← 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
1101
WFA
Wellspring Financial Advisors
Ohio
$209K +$13.6K 1 0.02% Increased
1102
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K -$78.3K 1 0.01% Reduced
1103
OL
OneFund LLC
Florida
$207K +$8.48K 1 0.13% Increased
1104
GWSG
GPS Wealth Strategies Group
Colorado
$206K +$32.2K 1 0.02% Increased
1105
RIS
Richmond Investment Services
Wisconsin
$205K +$10.5K 1 0.04% Increased
1106
VIP
Vista Investment Partners
Oklahoma
$205K $0 1 0.06% Maintained
1107
VFG
Victory Financial Group
Texas
$204K +$204K 1 0.03% New
1108
SWA
SFMG Wealth Advisors
Texas
$203K +$203K 1 0.01% New
1109
MWM
MGB Wealth Management
Texas
$202K +$203K 1 0.06% New
1110
NAS
NWF Advisory Services
California
$202K +$6.78K 1 0.02% Increased
1111
NRG
Nemes Rush Group
Michigan
$202K $0 1 0.02% Maintained
1112
SP
Sherman Porfolios
Idaho
$200K +$201K 1 0.07% New
1113
WIM
Westside Investment Management
California
$199K +$42.7K 1 0.03% Increased
1114
ITIM
Indiana Trust & Investment Management
Indiana
$199K +$42.4K 1 0.06% Increased
1115
HWA
HHM Wealth Advisors
Tennessee
$197K +$178K 1 0.02% Increased
1116
VWM
Venturi Wealth Management
Texas
$197K +$198K 1 0.01% New
1117
AT
Arlington Trust
Alabama
$195K $0 1 0.04% Maintained
1118
DJSG
D.J. St. Germain
Massachusetts
$195K +$181K 1 0.01% Increased
1119
OP
Oslo Pensjonsforsikring
$195K +$92.9K 1 0.03% Increased
1120
Carmignac Gestion
Carmignac Gestion
France
$189K +$190K 1 0% New
1121
SOAMC
Spirit of America Management Corp
New York
$186K +$33.9K 1 0.04% Increased
1122
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$185K +$186K 1 0% New
1123
SA
SRH Advisors
Kansas
$184K +$15.3K 1 0.05% Increased
1124
OWP
ORG Wealth Partners
Texas
$180K +$109K 2 0.04% Increased
1125
FFL
Financial Freedom LLC
Ohio
$178K -$45.1K 1 0.09% Reduced