← 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
651	MassMutual Private Wealth & Trust Windsor, Connecticut	$6K	+$6.15K	1	0%	New
652	OIA Optimum Investment Advisors Chicago, Illinois	$6K	-$49.2K	1	0%	Reduced
653	RG Retirement Group San Diego, California	$6K	-$3.2K	1	0%	Reduced
654	SSB Sandy Spring Bank Olney, Maryland	$6K	-$1.97K	1	0%	Reduced
655	TFS TrustCore Financial Services Brentwood, Tennessee	$6K	+$3.21K	2	0%	Increased
656	WQ Wealth Quarterback Toms River, New Jersey	$6K	+$738	1	0%	Increased
657	CQS Credential Qtrade Securities Vancouver,	$5.69K	$0	1	0%	Maintained
658	MIM Macroview Investment Management Bethesda, Maryland	$5K	$0	1	0.01%	Maintained
659	NWM Navigation Wealth Management Fort Collins, Colorado	$5K	$0	1	0.03%	Maintained
660	TCWM Total Clarity Wealth Management St. Charles, Illinois	$5K	+$4.92K	1	0%	New
661	HR Howe & Rusling Rochester, New York	$4K	$0	1	0%	Maintained
662	KFI Key Financial Inc West Chester, Pennsylvania	$4K	$0	1	0%	Maintained
663	PPWM PFG Private Wealth Management Lutz, Florida	$4K	+$3.94K	1	0%	New
664	HCM Horrell Capital Management Little Rock, Arkansas	$3K	$0	1	0%	Maintained
665	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$3K	$0	1	0%	Maintained
666	TVWM Tower View Wealth Management Shorewood, Wisconsin	$3K	$0	1	0%	Maintained
667	WAS Winch Advisory Services Appleton, Wisconsin	$3K	+$2.95K	1	0%	New
668	TAM Tucker Asset Management Littleton, Colorado	$2.24K	$0	1	0%	Maintained
669	BA Bellwether Advisors Lincoln, Nebraska	$2K	+$2.46K	1	0%	New
670	BCH Berkshire Capital Holdings San Jose, California	$2K	-$16.6M	1	0%	Reduced
671	CCC Crescent Capital Consulting New Orleans, Louisiana	$2K	$0	1	0%	Maintained
672	DSC Duncker Streett & Co St. Louis, Missouri	$2K	$0	1	0%	Maintained
673	JMF Johnson Midwest Financial Glidden, Iowa	$2K	$0	1	0%	Maintained
674	PWM Prentice Wealth Management Rochester, New York	$2K	+$738	2	0%	Increased
675	PFA Professional Financial Advisors North Platte, Nebraska	$2K	+$2.21K	1	0%	New