← 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	TCWM Total Clarity Wealth Management St. Charles, Illinois	$1K	+$1.43K	1	0%	New
627	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	+$190	1	0%	New
628	VCM Versant Capital Management Phoenix, Arizona	$1K	+$1.43K	1	0%	New
629	YAL Your Advocates Ltd Houston, Texas	$1K	$0	1	0%	Maintained
630	SWA Sutton Wealth Advisors Tampa, Florida	$846	+$1.71K	1	0%	New
631	PP PFS Partners Mine Hill, New Jersey	$706	$0	1	0%	Maintained
632	FSWA Financial Synergies Wealth Advisors Houston, Texas	$283	+$571	1	0%	New
633	RIM Rockbridge Investment Management Syracuse, New York	$142	-$4.38K	1	0%	Reduced
634	BLC Brown, Lisle/Cummings Providence, Rhode Island	$141	$0	1	0%	Maintained
635	KFS Kelly Financial Services Braintree, Massachusetts	$47	$0	1	0%	Maintained
636	AGA Accuvest Global Advisors Provo, Utah	$0	-$388K	0	–	Closed
637	ACM ACT Capital Management Wayne, Pennsylvania	$0	-$570K	0	–	Closed
638	AHC Adell Harriman & Carpenter Houston, Texas	$0	-$224K	0	–	Closed
639	ARIS Advanced Research Investment Solutions Los Angeles, California	$0	-$2.35M	0	–	Closed
640	AFS AFG Fiduciary Services Hingham, Massachusetts	$0	-$1.23M	0	–	Closed
641	Alkeon Capital Management New York	$0	-$40.9M	0	–	Closed
642	AH Allen Holding New York	$0	-$641K	0	–	Closed
643	Allspring Global Investments Charlotte, North Carolina	$0	-$1K	0	–	Closed
644	AA Altrafin AG Zurich,	$0	-$513K	0	–	Closed
645	Alyeska Investment Group Chicago, Illinois	$0	-$4.02M	0	–	Closed
646	AT American Trust Lexington, Kentucky	$0	-$508K	0	–	Closed
647	Ameritas Advisory Services Lincoln, Nebraska	$0	-$509K	0	–	Closed
648	AIS AM Investment Strategies Chattanooga, Tennessee	$0	-$381K	0	–	Closed
649	AFS Annapolis Financial Services Annapolis, Maryland	$0	$0	1	0%	Maintained
650	Apollon Wealth Management Mount Pleasant, South Carolina	$0	-$242K	0	–	Closed