← 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
SWM
Sanctuary Wealth Management
Idaho
$23.3K $0 1 0.02% Maintained
777
JPWM
Jamison Private Wealth Management
Georgia
$22.4K $0 1 0% Maintained
778
Allianz
Allianz
Germany
$22.2K $0 1 0% Maintained
779
HF
Halpern Financial
Virginia
$22.2K $0 1 0.01% Maintained
780
PFSC
Peoples Financial Services Corp
Pennsylvania
$22.2K $0 1 0.01% Maintained
781
PGAM
Princeton Global Asset Management
New Jersey
$22.2K $0 1 0% Maintained
782
EWP
Elevation Wealth Partners
California
$22K +$15.2K 1 0.01% Increased
783
C
Covestor
United Kingdom
$21K -$690 1 0.01% Reduced
784
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.4K +$21.2K 1 0% New
785
QC
Quent Capital
New York
$20.2K -$6.03K 1 0% Reduced
786
WIA
Wetzel Investment Advisors
Indiana
$19.9K $0 1 0.01% Maintained
787
ADL
Asset Dedication LLC
California
$19.8K +$16.1K 1 0% Increased
788
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth
Arizona
$19.8K +$20.5K 1 0% New
789
BIA
Bell Investment Advisors
California
$19.1K $0 1 0% Maintained
790
GCS
Gordian Capital (Singapore)
Singapore
$19.1K -$690K 1 0.01% Reduced
791
SWP
SIMA Wealth Partners
Virginia
$19.1K +$19.8K 1 0.02% New
792
BWP
Baldwin Wealth Partners
Massachusetts
$18.4K +$690 1 0% Increased
793
SouthState Corp
SouthState Corp
Florida
$18K $0 1 0% Maintained
794
RCM
Raleigh Capital Management
North Carolina
$17.9K +$920 1 0.01% Increased
795
AT
Arlington Trust
Alabama
$17.3K $0 1 0% Maintained
796
SIS
Strategic Investment Solutions
Illinois
$16.8K +$17.3K 1 0.01% New
797
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$16.7K -$61 2 0.01% Reduced
798
SRCM
Signature Resources Capital Management
California
$16.2K -$34.5K 1 0.01% Reduced
799
Montag & Associates
Montag & Associates
Georgia
$15.8K -$10.4K 1 0% Reduced
800
WWM
Wolff Wiese Magana
California
$15.8K $0 1 0.01% Maintained