← 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
551	WWM Wolff Wiese Magana Carslbad, California	$2.77K	-$2.1K	1	0%	Reduced
552	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$2.77K	$0	1	0%	Maintained
553	CYG Clean Yield Group Norwich, Vermont	$2.7K	$0	1	0%	Maintained
554	HFM Hartford Financial Management Hartford, Connecticut	$2.7K	$0	1	0%	Maintained
555	ZB Zions Bancorporation Salt Lake City, Utah	$2.7K	-$299	1	0%	Reduced
556	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$2.37K	$0	1	0%	Maintained
557	IA IFS Advisors Overland Park, Kansas	$2.23K	$0	1	0.01%	Maintained
558	EWP Elevation Wealth Partners Santa Rosa, California	$2.16K	+$1.92K	1	0%	New
559	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$2.1K	$0	1	0%	Maintained
560	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.1K	$0	1	0%	Maintained
561	SC Slow Capital Greenbrae, California	$2.03K	+$1.8K	1	0%	New
562	BAM Bellevue Asset Management Bellevue, Washington	$2.03K	-$299	1	0%	Reduced
563	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2.03K	$0	1	0%	Maintained
564	OA Operose Advisors Milwaukee, Wisconsin	$2.03K	-$1.92K	1	0%	Reduced
565	Lazard Asset Management New York	$2K	-$620	2	0%	Reduced
566	UIA Ulland Investment Advisors Minneapolis, Minnesota	$2K	$0	1	0%	Maintained
567	IRC Investors Research Corp Atlanta, Georgia	$1.96K	-$24	1	0%	Reduced
568	CMANY Capital Management Associates (New York) New York	$1.69K	$0	1	0%	Maintained
569	TWD True Wealth Design Akron, Ohio	$1.69K	$0	1	0%	Maintained
570	Bogart Wealth LLC Mclean, Virginia	$1.69K	$0	1	0%	Maintained
571	EAM Eukles Asset Management Cincinnati, Ohio	$1.69K	$0	1	0%	Maintained
572	OCM Orion Capital Management Coronado, California	$1.69K	$0	1	0%	Maintained
573	TAM Tucker Asset Management Littleton, Colorado	$1.69K	$0	1	0%	Maintained
574	TCM TD Capital Management Memphis, Tennessee	$1.66K	$0	1	0%	Maintained
575	IAS IMA Advisory Services Denver, Colorado	$1.62K	$0	1	0%	Maintained