← 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
CAL
Capital Advisors Ltd
Ohio
$1K +$559 1 0% New
602
CA
Centerpoint Advisors
Massachusetts
$1K $0 1 0% Maintained
603
EC
EdgeRock Capital
Colorado
$1K +$698 1 0% New
604
EWM
Endurance Wealth Management
Rhode Island
$1K $0 1 0% Maintained
605
IFAM
Institutional & Family Asset Management
Colorado
$1K $0 1 0% Maintained
606
JFA
JNBA Financial Advisors
Minnesota
$1K +$698 1 0% New
607
JMF
Johnson Midwest Financial
Iowa
$1K $0 1 0% Maintained
608
LF
Lee Financial
Texas
$1K -$5.38K 1 0% Reduced
609
MIM
Macroview Investment Management
Maryland
$1K $0 1 0% Maintained
610
MRCM
M&R Capital Management
New Jersey
$1K $0 1 0% Maintained
611
MCM
MV Capital Management
Maryland
$1K $0 1 0% Maintained
612
NWM
Navigation Wealth Management
Colorado
$1K $0 1 0.11% Maintained
613
ODG
O'Dell Group
Ohio
$1K $0 1 0% Maintained
614
PMFA
Plante Moran Financial Advisors
Michigan
$1K $0 1 0% Maintained
615
PWMG
Prestige Wealth Management Group
New Jersey
$1K $0 1 0% Maintained
616
RCM
Raleigh Capital Management
North Carolina
$1K $0 1 0% Maintained
617
RG
Retirement Group
California
$1K -$1.61K 1 0% Reduced
618
RA
Rise Advisors
New York
$1K -$5.93K 1 0% Reduced
619
RF
Robbins Farley
New Hampshire
$1K -$260K 1 0% Reduced
620
RBC
Roble Belko & Company
Pennsylvania
$1K $0 1 0% Maintained
621
SSB
Sandy Spring Bank
Maryland
$1K -$1.54K 1 0% Reduced
622
TFM
TFC Financial Management
Massachusetts
$1K -$1.75K 1 0% Reduced
623
TIM
Tortoise Investment Management
New York
$1K $0 1 0% Maintained
624
TFA
Transamerica Financial Advisors
Florida
$1K $0 1 0% Maintained
625
VCM
Versant Capital Management
Arizona
$1K -$349 1 0% Reduced