← 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
CWM
C2C Wealth Management
Arizona
$80.6K +$94.4K 1 0.07% New
952
JEST
JTC Employer Solutions Trustee
Jersey
$80K $0 1 0.01% Maintained
953
KFAS
Keating Financial Advisory Services
Kansas
$79.6K +$20.9K 1 0.01% Increased
954
CL
CSS LLC
Illinois
$79.3K -$271K 1 0% Reduced
955
AW
Avion Wealth
Texas
$79K +$2.56K 1 0.02% Increased
956
MCF Advisors
MCF Advisors
Kentucky
$77.5K +$85.8K 1 0% Increased
957
EWP
Elevation Wealth Partners
California
$76.5K +$66.9K 1 0.03% Increased
958
BWAM
Boyd Watterson Asset Management
Ohio
$75.3K -$889K 1 0.02% Reduced
959
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$75.1K $0 1 0.03% Maintained
960
ANBT
American National Bank & Trust
Texas
$74K +$20.3K 1 0.01% Increased
961
SWA
SOA Wealth Advisors
New York
$73.7K +$27.2K 1 0.01% Increased
962
SC
Skylands Capital
Wisconsin
$69.8K +$78.7K 1 0.01% New
963
EPIMS
Evelyn Partners Investment Management Services
$68.3K -$394 1 0.01% Reduced
964
KCIA
Kingsbury Capital Investment Advisors
Illinois
$66.5K +$118K 1 0.06% New
965
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$65.8K +$59.2K 1 0% Increased
966
NS
NBC Securities
Alabama
$64.3K -$38K 1 0% Reduced
967
EP
Essential Partners
California
$58.5K +$77K 2 0.02% New
968
AFG
Albion Financial Group
Utah
$57.7K $0 2 0% Maintained
969
QC
Quent Capital
New York
$57.1K +$21.4K 3 0% Increased
970
CSPIA
Cary Street Partners Investment Advisory
Virginia
$56.2K +$21.3K 1 0.01% Increased
971
GSWM
Golden State Wealth Management
California
$54.8K -$9.25K 1 0.01% Reduced
972
HI
Hoey Investments
Pennsylvania
$54.5K -$15.1K 1 0.01% Reduced
973
OCM
Osbon Capital Management
Massachusetts
$54.1K +$35K 1 0.04% Increased
974
HPWM
High Point Wealth Management
New Jersey
$53.8K -$344K 1 0.05% Reduced
975
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$53.8K $0 1 0.03% Maintained