← 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
FFP
FourThought Financial Partners
Florida
$215K +$211K 1 0.02% New
877
AWP
Avid Wealth Partners
Texas
$215K +$591 1 0.1% Increased
878
SMC
Smith, Moore & Co
Missouri
$215K +$47.4K 1 0.02% Increased
879
TWM
Tortuga Wealth Management
California
$213K +$41.7K 1 0.2% Increased
880
TWM
Tradition Wealth Management
Minnesota
$212K +$239K 1 0.02% New
881
PCS
Personal CFO Solutions
New Jersey
$212K -$8.66K 1 0.03% Reduced
882
SOS
Silver Oak Securities
Tennessee
$210K -$27.8K 1 0.02% Reduced
883
CFG
Certior Financial Group
Pennsylvania
$210K -$787 1 0.13% Reduced
884
LAM
L2 Asset Management
Massachusetts
$209K +$17.9K 1 0.02% Increased
885
WW
Waterfront Wealth
Kansas
$209K +$236K 1 0.04% New
886
SL
Summitry LLC
California
$204K +$230K 1 0.01% New
887
Los Angeles Capital Management
Los Angeles Capital Management
California
$204K -$6.69K 1 0% Reduced
888
HWA
Hillcrest Wealth Advisors
New Jersey
$203K +$228K 1 0.08% New
889
IAN
Integrated Advisors Network
Texas
$202K -$914K 1 0.01% Reduced
890
EPG
Estate Planners Group
Pennsylvania
$201K +$27.7K 1 0.1% Increased
891
SummitTX Capital
SummitTX Capital
Texas
$201K +$197K 1 0.01% New
892
TPWA
Twin Peaks Wealth Advisors
California
$198K +$223K 1 0.05% New
893
VWM
Venturi Wealth Management
Texas
$195K +$220K 1 0.01% New
894
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K +$88K 1 0.46% Increased
895
BG
Bollard Group
Massachusetts
$175K $0 1 0.01% Maintained
896
FCM
Firsthand Capital Management
California
$175K $0 1 0.37% Maintained
897
WA
Whipplewood Advisors
Colorado
$175K +$197K 1 0.09% New
898
Central Trust Company
Central Trust Company
Missouri
$173K +$4.13K 1 0% Increased
899
VCM
Versant Capital Management
Arizona
$172K +$92.7K 2 0.02% Increased
900
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$169K -$2.36M 1 0% Reduced