← 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
BWM
BerganKDV Wealth Management
Minnesota
$2K +$349 1 0% Increased
577
CP
Castleview Partners
Texas
$2K -$166K 1 0% Reduced
578
CWM
Castle Wealth Management
Florida
$2K $0 1 0% Maintained
579
CWAF
Core Wealth Advisors (Florida)
Florida
$2K $0 1 0% Maintained
580
EAM
Eukles Asset Management
Ohio
$2K $0 1 0% Maintained
581
HGWM
Harvest Group Wealth Management
Massachusetts
$2K $0 1 0% Maintained
582
IA
IFS Advisors
Kansas
$2K $0 1 0% Maintained
583
IAS
IMA Advisory Services
Colorado
$2K $0 1 0% Maintained
584
IRC
Investors Research Corp
Georgia
$2K $0 2 0% Maintained
585
Lazard Asset Management
Lazard Asset Management
New York
$2K -$17.6K 2 0% Reduced
586
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K $0 1 0% Maintained
587
LWA
Lowe Wealth Advisors
Maryland
$2K $0 1 0% Maintained
588
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.89K 1 0% Increased
589
OCM
Orion Capital Management
California
$2K $0 1 0% Maintained
590
Simplex Trading
Simplex Trading
Illinois
$2K $0 1 0% Maintained
591
SouthState Corp
SouthState Corp
Florida
$2K -$5.24K 1 0% Reduced
592
SWM
Stapp Wealth Management
Washington
$2K +$1.89K 1 0.01% New
593
SCA
Stonebridge Capital Advisors
Minnesota
$2K +$1.75K 1 0% Increased
594
TCM
TD Capital Management
Tennessee
$2K +$1.75K 1 0% New
595
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$1.74K $0 1 0% Maintained
596
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.17K +$1.93K 1 0% New
597
SWA
Sutton Wealth Advisors
Florida
$1.16K $0 1 0% Maintained
598
ADL
Asset Dedication LLC
California
$1K $0 1 0% Maintained
599
BWM
Baystate Wealth Management
Massachusetts
$1K $0 1 0% Maintained
600
BCH
Berkshire Capital Holdings
California
$1K $0 1 0% Maintained