← 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
FIM
Fernwood Investment Management
Massachusetts
$187K +$127K 1 0.05% New
702
RG
Retirement Group
California
$187K +$62.1K 1 0.07% Increased
703
Huntington National Bank
Huntington National Bank
Ohio
$181K +$77.9K 1 0% Increased
704
NRG
Nemes Rush Group
Michigan
$179K +$6.12K 1 0.03% Increased
705
First Horizon Advisors
First Horizon Advisors
Tennessee
$178K -$102K 1 0.01% Reduced
706
Central Trust Company
Central Trust Company
Missouri
$172K +$34.2K 1 0% Increased
707
HIA
Harbor Investment Advisory
Maryland
$172K +$72K 1 0.02% Increased
708
OAM
Ostrum Asset Management
France
$168K $0 1 0.01% Maintained
709
CJ
Caitlin John
Michigan
$160K $0 1 0.12% Maintained
710
Clearstead Advisors
Clearstead Advisors
Ohio
$148K +$35.1K 1 0.01% Increased
711
HWA
HHM Wealth Advisors
Tennessee
$147K +$90K 1 0.02% Increased
712
OC
Oakworth Capital
Alabama
$146K $0 1 0.01% Maintained
713
HCM
Hollencrest Capital Management
California
$142K +$90K 1 0.01% Increased
714
AA
Alta Advisers
United Kingdom
$133K +$18K 1 0.07% Increased
715
FG
Fairman Group
Pennsylvania
$133K $0 1 0.13% Maintained
716
SA
SRH Advisors
Kansas
$133K $0 1 0.04% Maintained
717
NFSG
Newbridge Financial Services Group
Florida
$132K +$89.4K 1 0.06% New
718
FP
Financial Perspectives
Minnesota
$131K $0 1 0.05% Maintained
719
Larson Financial Group
Larson Financial Group
Missouri
$125K +$22K 1 0.01% Increased
720
Credit Agricole
Credit Agricole
France
$125K -$139K 1 0% Reduced
721
ITIM
Indiana Trust & Investment Management
Indiana
$123K -$27K 1 0.05% Reduced
722
TSWM
Tyler-Stone Wealth Management
Ohio
$123K +$33.3K 1 0.05% Increased
723
CF
Centaurus Financial
California
$122K +$83.1K 1 0.01% New
724
HCP
Hexagon Capital Partners
Arkansas
$114K $0 1 0.03% Maintained
725
MAM
MMA Asset Management
Pennsylvania
$113K +$76.7K 1 0.05% New