← 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
701
AIC
Archer Investment Corporation
Indiana
$22.3K -$437 1 0.01% Reduced
702
MCM
Manchester Capital Management
Vermont
$22.1K $0 1 0% Maintained
703
AFG
Albion Financial Group
Utah
$21.9K $0 1 0% Maintained
704
MAG
Mayfair Advisory Group
Alabama
$21.2K +$13.8K 1 0.02% New
705
SWM
Sugarloaf Wealth Management
Georgia
$21K $0 1 0.01% Maintained
706
Montag & Associates
Montag & Associates
Georgia
$20.2K $0 1 0% Maintained
707
Arax Advisory Partners
Arax Advisory Partners
Colorado
$19.5K $0 1 0% Maintained
708
AIM
Arcadia Investment Management
Michigan
$19.1K $0 1 0% Maintained
709
ZB
Zions Bancorporation
Utah
$18.6K +$3.49K 1 0% Increased
710
SWM
Sanctuary Wealth Management
Idaho
$18.3K $0 1 0.02% Maintained
711
FFA
First Foundation Advisors
California
$18.1K -$17.2K 1 0% Reduced
712
FWM
Focused Wealth Management
New York
$17.7K -$655 1 0% Reduced
713
BC
Broadwater Capital
Massachusetts
$17.4K +$10.9K 1 0.01% New
714
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$17.4K $0 1 0% Maintained
715
KHC
Koesten Hirschmann & Crabtree
Kansas
$17.4K $0 1 0.01% Maintained
716
MAWCM
Mine & Arao Wealth Creation & Management
California
$17.4K $0 1 0.01% Maintained
717
PFSC
Peoples Financial Services Corp
Pennsylvania
$17.4K $0 1 0.01% Maintained
718
SS
Sunbelt Securities
Texas
$17.2K $0 1 0% Maintained
719
HWP
Highline Wealth Partners
California
$17K +$1.09K 1 0.01% Increased
720
MFT
Moisand Fitzgerald Tamayo
Florida
$16.9K +$10.6K 1 0% New
721
BIA
Bell Investment Advisors
California
$15.3K -$1.97K 1 0% Reduced
722
HF
Halpern Financial
Virginia
$15.2K -$5.46K 1 0% Reduced
723
VF
VitalStone Financial
Texas
$15K +$546 1 0.01% Increased
724
SouthState Corp
SouthState Corp
Florida
$14.1K $0 1 0% Maintained
725
BWP
Baldwin Wealth Partners
Massachusetts
$13.9K -$11.7K 1 0% Reduced