← 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
GGI
Godsey & Gibb Inc
Virginia
$358 $0 1 0% Maintained
627
SIC
SJS Investment Consulting
Ohio
$287 +$239 1 0% New
628
TCM
Tradewinds Capital Management
Washington
$287 -$29.8K 1 0% Reduced
629
ATFA
All Terrain Financial Advisors
Minnesota
$286 +$239 1 0% New
630
BLC
Brown, Lisle/Cummings
Rhode Island
$215 $0 1 0% Maintained
631
DI
Disciplined Investments
Oklahoma
$215 +$179 1 0% New
632
ECM
Estabrook Capital Management
New York
$215 $0 1 0% Maintained
633
TCPG
Trivant Custom Portfolio Group
California
$215 $0 1 0% Maintained
634
AWM
Abound Wealth Management
Tennessee
$144 +$119 1 0% New
635
MAM
Marquette Asset Management
Minnesota
$144 $0 1 0% Maintained
636
CIR
Clear Investment Research
Georgia
$72 $0 1 0% Maintained
637
NSG
Nalls Sherbakoff Group
Tennessee
$63 $0 1 0% Maintained
638
AFAS
Acorn Financial Advisory Services
Virginia
$0 -$758K 0 – Closed
639
AWM
Activest Wealth Management
Florida
$0 -$19.6K 0 – Closed
640
AGM
Alpine Global Management
New York
$0 -$34.4K 0 – Closed
641
ANBT
American National Bank & Trust
Texas
$0 -$541 0 – Closed
642
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$0 -$110K 0 – Closed
643
AA
Antipodean Advisors
New York
$0 -$236K 0 – Closed
644
AW
Avion Wealth
Texas
$0 +$1.96K 2 0% New
645
Aviva
Aviva
United Kingdom
$0 -$1.74M 0 – Closed
646
Ballentine Partners
Ballentine Partners
Massachusetts
$0 -$354K 0 – Closed
647
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$0 -$811K 0 – Closed
648
BA
Bellwether Advisors
Nebraska
$0 -$675 0 – Closed
649
Belpointe Asset Management
Belpointe Asset Management
Nevada
$0 -$15.6K 0 – Closed
650
BOK Financial
BOK Financial
Oklahoma
$0 -$6.76K 0 – Closed