← 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
1001
CWP
Concord Wealth Partners
Virginia
$188K +$126K 1 0.03% New
1002
GWSG
GPS Wealth Strategies Group
Colorado
$181K +$36K 1 0.02% Increased
1003
CX Institutional
CX Institutional
Indiana
$177K +$2.57K 1 0.01% Increased
1004
Erste Asset Management
Erste Asset Management
Austria
$177K +$117K 1 0% New
1005
FG
Fairman Group
Pennsylvania
$175K $0 1 0.14% Maintained
1006
SA
SRH Advisors
Kansas
$175K $0 1 0.05% Maintained
1007
VF
Virtu Financial
New York
$174K -$2.49M 2 0.01% Reduced
1008
FP
Financial Perspectives
Minnesota
$173K $0 1 0.05% Maintained
1009
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$172K +$69K 1 0% Increased
1010
Allianz
Allianz
Germany
$163K -$37.9K 1 0% Reduced
1011
ITIM
Indiana Trust & Investment Management
Indiana
$163K $0 1 0.05% Maintained
1012
WIM
Westside Investment Management
California
$158K +$35.3K 1 0.03% Increased
1013
SOAMC
Spirit of America Management Corp
New York
$158K $0 1 0.03% Maintained
1014
AW
Avion Wealth
Texas
$155K +$6.25K 2 0.04% Increased
1015
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$148K +$68.5K 1 0% Increased
1016
HIA
Harbor Investment Advisory
Maryland
$144K -$41.1K 1 0.01% Reduced
1017
GM
GeoWealth Management
Illinois
$143K +$95.4K 1 0.01% New
1018
ECM
Estabrook Capital Management
New York
$141K +$93.5K 1 0.02% Increased
1019
PFBT
Parkside Financial Bank & Trust
Missouri
$141K +$40.2K 1 0.02% Increased
1020
TD Waterhouse Canada
TD Waterhouse Canada
Ontario, Canada
$140K +$82.8K 1 0% Increased
1021
AAG
Armstrong Advisory Group
Massachusetts
$132K +$81.1K 1 0.01% Increased
1022
GF Fund Management
GF Fund Management
China
$132K +$80.4K 1 0% Increased
1023
M
MOTCO
Texas
$132K $0 1 0.01% Maintained
1024
VCM
Versant Capital Management
Arizona
$129K +$19.4K 1 0.02% Increased
1025
NG
Novem Group
New York
$127K +$84.6K 1 0.02% New