← 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
1126
OAM
Ostrum Asset Management
France
$178K -$5.09K 1 0.01% Reduced
1127
FP
Financial Perspectives
Minnesota
$173K +$6.78K 1 0.05% Increased
1128
SC
Steph & Co
Wisconsin
$171K +$59.3K 1 0.05% Increased
1129
CFD
Creative Financial Designs
Indiana
$169K +$56.6K 1 0.01% Increased
1130
FG
Fairman Group
Pennsylvania
$169K $0 1 0.14% Maintained
1131
NS
NBC Securities
Alabama
$165K +$162K 1 0.01% Increased
1132
CWP
Concord Wealth Partners
Virginia
$160K -$21.7K 1 0.02% Reduced
1133
CFFP
Center for Financial Planning
Michigan
$157K -$102K 1 0.02% Reduced
1134
SA
Strategic Advocates
Utah
$156K +$156K 1 0.04% New
1135
JEST
JTC Employer Solutions Trustee
Jersey
$154K +$39.3K 1 0.01% Increased
1136
AW
Avion Wealth
Texas
$151K +$881 3 0.03% Increased
1137
HI
Hoey Investments
Pennsylvania
$141K +$34.4K 2 0.02% Increased
1138
PFBT
Parkside Financial Bank & Trust
Missouri
$137K +$2.03K 1 0.01% Increased
1139
VCM
Versant Capital Management
Arizona
$136K +$11.9K 1 0.02% Increased
1140
RWM
RMG Wealth Management
Wisconsin
$134K +$59.3K 1 0.02% Increased
1141
AAG
Armstrong Advisory Group
Massachusetts
$128K $0 1 0.01% Maintained
1142
HWM
Hemington Wealth Management
Virginia
$124K +$5.76K 1 0.02% Increased
1143
CH
Cromwell Holdings
Wyoming
$123K +$36.3K 1 0.07% Increased
1144
CJ
Caitlin John
Michigan
$123K +$124K 1 0.09% New
1145
SS
Sunbelt Securities
Texas
$121K -$149K 1 0.01% Reduced
1146
HCM
Hollencrest Capital Management
California
$121K -$355K 1 0% Reduced
1147
EPIMS
Evelyn Partners Investment Management Services
$120K +$100K 1 0.02% Increased
1148
M
MOTCO
Texas
$118K $0 1 0.01% Maintained
1149
Acadian Asset Management
Acadian Asset Management
Massachusetts
$118K +$21.7K 1 0% Increased
1150
SIC
SJS Investment Consulting
Ohio
$112K $0 1 0.02% Maintained