← 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
CFD
Creative Financial Designs
Indiana
$9.66K $0 1 0% Maintained
502
Huntington National Bank
Huntington National Bank
Ohio
$9.44K -$8.65K 1 0% Reduced
503
MCM
Manchester Capital Management
Vermont
$9.09K -$954 1 0% Reduced
504
AFG
Albion Financial Group
Utah
$9.02K $0 1 0% Maintained
505
Blue Trust Inc
Blue Trust Inc
Georgia
$9K -$17.7K 1 0% Reduced
506
BWA
BDO Wealth Advisors
Florida
$8.94K $0 1 0% Maintained
507
SWM
Sugarloaf Wealth Management
Georgia
$8.66K $0 1 0% Maintained
508
Arax Advisory Partners
Arax Advisory Partners
Colorado
$8.01K $0 1 0% Maintained
509
FCAG
First Capital Advisors Group
New Jersey
$7.94K +$6.62K 1 0% New
510
AIM
Arcadia Investment Management
Michigan
$7.87K $0 1 0% Maintained
511
FWM
Focused Wealth Management
New York
$7.73K +$895 1 0% Increased
512
SWM
Sanctuary Wealth Management
Idaho
$7.51K +$6.26K 1 0.01% New
513
BIA
Bell Investment Advisors
California
$7.23K -$477 1 0% Reduced
514
CTA
Colonial Trust Advisors
South Carolina
$7.23K -$2.98K 1 0% Reduced
515
SouthState Corp
SouthState Corp
Florida
$7.23K $0 1 0% Maintained
516
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.16K $0 1 0% Maintained
517
KHC
Koesten Hirschmann & Crabtree
Kansas
$7.16K $0 1 0.01% Maintained
518
MAWCM
Mine & Arao Wealth Creation & Management
California
$7.16K $0 1 0% Maintained
519
RDFA
Ritter Daniher Financial Advisory
Ohio
$7.16K $0 1 0% Maintained
520
PFSC
Peoples Financial Services Corp
Pennsylvania
$7.15K $0 1 0% Maintained
521
SS
Sunbelt Securities
Texas
$7.08K $0 1 0% Maintained
522
Montag & Associates
Montag & Associates
Georgia
$6.51K +$4.77K 1 0% Increased
523
JWM
Janiczek Wealth Management
Colorado
$5.51K $0 1 0% Maintained
524
RCM
Raleigh Capital Management
North Carolina
$5.51K +$3.7K 1 0% Increased
525
SWA
Sutton Wealth Advisors
Florida
$5.44K +$3.58K 1 0% Increased