← 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
476
Blue Trust Inc
Blue Trust Inc
Georgia
$15K -$212K 1 0% Reduced
477
GTAM
Global Trust Asset Management
Florida
$14.6K $0 1 0.01% Maintained
478
WP
WealthPLAN Partners
Nebraska
$14.5K +$12.9K 1 0% New
479
VNA
Valley National Advisers
Pennsylvania
$14K $0 1 0% Maintained
480
PCTC
Perkins Coie Trust Company
Washington
$13.5K +$12K 1 0% New
481
PTC
Private Trust Company
Ohio
$13.2K +$11.7K 1 0% New
482
VWM
Venturi Wealth Management
Texas
$13.2K +$11.7K 1 0% New
483
BWP
Baldwin Wealth Partners
Massachusetts
$12.6K $0 1 0% Maintained
484
AIC
Archer Investment Corporation
Indiana
$12.3K $0 1 0% Maintained
485
Avior Wealth Management
Avior Wealth Management
Nebraska
$12.2K -$419 1 0% Reduced
486
C
Covestor
United Kingdom
$12K -$42.2K 1 0.01% Reduced
487
CWM
CarsonAllaria Wealth Management
Illinois
$11.8K $0 1 0.01% Maintained
488
FMP
Financial Management Professionals
Texas
$11K $0 1 0% Maintained
489
CMA
Cedar Mountain Advisors
Oregon
$10.3K $0 1 0% Maintained
490
CTA
Colonial Trust Advisors
South Carolina
$10.2K +$6.59K 1 0% Increased
491
SCM
Silvant Capital Management
Georgia
$10.1K -$240K 1 0% Reduced
492
SC
Steph & Co
Wisconsin
$10.1K $0 1 0.01% Maintained
493
CWP
Concord Wealth Partners
Virginia
$10K -$96.4K 1 0% Reduced
494
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$9.8K +$5.15K 1 0% Increased
495
PAI
Pittenger & Anderson Inc
Nebraska
$9.8K $0 1 0% Maintained
496
MCM
Manchester Capital Management
Vermont
$9.66K -$98.7K 1 0% Reduced
497
GIA
GHP Investment Advisors
Colorado
$9.53K $0 1 0% Maintained
498
GWSA
Global Wealth Strategies & Associates
Colorado
$9.26K $0 1 0% Maintained
499
CFD
Creative Financial Designs
Indiana
$9.12K -$898 1 0% Reduced
500
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$9.05K +$419 1 0% Increased