← 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
576
EverSource Wealth Advisors
EverSource Wealth Advisors
Alabama
$2K +$4.28K 1 0% New
577
FCG
Financial Connections Group
California
$2K +$1.9K 1 0% Increased
578
FCB
First Command Bank
Texas
$2K $0 1 0% Maintained
579
FCFS
First Command Financial Services
Texas
$2K $0 1 0% Maintained
580
HFM
Hartford Financial Management
Connecticut
$2K -$2.85K 1 0% Reduced
581
HGWM
Harvest Group Wealth Management
Massachusetts
$2K +$2.19K 1 0% Increased
582
IAS
IMA Advisory Services
Colorado
$2K -$204K 1 0% Reduced
583
LPWM
Lake Point Wealth Management
Texas
$2K +$1.43K 1 0% Increased
584
LSA
Lansing Street Advisors
Pennsylvania
$2K +$3.33K 1 0% New
585
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K $0 1 0% Maintained
586
ME
McIlrath & Eck
Washington
$2K $0 1 0% Maintained
587
MFC
Mechanics Financial Corp
Ohio
$2K +$4.76K 1 0% New
588
OIA
Optimum Investment Advisors
Illinois
$2K -$1K 1 0% Reduced
589
RG
Retirement Group
California
$2K +$381 1 0% Increased
590
SSB
Sandy Spring Bank
Maryland
$2K +$3.81K 1 0% New
591
TFM
TFC Financial Management
Massachusetts
$2K $0 1 0% Maintained
592
ZB
Zions Bancorporation
Utah
$2K +$1.14K 1 0% Increased
593
TAM
Tucker Asset Management
Colorado
$1.5K +$2.38K 1 0% Increased
594
QPBE
Quintet Private Bank (Europe)
Luxembourg
$1.43K +$1.71K 1 0% New
595
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$1.27K $0 1 0% Maintained
596
ADL
Asset Dedication LLC
California
$1K +$571 1 0% Increased
597
Bartlett & Co
Bartlett & Co
Ohio
$1K $0 1 0% Maintained
598
BWM
Baystate Wealth Management
Massachusetts
$1K $0 1 0% Maintained
599
BWM
BerganKDV Wealth Management
Minnesota
$1K $0 1 0% Maintained
600
BCH
Berkshire Capital Holdings
California
$1K -$3.82M 1 0% Reduced