← 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
776	BWM Baystate Wealth Management Boston, Massachusetts	$3K	$0	1	0%	Maintained
777	CA Centerpoint Advisors Needham, Massachusetts	$3K	$0	1	0%	Maintained
778	CI Investments Inc Toronto, Ontario, Canada	$3K	-$8.8M	1	0%	Reduced
779	CCM Cribstone Capital Management Augusta, Maine	$3K	$0	1	0%	Maintained
780	DI Disciplined Investments Tulsa, Oklahoma	$3K	$0	1	0%	Maintained
781	Nisa Investment Advisors St. Louis, Missouri	$3K	$0	1	0%	Maintained
782	ODG O'Dell Group Cincinnati, Ohio	$3K	$0	1	0%	Maintained
783	OAJ Ogorek Anthony Joseph Williamsville, New York	$3K	+$3.91K	1	0%	New
784	RCM Raleigh Capital Management Cary, North Carolina	$3K	$0	1	0%	Maintained
785	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$3K	$0	1	0%	Maintained
786	SIC SJS Investment Consulting Sylvania, Ohio	$3K	$0	1	0%	Maintained
787	TCCM Timber Creek Capital Management Boston, Massachusetts	$3K	+$3.13K	1	0%	New
788	TVWM Tower View Wealth Management Shorewood, Wisconsin	$3K	$0	1	0%	Maintained
789	WOC West Oak Capital Westlake Village, California	$3K	$0	1	0%	Maintained
790	YAL Your Advocates Ltd Houston, Texas	$3K	$0	1	0%	Maintained
791	PP PFS Partners Mine Hill, New Jersey	$2.85K	$0	1	0%	Maintained
792	ADL Asset Dedication LLC San Francisco, California	$2K	-$1.17K	1	0%	Reduced
793	First Horizon Advisors Memphis, Tennessee	$2K	-$125K	1	0%	Reduced
794	LWA Lenox Wealth Advisors New York	$2K	+$2.93K	1	0%	New
795	MCM MV Capital Management Bethesda, Maryland	$2K	+$2.35K	1	0%	New
796	PPWM PFG Private Wealth Management Lutz, Florida	$2K	-$2.74K	1	0%	Reduced
797	PWMG Prestige Wealth Management Group Flemington, New Jersey	$2K	$0	1	0%	Maintained
798	PFA Professional Financial Advisors North Platte, Nebraska	$2K	$0	1	0%	Maintained
799	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$2K	$0	1	0%	Maintained
800	RBC Roble Belko & Company Sewickley, Pennsylvania	$2K	$0	1	0%	Maintained