← 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
751	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$6K	-$3.91K	1	0%	Reduced
752	RG Retirement Group San Diego, California	$6K	+$391	1	0%	Increased
753	TIM Tevis Investment Management Plano, Texas	$6K	$0	1	0.01%	Maintained
754	Bartlett & Co Wealth Management Cincinnati, Ohio	$5.13K	+$5.28K	1	0%	New
755	Bartlett & Co Cincinnati, Ohio	$5K	+$5.28K	1	0%	New
756	FCG Financial Connections Group Corte Madera, California	$5K	$0	1	0.01%	Maintained
757	LWA Lowe Wealth Advisors Columbia, Maryland	$5K	$0	1	0%	Maintained
758	MAM McCarthy Asset Management Redwood Shores, California	$5K	+$5.28K	1	0%	New
759	MRCM M&R Capital Management Summit, New Jersey	$5K	+$5.28K	1	0%	New
760	OCM Orion Capital Management Coronado, California	$5K	+$4.88K	1	0%	New
761	Simplex Trading Chicago, Illinois	$5K	-$6.44M	1	0%	Reduced
762	S Surevest Los Angeles, California	$5K	-$227K	1	0%	Reduced
763	TCWA Ten Capital Wealth Advisors Spokane, Washington	$5K	-$92.8K	1	0%	Reduced
764	CQS Credential Qtrade Securities Vancouver,	$4.75K	$0	1	0%	Maintained
765	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$4K	+$4.1K	1	0%	New
766	CWA Clearview Wealth Advisors Salem, Oregon	$4K	+$4.49K	1	0%	New
767	EWM Endurance Wealth Management Providence, Rhode Island	$4K	+$4.1K	1	0%	New
768	FIA FNY Investment Advisers New York	$4K	-$1.16M	2	0%	Reduced
769	KFI Key Financial Inc West Chester, Pennsylvania	$4K	$0	1	0%	Maintained
770	MIM Macroview Investment Management Bethesda, Maryland	$4K	$0	1	0.01%	Maintained
771	NWM Navigation Wealth Management Fort Collins, Colorado	$4K	$0	1	0.04%	Maintained
772	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$4K	+$3.91K	1	0%	New
773	PGAM Princeton Global Asset Management Princeton, New Jersey	$4K	-$29.3K	1	0%	Reduced
774	TIM Tortoise Investment Management White Plains, New York	$4K	-$8.21K	1	0%	Reduced
775	ZB Zions Bancorporation Salt Lake City, Utah	$4K	+$3.91K	1	0%	New