← 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
951
Curi RMB Capital
Curi RMB Capital
Illinois
$232K +$155K 1 0% New
952
AV
Alamea Verwaltungs
New Jersey
$231K +$154K 1 0.17% New
953
BWP
BSW Wealth Partners
Colorado
$231K +$154K 1 0.03% New
954
FFL
Financial Freedom LLC
Ohio
$231K -$98.2K 1 0.12% Reduced
955
OBAM
ODDO BHF Asset Management
France
$231K -$267K 1 0.01% Reduced
956
AO
Advisor OS
Illinois
$231K +$154K 1 0.02% New
957
Csenge Advisory Group
Csenge Advisory Group
Florida
$230K +$218K 1 0.01% New
958
JPLA
Joseph P. Lucia & Associates
New York
$230K +$153K 1 0.09% New
959
LIM
Leavell Investment Management
Alabama
$228K +$152K 1 0.01% New
960
GIM
Grassi Investment Management
California
$228K +$152K 1 0.02% New
961
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$227K +$151K 1 0.01% New
962
IW
Instrumental Wealth
Florida
$225K +$136K 1 0.18% New
963
TWM
TSA Wealth Management
Texas
$225K +$150K 1 0.08% New
964
RWM
Revisor Wealth Management
Ohio
$225K +$135K 1 0.08% New
965
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$224K +$150K 1 0.02% New
966
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$223K +$149K 1 0.01% New
967
FHC
First Heartland Consultants
Missouri
$223K +$148K 1 0.02% New
968
FWP
FAS Wealth Partners
Kansas
$220K +$147K 1 0.02% New
969
Shelton Capital Management
Shelton Capital Management
Colorado
$220K +$147K 1 0.01% New
970
KP
Keel Point
Alabama
$220K +$147K 1 0.01% New
971
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$219K +$146K 1 0.01% New
972
PineBridge Investments
PineBridge Investments
New York
$218K -$219K 1 0% Reduced
973
FFG
Frisch Financial Group
New York
$217K +$145K 1 0.05% New
974
FCP
Fidelis Capital Partners
Florida
$217K +$167K 1 0.02% New
975
MS
Madden Securities
Texas
$216K +$144K 1 0.07% New