← 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
MRCM
M&R Capital Management
New Jersey
$1.62K $0 1 0% Maintained
577
TFM
TFC Financial Management
Massachusetts
$1.55K $0 1 0% Maintained
578
MIM
Macroview Investment Management
Maryland
$1.49K $0 1 0% Maintained
579
IFAM
Institutional & Family Asset Management
Colorado
$1.42K $0 1 0% Maintained
580
PMFA
Plante Moran Financial Advisors
Michigan
$1.42K $0 1 0% Maintained
581
QPBE
Quintet Private Bank (Europe)
Luxembourg
$1.35K +$1.2K 1 0% New
582
SSB
Sandy Spring Bank
Maryland
$1.35K $0 1 0% Maintained
583
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$1.35K $0 1 0% Maintained
584
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$1.35K +$1.2K 1 0% New
585
CFGS
Concourse Financial Group Securities
Alabama
$1.35K $0 1 0% Maintained
586
TIM
Tortoise Investment Management
New York
$1.35K $0 1 0% Maintained
587
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.28K $0 1 0% Maintained
588
PWMG
Prestige Wealth Management Group
New Jersey
$1.28K +$599 1 0% Increased
589
LF
Lee Financial
Texas
$1.22K $0 1 0% Maintained
590
Allspring Global Investments
Allspring Global Investments
North Carolina
$1.15K +$1.02K 1 0% New
591
SWA
Sutton Wealth Advisors
Florida
$1.08K +$958 1 0% New
592
BWM
Baystate Wealth Management
Massachusetts
$1.01K $0 1 0% Maintained
593
BFA
BBJS Financial Advisors
Washington
$1.01K $0 1 0% Maintained
594
Central Trust Company
Central Trust Company
Missouri
$1.01K -$8.8K 1 0% Reduced
595
KTC
Kistler-Tiffany Companies
Pennsylvania
$1.01K -$5.03K 1 0% Reduced
596
RCM
Raleigh Capital Management
North Carolina
$1.01K $0 1 0% Maintained
597
ADL
Asset Dedication LLC
California
$1K $0 1 0% Maintained
598
Bartlett & Co
Bartlett & Co
Ohio
$1K $0 1 0% Maintained
599
CA
Centerpoint Advisors
Massachusetts
$1K $0 1 0% Maintained
600
EWM
Endurance Wealth Management
Rhode Island
$1K $0 1 0% Maintained