← 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
RBC
Roble Belko & Company
Pennsylvania
$1K +$299 1 0% Increased
602
TFA
Transamerica Financial Advisors
Florida
$1K -$120 1 0% Reduced
603
ME
McIlrath & Eck
Washington
$878 $0 1 0% Maintained
604
BWM
BerganKDV Wealth Management
Minnesota
$811 -$2.81K 1 0% Reduced
605
HI
Hoey Investments
Pennsylvania
$811 -$6.17K 1 0% Reduced
606
MCM
MV Capital Management
Maryland
$811 $0 1 0% Maintained
607
Montag & Associates
Montag & Associates
Georgia
$744 +$299 1 0% Increased
608
TC
Truvestments Capital
Florida
$743 -$4.49K 1 0% Reduced
609
YAL
Your Advocates Ltd
Texas
$705 $0 1 0% Maintained
610
BCH
Berkshire Capital Holdings
California
$676 $0 1 0% Maintained
611
JMF
Johnson Midwest Financial
Iowa
$676 $0 1 0% Maintained
612
PFG
Piershale Financial Group
Illinois
$676 +$599 1 0% New
613
VCM
Versant Capital Management
Arizona
$676 $0 1 0% Maintained
614
BA
Bellwether Advisors
Nebraska
$675 $0 1 0% Maintained
615
ANBT
American National Bank & Trust
Texas
$541 +$479 1 0% New
616
TF
TimeScale Financial
Massachusetts
$473 -$3.41K 1 0% Reduced
617
FCA
Fortis Capital Advisors
Kansas
$405 $0 1 0% Maintained
618
NC
NewSquare Capital
Pennsylvania
$405 $0 1 0% Maintained
619
RFA
Register Financial Advisors
Georgia
$405 $0 1 0% Maintained
620
First Command Advisory Services
First Command Advisory Services
Texas
$338 +$299 1 0% New
621
GGI
Godsey & Gibb Inc
Virginia
$338 +$299 1 0% New
622
BLC
Brown, Lisle/Cummings
Rhode Island
$203 $0 1 0% Maintained
623
ECM
Estabrook Capital Management
New York
$203 $0 1 0% Maintained
624
JWA
JFS Wealth Advisors
Pennsylvania
$203 $0 1 0% Maintained
625
TCPG
Trivant Custom Portfolio Group
California
$203 +$180 1 0% New