Means Investment Company
Maine
$278K +$185K 1 0.03% New
900
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$278K +$125K 1 0.02% Increased