← 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
901
VA
VestGen Advisors
Illinois
$273K +$182K 1 0.01% New
902
Carnegie Investment Counsel
Carnegie Investment Counsel
Ohio
$272K +$182K 1 0.01% New
903
CGA
Crescent Grove Advisors
Illinois
$272K -$112K 1 0.03% Reduced
904
Bridges Investment Management
Bridges Investment Management
Nebraska
$272K +$181K 1 0% New
905
CFG
Cooper Financial Group
California
$270K +$180K 1 0.03% New
906
AFAS
Acorn Financial Advisory Services
Virginia
$269K +$180K 1 0.04% New
907
FMLI
Fukoku Mutual Life Insurance
Japan
$268K +$179K 1 0.02% New
908
WPP
Whalerock Point Partners
Rhode Island
$268K +$179K 1 0.06% New
909
CFFP
Center for Financial Planning
Michigan
$268K +$117K 1 0.03% Increased
910
Great Lakes Advisors
Great Lakes Advisors
Illinois
$267K +$178K 1 0% New
911
Eagle Global Advisors
Eagle Global Advisors
Texas
$266K +$178K 1 0.01% New
912
SC
Stephens Consulting
Michigan
$265K +$1.64K 1 0.06% Increased
913
KIC
Kensington Investment Counsel
California
$265K +$177K 1 0.11% New
914
WRPWM
Werba Rubin Papier Wealth Management
California
$264K +$176K 1 0.05% New
915
FAM
Formidable Asset Management
Ohio
$262K $0 1 0.04% Maintained
916
CWS
Cypress Wealth Services
California
$261K +$174K 1 0.05% New
917
HM Payson & Co
HM Payson & Co
Maine
$260K $0 1 0% Maintained
918
AWC
Abundance Wealth Counselors
Pennsylvania
$260K +$173K 1 0.05% New
919
ECM
EagleClaw Capital Management
Massachusetts
$259K +$173K 1 0.04% New
920
Scotia Capital
Scotia Capital
Ontario, Canada
$258K -$250K 1 0% Reduced
921
Daymark Wealth Partners
Daymark Wealth Partners
Ohio
$255K +$170K 1 0.01% New
922
HIC
Holderness Investments Company
North Carolina
$255K +$170K 1 0.05% New
923
PSP
Principal Street Partners
Tennessee
$255K +$170K 1 0.03% New
924
SWM
Shelton Wealth Management
Texas
$254K +$169K 1 0.12% New
925
WW
Waterfront Wealth
Kansas
$254K +$169K 1 0.06% New