← 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
HFM
Hartford Financial Management
Connecticut
$3K $0 1 0% Maintained
552
BWM
Baystate Wealth Management
Massachusetts
$3K $0 1 0% Maintained
553
HCM
Hollencrest Capital Management
California
$2.78K -$843 1 0% Reduced
554
GJIA
Glass Jacobson Investment Advisors
Maryland
$2.63K -$2.95K 1 0% Reduced
555
IA
IFS Advisors
Kansas
$2.48K $0 1 0% Maintained
556
CWAF
Core Wealth Advisors (Florida)
Florida
$2.33K $0 1 0% Maintained
557
SCA
Stonebridge Capital Advisors
Minnesota
$2.33K $0 1 0% Maintained
558
MFG
Mendota Financial Group
Wisconsin
$2.25K $0 1 0% Maintained
559
DCBT
Dakota Community Bank & Trust
North Dakota
$2.25K $0 1 0.01% Maintained
560
OA
Operose Advisors
Wisconsin
$2.25K $0 1 0% Maintained
561
IRC
Investors Research Corp
Georgia
$2.18K $0 1 0% Maintained
562
KFI
Key Financial Inc
Pennsylvania
$2.1K $0 1 0% Maintained
563
CPG
Cornerstone Planning Group
New Jersey
$2.03K $0 1 0% Maintained
564
ADL
Asset Dedication LLC
California
$2K -$1.52K 1 0% Reduced
565
Bartlett & Co
Bartlett & Co
Ohio
$2K $0 1 0% Maintained
566
Close Asset Management
Close Asset Management
United Kingdom
$2K +$2.53K 1 0% New
567
NS
NBC Securities
Alabama
$2K +$3.03K 1 0% New
568
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$1.88K $0 1 0% Maintained
569
EAM
Eukles Asset Management
Ohio
$1.88K $0 1 0% Maintained
570
OCM
Orion Capital Management
California
$1.88K +$2.11K 1 0% New
571
IAS
IMA Advisory Services
Colorado
$1.8K $0 1 0% Maintained
572
JWA
JFS Wealth Advisors
Pennsylvania
$1.73K +$1.1K 1 0% Increased
573
TFM
TFC Financial Management
Massachusetts
$1.73K $0 1 0% Maintained
574
WWP
WR Wealth Planners
Missouri
$1.65K -$2.7K 1 0% Reduced
575
IFAM
Institutional & Family Asset Management
Colorado
$1.58K $0 1 0% Maintained