← 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
526
Arax Advisory Partners
Arax Advisory Partners
Colorado
$6K +$12.1K 1 0% New
527
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K +$952 1 0% Increased
528
FRA
Front Row Advisors
California
$6K +$761 1 0% Increased
529
Gradient Investments
Gradient Investments
Minnesota
$6K +$1.33K 1 0% Increased
530
JWM
Janiczek Wealth Management
Colorado
$6K -$952 1 0% Reduced
531
KIG
Kessler Investment Group
Indiana
$6K $0 1 0.01% Maintained
532
PCG
Private Capital Group
Connecticut
$6K -$20.7K 1 0% Reduced
533
WAP
Wealthcare Advisory Partners
Pennsylvania
$6K +$6.44K 1 0% New
534
ED
Exane Derivatives
France
$5.55K +$11.2K 1 0% New
535
HWMA
Heritage Wealth Management (Arizona)
Arizona
$5.08K +$5.52K 1 0% Increased
536
BHWM
Beaird Harris Wealth Management
Texas
$5K +$666 1 0% Increased
537
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$5K -$115K 1 0% Reduced
538
EC
Elequin Capital
New York
$5K -$761 1 0% Reduced
539
HI
Hoey Investments
Pennsylvania
$5K +$10.9K 1 0% New
540
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$5K $0 1 0% Maintained
541
KTC
Kistler-Tiffany Companies
Pennsylvania
$5K $0 1 0% Maintained
542
LF
Lee Financial
Texas
$5K $0 1 0% Maintained
543
MAWCM
Mine & Arao Wealth Creation & Management
California
$5K $0 1 0% Maintained
544
MCC
Money Concepts Capital
Florida
$5K -$38.1K 1 0% Reduced
545
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$41K 1 0% Reduced
546
PFSC
Peoples Financial Services Corp
Pennsylvania
$5K $0 1 0% Maintained
547
RA
Rise Advisors
New York
$5K +$8.95K 1 0.01% Increased
548
SouthState Corp
SouthState Corp
Florida
$5K $0 1 0% Maintained
549
BDWM
Brewin Dolphin Wealth Management
Ireland
$4K -$5.71K 1 0% Reduced
550
CB
CNB Bank
Pennsylvania
$4K +$7.52K 1 0% New