← 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
501
GFWA
Grey Fox Wealth Advisors
Delaware
$1.77K +$2.63K 1 0% New
502
OIA
Optimum Investment Advisors
Illinois
$1.77K $0 1 0% Maintained
503
PS
PayPay Securities
Japan
$1.73K +$2.58K 1 0.12% New
504
CSPIA
Cary Street Partners Investment Advisory
Virginia
$1.63K +$2.42K 1 0% New
505
ZB
Zions Bancorporation
Utah
$1.59K -$3.64K 1 0% Reduced
506
CB
CNB Bank
Pennsylvania
$1.56K -$1.84K 1 0% Reduced
507
CA
Corrado Advisors
New Jersey
$1.56K +$2.32K 1 0% New
508
CMBA
C.M. Bidwell & Associates
Hawaii
$1.45K +$2.16K 1 0% New
509
CTA
Colonial Trust Advisors
South Carolina
$1.45K +$2.16K 1 0% New
510
CYG
Clean Yield Group
Vermont
$1.42K $0 1 0% Maintained
511
HFM
Hartford Financial Management
Connecticut
$1.42K $0 1 0% Maintained
512
CPG
Cornerstone Planning Group
New Jersey
$1.33K +$1.42K 1 0% New
513
RA
Rise Advisors
New York
$1.31K +$1.16K 1 0% Increased
514
QC
Quent Capital
New York
$1.27K +$1.69K 1 0% Increased
515
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.24K $0 1 0% Maintained
516
MS
Madden Securities
Texas
$1.24K +$1.84K 1 0% New
517
BAM
Bellevue Asset Management
Washington
$1.2K $0 1 0% Maintained
518
IA
IFS Advisors
Kansas
$1.17K $0 1 0% Maintained
519
CSWM
Cassady Schiller Wealth Management
Ohio
$1.1K +$1.63K 1 0% New
520
CWAF
Core Wealth Advisors (Florida)
Florida
$1.1K $0 1 0% Maintained
521
SCA
Stonebridge Capital Advisors
Minnesota
$1.1K $0 1 0% Maintained
522
HGWM
Harvest Group Wealth Management
Massachusetts
$1.06K $0 1 0% Maintained
523
MFG
Mendota Financial Group
Wisconsin
$1.06K +$1.58K 1 0% New
524
IRC
Investors Research Corp
Georgia
$1.05K $0 2 0% Maintained
525
Bartlett & Co
Bartlett & Co
Ohio
$1K -$369 1 0% Reduced