← 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	BWM Baystate Wealth Management Boston, Massachusetts	$1K	$0	1	0%	Maintained
527	CA Centerpoint Advisors Needham, Massachusetts	$1K	$0	1	0%	Maintained
528	EWM Endurance Wealth Management Providence, Rhode Island	$1K	$0	1	0%	Maintained
529	EAM Eukles Asset Management Cincinnati, Ohio	$1K	$0	1	0%	Maintained
530	IHWM Iron Horse Wealth Management Johston, Iowa	$1K	+$843	1	0%	New
531	Jones Financial Companies Des Peres, Missouri	$1K	+$1.53K	1	0%	New
532	Lazard Asset Management New York	$1K	+$356	2	0%	Increased
533	Simplex Trading Chicago, Illinois	$1K	$0	1	0%	Maintained
534	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	+$105	1	0%	Increased
535	UIA Ulland Investment Advisors Minneapolis, Minnesota	$1K	-$1.84K	1	0%	Reduced
536	Bogart Wealth LLC Mclean, Virginia	$885	-$10.4K	1	0%	Reduced
537	CMANY Capital Management Associates (New York) New York	$885	+$1.32K	1	0%	New
538	OCM Orion Capital Management Coronado, California	$885	$0	1	0%	Maintained
539	TWD True Wealth Design Akron, Ohio	$885	+$1.32K	1	0%	New
540	TCM TD Capital Management Memphis, Tennessee	$871	$0	1	0%	Maintained
541	TAM Tucker Asset Management Littleton, Colorado	$870	-$369	1	0%	Reduced
542	IAS IMA Advisory Services Denver, Colorado	$849	-$422	1	0%	Reduced
543	MRCM M&R Capital Management Summit, New Jersey	$849	-$158	1	0%	Reduced
544	TFM TFC Financial Management Boston, Massachusetts	$814	$0	1	0%	Maintained
545	MIM Macroview Investment Management Bethesda, Maryland	$779	$0	1	0%	Maintained
546	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$743	$0	1	0%	Maintained
547	PMFA Plante Moran Financial Advisors Southfield, Michigan	$743	$0	1	0%	Maintained
548	Bartlett & Co Wealth Management Cincinnati, Ohio	$708	-$369	1	0%	Reduced
549	SSB Sandy Spring Bank Olney, Maryland	$708	+$105	1	0%	Increased
550	TIM Tortoise Investment Management White Plains, New York	$708	$0	1	0%	Maintained