← 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
FIC
Family Investment Center
Missouri
$250K +$252K 1 0.05% New
1052
ECM
EagleClaw Capital Management
Massachusetts
$250K $0 1 0.03% Maintained
1053
IA
Inspire Advisors
Idaho
$243K +$2.71K 1 0.02% Increased
1054
PTC
Private Trust Company
Ohio
$242K +$224K 1 0.02% Increased
1055
DWM
Drive Wealth Management
Utah
$242K +$243K 1 0.05% New
1056
WW
Waterfront Wealth
Kansas
$241K +$11.9K 1 0.05% Increased
1057
FFA
Founders Financial Alliance
North Carolina
$241K +$242K 1 0.05% New
1058
SIM
Sandia Investment Management
Massachusetts
$240K +$257K 2 0.72% New
1059
HSWM
Hubbell Strickland Wealth Management
Louisiana
$240K $0 1 0.1% Maintained
1060
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$240K +$19.7K 3 0.02% Increased
1061
ML
McAdam LLC
Pennsylvania
$240K -$210K 1 0.01% Reduced
1062
AGM
Alpine Global Management
New York
$240K +$258K 1 0.05% New
1063
GSC
Ground Swell Capital
South Carolina
$236K +$254K 2 0.52% New
1064
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$235K +$19.3K 1 0.01% Increased
1065
SC
Syon Capital
California
$234K +$3.39K 1 0.01% Increased
1066
CX Institutional
CX Institutional
Indiana
$233K +$62.7K 1 0.01% Increased
1067
SSG
Summit Securities Group
New York
$233K +$186K 1 0.05% Increased
1068
Clearstead Advisors
Clearstead Advisors
Ohio
$233K -$61.4K 2 0% Reduced
1069
C
Certuity
Florida
$232K +$233K 1 0.02% New
1070
PCM
Prelude Capital Management
New York
$232K -$277K 1 0.02% Reduced
1071
BAM
Berkshire Asset Management
Pennsylvania
$230K -$3.39K 1 0.01% Reduced
1072
RCA
Riverview Capital Advisers
Massachusetts
$229K +$230K 1 0.07% New
1073
SFS
Strategic Financial Services
New York
$228K +$339 1 0.01% Increased
1074
PG
Patten Group
Tennessee
$227K +$228K 1 0.04% New
1075
CCM
Consolidated Capital Management
California
$227K +$228K 1 0.08% New