← 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
CWM
Castle Wealth Management
Florida
$1K +$2.76K 1 0% New
602
CA
Centerpoint Advisors
Massachusetts
$1K $0 1 0% Maintained
603
CWAF
Core Wealth Advisors (Florida)
Florida
$1K $0 1 0% Maintained
604
CCM
Cribstone Capital Management
Maine
$1K $0 1 0% Maintained
605
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$1K $0 1 0% Maintained
606
EWM
Endurance Wealth Management
Rhode Island
$1K $0 1 0% Maintained
607
EAM
Eukles Asset Management
Ohio
$1K +$2.38K 1 0% New
608
GWMIA
Global Wealth Management Investment Advisory
Florida
$1K -$6.95K 1 0% Reduced
609
IA
IFS Advisors
Kansas
$1K $0 1 0% Maintained
610
IFAM
Institutional & Family Asset Management
Colorado
$1K -$952 1 0% Reduced
611
IRC
Investors Research Corp
Georgia
$1K +$2.76K 2 0% Increased
612
IHWM
Iron Horse Wealth Management
Iowa
$1K +$1.52K 1 0% New
613
LWA
Lowe Wealth Advisors
Maryland
$1K $0 1 0% Maintained
614
MIM
Macroview Investment Management
Maryland
$1K $0 1 0% Maintained
615
MRCM
M&R Capital Management
New Jersey
$1K $0 1 0% Maintained
616
MCM
MV Capital Management
Maryland
$1K $0 1 0% Maintained
617
NWM
Navigation Wealth Management
Colorado
$1K $0 1 0.11% Maintained
618
ODG
O'Dell Group
Ohio
$1K $0 1 0% Maintained
619
OCM
Orion Capital Management
California
$1K $0 1 0% Maintained
620
PMFA
Plante Moran Financial Advisors
Michigan
$1K +$2K 1 0% New
621
RCM
Raleigh Capital Management
North Carolina
$1K $0 1 0% Maintained
622
Simplex Trading
Simplex Trading
Illinois
$1K $0 1 0% Maintained
623
SAM
Strategic Asset Management
Minnesota
$1K -$476 1 0% Reduced
624
TIM
Tevis Investment Management
Texas
$1K $0 1 0% Maintained
625
TIM
Tortoise Investment Management
New York
$1K $0 1 0% Maintained