← 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
1051
PCTC
Perkins Coie Trust Company
Washington
$87.6K $0 1 0.01% Maintained
1052
MWA
Medallion Wealth Advisors
Connecticut
$86.8K -$2.34K 1 0.03% Reduced
1053
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$83.4K $0 1 0% Maintained
1054
CFO
CVA Family Office
Colorado
$82.4K +$44.9K 1 0.01% Increased
1055
SIS
Sound Income Strategies
Florida
$79.2K -$9.35K 1 0% Reduced
1056
VNA
Valley National Advisers
Pennsylvania
$79K +$234 1 0.01% Increased
1057
BWM
Bernard Wealth Management
Michigan
$78.9K $0 1 0.04% Maintained
1058
GPFA
Game Plan Financial Advisors
Ohio
$78.9K +$52.6K 1 0.03% New
1059
UMB Bank
UMB Bank
Missouri
$77.5K +$50.7K 1 0% Increased
1060
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$77.1K $0 1 0.02% Maintained
1061
EFMH
E Fund Management (HK)
Hong Kong
$72.2K +$48.2K 1 0.07% New
1062
RIL
Rothschild Investment LLC
Illinois
$71.8K +$45.6K 1 0% Increased
1063
OWP
ORG Wealth Partners
Texas
$71.5K +$49.8K 2 0.02% Increased
1064
HT
Headlands Technologies
Illinois
$70.5K -$1.3M 1 0.01% Reduced
1065
SWA
SOA Wealth Advisors
New York
$70.4K -$6.31K 1 0.01% Reduced
1066
AA
Addison Advisors
Vermont
$70.1K $0 1 0.02% Maintained
1067
CMP
Coston McIsaac & Partners
Maine
$70K +$46.8K 1 0.02% New
1068
BNP Paribas
BNP Paribas
France
$69.1K $0 1 0% Maintained
1069
BCM
Berbice Capital Management
New York
$68.3K $0 1 0.05% Maintained
1070
AG
AmeriFlex Group
Nevada
$67.5K +$7.01K 1 0.04% Increased
1071
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$67.2K +$91.2K 1 0.03% New
1072
ZBNA
Zions Bancorporation, National Association
Utah
$66.6K +$44.4K 1 0% New
1073
SBFM
S-Bank Fund Management
Finland
$63.1K +$234 1 0.01% Increased
1074
CMA
Cedar Mountain Advisors
Oregon
$62K $0 1 0.01% Maintained
1075
CCC
Chelsea Counsel Company
California
$59.6K -$93.5K 1 0.03% Reduced