← 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
RCM
Raleigh Capital Management
North Carolina
$13.7K -$801 1 0.01% Reduced
752
WWM
Wolff Wiese Magana
California
$13.4K +$801 1 0.01% Increased
753
SIS
Strategic Investment Solutions
Illinois
$13.4K $0 1 0% Maintained
754
AWM
Abound Wealth Management
Tennessee
$13.4K +$15K 1 0% New
755
SRCM
Signature Resources Capital Management
California
$13K $0 1 0.01% Maintained
756
Montag & Associates
Montag & Associates
Georgia
$12.7K $0 1 0% Maintained
757
EWP
Elevation Wealth Partners
California
$12.5K -$5.81K 1 0.01% Reduced
758
GCS
Gordian Capital (Singapore)
Singapore
$11.8K -$4.01K 1 0% Reduced
759
GIA
GHP Investment Advisors
Colorado
$11.6K $0 1 0% Maintained
760
QPBE
Quintet Private Bank (Europe)
Luxembourg
$11K +$2.2K 1 0% Increased
761
CHA
Carmichael Hill & Associates
Maryland
$10.7K +$1K 1 0% Increased
762
VF
VitalStone Financial
Texas
$10.7K $0 1 0.01% Maintained
763
DIP
DT Investment Partners
Pennsylvania
$10.5K +$11.8K 1 0% New
764
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$10.5K +$1.2K 1 0% Increased
765
MAM
Meeder Asset Management
Ohio
$10.5K +$2.2K 1 0% Increased
766
PP
PFS Partners
New Jersey
$10.3K $0 1 0.01% Maintained
767
PPA
Painted Porch Advisors
California
$10.2K $0 1 0.01% Maintained
768
FNWA
Financial Network Wealth Advisors
Utah
$9.98K +$11.2K 1 0.01% New
769
NSIM
North Star Investment Management
Illinois
$9.8K $0 1 0% Maintained
770
HWA
HHM Wealth Advisors
Tennessee
$9.62K -$100K 1 0% Reduced
771
CSB
City State Bank
Iowa
$9.27K $0 1 0% Maintained
772
CAM
Creekmur Asset Management
Illinois
$9.27K -$200 1 0% Reduced
773
MFC
Mechanics Financial Corp
Ohio
$8.91K $0 1 0% Maintained
774
OW
Olistico Wealth
Oklahoma
$8.91K $0 1 0.01% Maintained
775
ZRP
Zynergy Retirement Planning
New Jersey
$8.91K $0 1 0.01% Maintained