← 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
Montag & Associates
Montag & Associates
Georgia
$8.71K +$2.11K 1 0% Increased
502
Arax Advisory Partners
Arax Advisory Partners
Colorado
$8.41K $0 1 0% Maintained
503
AIM
Arcadia Investment Management
Michigan
$8.26K $0 1 0% Maintained
504
FWM
Focused Wealth Management
New York
$8.11K $0 1 0% Maintained
505
RDFA
Ritter Daniher Financial Advisory
Ohio
$8.03K +$590 1 0% Increased
506
BIA
Bell Investment Advisors
California
$7.96K +$421 1 0% Increased
507
SWM
Sanctuary Wealth Management
Idaho
$7.88K $0 1 0.01% Maintained
508
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$7.51K $0 1 0% Maintained
509
KHC
Koesten Hirschmann & Crabtree
Kansas
$7.51K $0 1 0.01% Maintained
510
MAWCM
Mine & Arao Wealth Creation & Management
California
$7.51K $0 1 0% Maintained
511
PFSC
Peoples Financial Services Corp
Pennsylvania
$7.51K $0 1 0% Maintained
512
SS
Sunbelt Securities
Texas
$7.43K $0 1 0% Maintained
513
GBT
Grove Bank & Trust
Florida
$7.21K +$8.09K 1 0% New
514
VF
VitalStone Financial
Texas
$7K $0 1 0.01% Maintained
515
Baker Avenue Asset Management
Baker Avenue Asset Management
California
$6.91K -$8.85K 1 0% Reduced
516
HWP
Highline Wealth Partners
California
$6.61K +$1.52K 1 0% Increased
517
SouthState Corp
SouthState Corp
Florida
$6.08K -$1.69K 1 0% Reduced
518
HCM
Highlander Capital Management
New Jersey
$6K +$6.41K 1 0% New
519
RCM
Raleigh Capital Management
North Carolina
$5.78K $0 1 0% Maintained
520
SIS
Sound Income Strategies
Florida
$5.71K +$253 1 0% Increased
521
SWA
Sutton Wealth Advisors
Florida
$5.71K $0 1 0% Maintained
522
SN
Sittner & Nelson
Oregon
$5.63K $0 1 0% Maintained
523
ZB
Zions Bancorporation
Utah
$5.63K $0 1 0% Maintained
524
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$5.56K +$5.31K 1 0% Increased
525
EWP
Elevation Wealth Partners
California
$5.41K +$3.37K 1 0% Increased