← 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
601
PFSC
Peoples Financial Services Corp
Pennsylvania
$23K $0 1 0.01% Maintained
602
IFAM
Institutional & Family Asset Management
Colorado
$22K +$19K 1 0% Increased
603
SOW
State of Wyoming
Wyoming
$21K +$22.6K 1 0.01% New
604
LF
Lee Financial
Texas
$19K +$5.91K 1 0% Increased
605
FWM
Focused Wealth Management
New York
$18K -$17.2K 1 0% Reduced
606
HWMA
Heritage Wealth Management (Arizona)
Arizona
$18K $0 1 0.01% Maintained
607
RCA
Ranch Capital Advisors
Florida
$18K +$19.7K 1 0.01% New
608
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$17K $0 1 0.01% Maintained
609
SN
Sittner & Nelson
Oregon
$17K +$18.5K 1 0.01% New
610
KFS
Kelly Financial Services
Massachusetts
$16.6K $0 1 0.01% Maintained
611
COCM
Charter Oak Capital Management
New Hampshire
$16K -$492 1 0% Reduced
612
HFM
Hartford Financial Management
Connecticut
$16K +$9.85K 1 0% Increased
613
PCA
Providence Capital Advisors
North Carolina
$15K $0 1 0% Maintained
614
RMC
Resources Management Corp
Connecticut
$15K $0 1 0% Maintained
615
TIM
Tortoise Investment Management
New York
$14K $0 1 0% Maintained
616
BDWM
Brewin Dolphin Wealth Management
Ireland
$13.6K +$14.8K 1 0% New
617
CHA
Carmichael Hill & Associates
Maryland
$13K -$24.6K 1 0.01% Reduced
618
HWA
HHM Wealth Advisors
Tennessee
$12K $0 1 0% Maintained
619
VNA
Valley National Advisers
Pennsylvania
$12K +$10.3K 1 0% Increased
620
ADL
Asset Dedication LLC
California
$11K $0 1 0% Maintained
621
EBA
Eagle Bay Advisors
New York
$11K +$4.92K 1 0.01% Increased
622
KTC
Kistler-Tiffany Companies
Pennsylvania
$11K $0 1 0% Maintained
623
LWM
Liberty Wealth Management
California
$11K $0 1 0% Maintained
624
ME
McIlrath & Eck
Washington
$11K -$246 1 0% Reduced
625
MAWCM
Mine & Arao Wealth Creation & Management
California
$11K -$24.6K 1 0.01% Reduced