← 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
1076
RBC
Romano Brothers & Co
Illinois
$227K $0 1 0.03% Maintained
1077
BFA
Bill Few Associates
Pennsylvania
$226K $0 1 0.06% Maintained
1078
MCM
Manchester Capital Management
Vermont
$225K +$96.1K 3 0.03% Increased
1079
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$224K $0 1 0.04% Maintained
1080
RWM
Revisor Wealth Management
Ohio
$224K $0 1 0.08% Maintained
1081
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$224K -$4.07K 1 0% Reduced
1082
Grimes & Company
Grimes & Company
Massachusetts
$223K +$224K 1 0.01% New
1083
MCA
Magnolia Capital Advisors
Mississippi
$222K -$56.3K 1 0.06% Reduced
1084
LIM
Leavell Investment Management
Alabama
$221K +$1.02K 1 0.01% Increased
1085
AEPWM
Atlantic Edge Private Wealth Management
Florida
$220K +$27.2K 2 0.06% Increased
1086
NRC
New Republic Capital
North Carolina
$219K +$16.3K 1 0.07% Increased
1087
AO
Advisor OS
Illinois
$219K -$3.39K 1 0.02% Reduced
1088
TSS
Two Sigma Securities
New York
$219K -$21.7K 1 0.03% Reduced
1089
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$218K +$76K 1 0.01% Increased
1090
Modera Wealth Management
Modera Wealth Management
New Jersey
$218K -$12.9K 1 0% Reduced
1091
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$218K -$609K 1 0.01% Reduced
1092
TWM
TSA Wealth Management
Texas
$217K +$339 1 0.07% Increased
1093
RP
Regal Partners
Australia
$217K +$88.8K 1 0.02% New
1094
SIM
Sentry Investment Management
Wisconsin
$217K -$75.3K 1 0.14% Reduced
1095
CC
Citrine Capital
California
$216K -$16.6K 1 0.1% Reduced
1096
GFG
GR Financial Group
Arizona
$214K +$215K 1 0.05% New
1097
IW
Instrumental Wealth
Florida
$213K +$22.4K 1 0.15% Increased
1098
FWP
FAS Wealth Partners
Kansas
$212K +$339 1 0.01% Increased
1099
BFWA
Benchmark Financial Wealth Advisors
Florida
$209K +$6.44K 1 0.06% Increased
1100
FFG
Frisch Financial Group
New York
$209K $0 1 0.05% Maintained