← 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
626	MS Mizuho Securities Tokyo, Japan	$11K	$0	1	0%	Maintained
627	Montag & Associates Atlanta, Georgia	$11K	$0	1	0%	Maintained
628	Bessemer Group Woodbridge, New Jersey	$10K	-$307K	1	0%	Reduced
629	Cullen/Frost Bankers San Antonio, Texas	$10K	$0	1	0%	Maintained
630	SIM Sonora Investment Management Tucson, Arizona	$10K	$0	1	0%	Maintained
631	TFM TFC Financial Management Boston, Massachusetts	$10K	+$6.15K	1	0%	Increased
632	ARMC American Research & Management Company Marion, Massachusetts	$9K	+$9.85K	1	0%	New
633	BWP Baldwin Wealth Partners Marion, Massachusetts	$9K	$0	1	0%	Maintained
634	NL NVWM LLC Yardley, Pennsylvania	$9K	-$41.9K	1	0%	Reduced
635	RA Rational Advisors Huntington, New York	$9K	+$9.85K	1	0%	New
636	BAM Bellevue Asset Management Bellevue, Washington	$8K	-$1.23K	1	0%	Reduced
637	CB CNB Bank Clearfield, Pennsylvania	$8K	$0	1	0%	Maintained
638	CFN Cordasco Financial Network Naples, Florida	$8K	+$8.12K	1	0.01%	New
639	Gradient Investments Arden Hills, Minnesota	$8K	$0	1	0%	Maintained
640	LPWM Lake Point Wealth Management Rockwall, Texas	$8K	$0	1	0%	Maintained
641	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$8K	$0	1	0%	Maintained
642	SC Sierra Capital Miami, Florida	$8K	$0	1	0%	Maintained
643	AWM Activest Wealth Management Aventure, Florida	$7K	$0	1	0%	Maintained
644	BWM BerganKDV Wealth Management Bloomington, Minnesota	$7K	$0	1	0%	Maintained
645	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$7K	$0	1	0%	Maintained
646	IWA IBEX Wealth Advisors Bedminster, New Jersey	$7K	+$7.38K	1	0%	New
647	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$7K	$0	1	0%	Maintained
648	SWM Sugarloaf Wealth Management Duluth, Georgia	$7K	+$3.45K	1	0%	Increased
649	EAM Eukles Asset Management Cincinnati, Ohio	$6K	$0	1	0%	Maintained
650	IRC Investors Research Corp Atlanta, Georgia	$6K	$0	2	0%	Maintained