← 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
S
Sachetta
Massachusetts
$8.73K +$1.4K 1 0% Increased
777
MHR
Matthew Hamilton Rosenberg
$8.73K $0 1 0% Maintained
778
SSB
Sandy Spring Bank
Maryland
$8.55K $0 1 0% Maintained
779
DF
Dunhill Financial
United Kingdom
$8.37K $0 1 0% Maintained
780
VWA
Valued Wealth Advisors
Utah
$8.2K $0 1 0.01% Maintained
781
DJSG
D.J. St. Germain
Massachusetts
$8.02K $0 1 0% Maintained
782
MFT
Moisand Fitzgerald Tamayo
Florida
$8.02K +$7.01K 1 0% Increased
783
FGC
Financial Gravity Companies
Texas
$7.66K +$8.61K 1 0% New
784
MSG
Main Street Group
Virginia
$7.66K $0 1 0% Maintained
785
T
Tidemark
California
$7.66K $0 1 0% Maintained
786
OC
Oarsman Capital
Wisconsin
$7.51K +$8.6K 2 0% New
787
CB
CNB Bank
Pennsylvania
$7.48K $0 1 0% Maintained
788
TCG
Transcendent Capital Group
Oklahoma
$7.48K $0 1 0% Maintained
789
BWP
Baldwin Wealth Partners
Massachusetts
$7.13K -$8.61K 1 0% Reduced
790
CYG
Clean Yield Group
Vermont
$7.13K $0 1 0% Maintained
791
HFM
Hartford Financial Management
Connecticut
$7.13K $0 1 0% Maintained
792
Bessemer Group
Bessemer Group
New Jersey
$7K +$6.81K 1 0% Increased
793
SSG
Summit Securities Group
New York
$7K -$207K 1 0% Reduced
794
WWP
WR Wealth Planners
Missouri
$6.77K -$200 1 0% Reduced
795
GJIA
Glass Jacobson Investment Advisors
Maryland
$6.24K $0 1 0% Maintained
796
JWA
JFS Wealth Advisors
Pennsylvania
$6.06K +$601 1 0% Increased
797
RA
Rise Advisors
New York
$6.06K +$2.2K 1 0% Increased
798
IRC
Investors Research Corp
Georgia
$5.88K $0 1 0% Maintained
799
IA
IFS Advisors
Kansas
$5.88K $0 1 0% Maintained
800
MCM
MV Capital Management
Maryland
$5.7K +$2.6K 1 0% Increased