← 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
676
RTL
Red Tortoise LLC
Georgia
$2K +$6.4K 1 0% New
677
RBC
Roble Belko & Company
Pennsylvania
$2K $0 1 0% Maintained
678
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$2K +$1.97K 1 0% New
679
AL
ADE LLC
Maryland
$1K $0 1 0% Maintained
680
JWA
JFS Wealth Advisors
Pennsylvania
$1K $0 1 0% Maintained
681
MAM
Meeder Asset Management
Ohio
$1K $0 1 0% Maintained
682
PWMG
Prestige Wealth Management Group
New Jersey
$1K +$1.48K 1 0% New
683
PO
Private Ocean
California
$1K +$738 1 0% New
684
ACA
Atlas Capital Advisors
Wyoming
$909 $0 1 0% Maintained
685
1IA
1834 Investment Advisors
Wisconsin
$0 -$233K 0 – Closed
686
AP
Advisors Preferred
Maryland
$0 -$932K 0 – Closed
687
ASFA
All Season Financial Advisors
Colorado
$0 -$238K 0 – Closed
688
Alpha Cubed Investments
Alpha Cubed Investments
California
$0 -$464K 0 – Closed
689
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0 -$35.5M 0 – Closed
690
AIC
Ameritas Investment Company
Nebraska
$0 -$335K 0 – Closed
691
AFS
Annapolis Financial Services
Maryland
$0 $0 1 0% Maintained
692
Arax Advisory Partners
Arax Advisory Partners
Colorado
$0 -$3K 0 – Closed
693
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$0 $0 1 0% Maintained
694
ACM
Ascendant Capital Management
California
$0 -$507K 0 – Closed
695
APC
Aspire Private Capital
North Carolina
$0 -$8K 0 – Closed
696
AP
Atlas Principals
North Carolina
$0 -$5.89M 0 – Closed
697
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$0 -$553K 0 – Closed
698
BAM
Baldrige Asset Management
Pennsylvania
$0 -$4K 0 – Closed
699
BBP
Banco BTG Pactual
Brazil
$0 -$327K 0 – Closed
700
BIM
Barton Investment Management
Pennsylvania
$0 -$633K 0 – Closed