← 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	WIM WealthPlan Investment Management Omaha, Nebraska	$1.29K	-$4.77K	1	0%	Reduced
602	BFA BBJS Financial Advisors Seattle, Washington	$1.07K	$0	1	0%	Maintained
603	Central Trust Company Jefferson City, Missouri	$1.07K	$0	1	0%	Maintained
604	ODG O'Dell Group Cincinnati, Ohio	$1.07K	+$895	1	0%	New
605	Bartlett & Co Cincinnati, Ohio	$1K	$0	1	0%	Maintained
606	CA Centerpoint Advisors Needham, Massachusetts	$1K	$0	1	0%	Maintained
607	RBC Roble Belko & Company Sewickley, Pennsylvania	$1K	$0	1	0%	Maintained
608	CAS Coppell Advisory Solutions Coppell, Texas	$879	+$716	1	0%	New
609	BWM BerganKDV Wealth Management Bloomington, Minnesota	$859	$0	1	0%	Maintained
610	DSC Duncker Streett & Co St. Louis, Missouri	$859	+$716	1	0%	New
611	MCM MV Capital Management Bethesda, Maryland	$859	$0	1	0%	Maintained
612	Allianz Asset Management Munich, Germany	$806	-$896K	1	0%	Reduced
613	MassMutual Private Wealth & Trust Windsor, Connecticut	$787	+$656	1	0%	New
614	TC Truvestments Capital Sarasota, Florida	$787	$0	1	0%	Maintained
615	BCH Berkshire Capital Holdings San Jose, California	$716	$0	1	0%	Maintained
616	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$716	+$418	1	0%	Increased
617	JMF Johnson Midwest Financial Glidden, Iowa	$716	$0	1	0%	Maintained
618	ME McIlrath & Eck Arlington, Washington	$716	-$179	1	0%	Reduced
619	PFG Piershale Financial Group Barrington, Illinois	$716	$0	1	0%	Maintained
620	MRCM M&R Capital Management Summit, New Jersey	$643	-$895	1	0%	Reduced
621	WOSD WFA of San Diego San Diego, California	$573	+$477	1	0%	New
622	YAL Your Advocates Ltd Houston, Texas	$504	$0	1	0%	Maintained
623	TF TimeScale Financial Danvers, Massachusetts	$501	$0	1	0%	Maintained
624	NC NewSquare Capital Newtown Square, Pennsylvania	$429	$0	1	0%	Maintained
625	RFA Register Financial Advisors Atlanta, Georgia	$429	$0	1	0%	Maintained