← 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
GTAM
Global Trust Asset Management
Florida
$15.5K $0 1 0.01% Maintained
477
CWP
Concord Wealth Partners
Virginia
$14.9K +$3.58K 1 0% Increased
478
GWS
Glassman Wealth Services
Virginia
$14.7K -$3.46K 1 0% Reduced
479
VWM
Venturi Wealth Management
Texas
$14.5K +$418 1 0% Increased
480
IAIM
International Assets Investment Management
Florida
$14.5K +$1.68K 1 0% Increased
481
CMA
Cedar Mountain Advisors
Oregon
$14.5K +$2.98K 1 0% Increased
482
KCFA
Key Client Fiduciary Advisors
New Jersey
$14.3K +$11.9K 1 0.01% New
483
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$14.1K +$5.67K 1 0% Increased
484
PTC
Private Trust Company
Ohio
$14K $0 1 0% Maintained
485
Engineers Gate Manager
Engineers Gate Manager
New York
$13.6K -$4.02M 1 0% Reduced
486
BWP
Baldwin Wealth Partners
Massachusetts
$13.4K $0 1 0% Maintained
487
TFP
Tilia Fiduciary Partners
North Carolina
$13.3K -$12.5K 1 0.01% Reduced
488
AIC
Archer Investment Corporation
Indiana
$13K $0 1 0% Maintained
489
C
Covestor
United Kingdom
$13K -$60 1 0.01% Reduced
490
TAM
Tucker Asset Management
Colorado
$13K +$9.3K 1 0% Increased
491
Avior Wealth Management
Avior Wealth Management
Nebraska
$12.9K $0 1 0% Maintained
492
CWM
CarsonAllaria Wealth Management
Illinois
$12.7K +$119 1 0.01% Increased
493
GIA
GHP Investment Advisors
Colorado
$11.4K $0 1 0% Maintained
494
FMP
Financial Management Professionals
Texas
$11K $0 1 0% Maintained
495
HF
Halpern Financial
Virginia
$10.7K -$5.96K 1 0% Reduced
496
SCM
Silvant Capital Management
Georgia
$10.7K $0 1 0% Maintained
497
SC
Steph & Co
Wisconsin
$10.7K $0 1 0.01% Maintained
498
HIA
Harbor Investment Advisory
Maryland
$10.5K -$4.47K 1 0% Reduced
499
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$10.4K $0 1 0% Maintained
500
GWSA
Global Wealth Strategies & Associates
Colorado
$9.8K $0 1 0% Maintained