← 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
AFG
Albion Financial Group
Utah
$8.51K $0 1 0% Maintained
502
BWA
BDO Wealth Advisors
Florida
$8.45K $0 1 0% Maintained
503
SWM
Sugarloaf Wealth Management
Georgia
$8.18K -$41.8K 1 0% Reduced
504
Quadrant Capital Group
Quadrant Capital Group
Ohio
$7.77K +$2.81K 1 0% Increased
505
GWSG
GPS Wealth Strategies Group
Colorado
$7.7K +$6.83K 1 0% New
506
Arax Advisory Partners
Arax Advisory Partners
Colorado
$7.57K $0 1 0% Maintained
507
AIM
Arcadia Investment Management
Michigan
$7.43K +$6.59K 1 0% New
508
BIA
Bell Investment Advisors
California
$7.37K +$898 1 0% Increased
509
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$7.33K $0 1 0% Maintained
510
NSIM
North Star Investment Management
Illinois
$7.09K $0 1 0% Maintained
511
FRA
Front Row Advisors
California
$7K $0 1 0% Maintained
512
MM
Main Management
California
$7K +$5.99K 1 0% New
513
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$6.89K +$599 1 0% Increased
514
SouthState Corp
SouthState Corp
Florida
$6.83K $0 1 0% Maintained
515
BOK Financial
BOK Financial
Oklahoma
$6.76K +$5.99K 1 0% New
516
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$6.76K $0 1 0% Maintained
517
KHC
Koesten Hirschmann & Crabtree
Kansas
$6.76K $0 1 0.01% Maintained
518
MAWCM
Mine & Arao Wealth Creation & Management
California
$6.76K $0 1 0% Maintained
519
RDFA
Ritter Daniher Financial Advisory
Ohio
$6.76K $0 1 0% Maintained
520
PFSC
Peoples Financial Services Corp
Pennsylvania
$6.76K $0 1 0% Maintained
521
MFG
Mendota Financial Group
Wisconsin
$6.65K +$299 1 0.01% Increased
522
WIM
WealthPlan Investment Management
Nebraska
$6.62K +$5.87K 1 0% New
523
SS
Sunbelt Securities
Texas
$6.35K +$5.93K 1 0% New
524
FWM
Focused Wealth Management
New York
$6.28K +$419 1 0% Increased
525
CWA
Clearview Wealth Advisors
Oregon
$5.61K $0 1 0.01% Maintained