← 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
IRC
Investors Research Corp
Georgia
$2.08K $0 1 0% Maintained
577
KFI
Key Financial Inc
Pennsylvania
$2K +$1.67K 1 0% New
578
EWM
Endurance Wealth Management
Rhode Island
$2K $0 1 0% Maintained
579
Simplex Trading
Simplex Trading
Illinois
$2K -$15.7K 1 0% Reduced
580
CPG
Cornerstone Planning Group
New Jersey
$1.93K +$1.61K 1 0% New
581
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$1.79K $0 1 0% Maintained
582
EAM
Eukles Asset Management
Ohio
$1.79K $0 1 0% Maintained
583
TD Private Client Wealth
TD Private Client Wealth
New York
$1.79K +$1.49K 1 0% New
584
TCM
TD Capital Management
Tennessee
$1.76K $0 1 0% Maintained
585
IAS
IMA Advisory Services
Colorado
$1.72K $0 1 0% Maintained
586
TFM
TFC Financial Management
Massachusetts
$1.65K $0 1 0% Maintained
587
CFO
CVA Family Office
Colorado
$1.54K +$1.42K 2 0% New
588
IFAM
Institutional & Family Asset Management
Colorado
$1.5K $0 1 0% Maintained
589
PMFA
Plante Moran Financial Advisors
Michigan
$1.5K $0 1 0% Maintained
590
SSB
Sandy Spring Bank
Maryland
$1.43K $0 1 0% Maintained
591
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$1.43K $0 1 0% Maintained
592
CFGS
Concourse Financial Group Securities
Alabama
$1.43K $0 1 0% Maintained
593
GWMIA
Global Wealth Management Investment Advisory
Florida
$1.43K +$1.19K 1 0% New
594
TIM
Tortoise Investment Management
New York
$1.43K $0 1 0% Maintained
595
Washington Trust
Washington Trust
Rhode Island
$1.43K -$44.7K 1 0% Reduced
596
QPBE
Quintet Private Bank (Europe)
Luxembourg
$1.43K -$119 1 0% Reduced
597
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.36K $0 1 0% Maintained
598
PWMG
Prestige Wealth Management Group
New Jersey
$1.36K $0 1 0% Maintained
599
Ancora Advisors
Ancora Advisors
Ohio
$1.29K -$1.91K 1 0% Reduced
600
LF
Lee Financial
Texas
$1.29K $0 1 0% Maintained