← 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
MCC
Money Concepts Capital
Florida
$7K $0 1 0% Maintained
527
NSIM
North Star Investment Management
Illinois
$7K -$4.19K 1 0% Reduced
528
VNA
Valley National Advisers
Pennsylvania
$7K +$2.79K 1 0% Increased
529
ZB
Zions Bancorporation
Utah
$7K +$5.72K 1 0% Increased
530
BIA
Bell Investment Advisors
California
$6K +$3.14K 1 0% Increased
531
CFGS
Concourse Financial Group Securities
Alabama
$6K -$3.49K 1 0% Reduced
532
FWM
Focused Wealth Management
New York
$6K $0 1 0% Maintained
533
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$6K $0 1 0% Maintained
534
KTC
Kistler-Tiffany Companies
Pennsylvania
$6K $0 1 0% Maintained
535
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K -$3.49K 1 0% Reduced
536
MAWCM
Mine & Arao Wealth Creation & Management
California
$6K $0 1 0% Maintained
537
PFSC
Peoples Financial Services Corp
Pennsylvania
$6K $0 1 0% Maintained
538
CB
CNB Bank
Pennsylvania
$5K $0 1 0% Maintained
539
EBA
Eagle Bay Advisors
New York
$5K $0 1 0% Maintained
540
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$5K +$1.89K 1 0% Increased
541
NIC
Northwest Investment Counselors
Oregon
$5K $0 1 0% Maintained
542
PHK
Point72 Hong Kong
Hong Kong
$5K -$31.4K 1 0% Reduced
543
PCA
Providence Capital Advisors
North Carolina
$5K +$349 1 0% Increased
544
SN
Sittner & Nelson
Oregon
$5K $0 1 0% Maintained
545
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$5K +$7.2K 1 0% New
546
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$5K $0 1 0% Maintained
547
WAP
Wealthcare Advisory Partners
Pennsylvania
$5K $0 1 0% Maintained
548
WWM
Wolff Wiese Magana
California
$5K -$24.2K 1 0% Reduced
549
HWP
Highline Wealth Partners
California
$4.51K +$4.89K 1 0% New
550
SG
StoneX Group
New York
$4.35K +$789 1 0% Increased