← 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
801	CA Centerpoint Advisors Needham, Massachusetts	$3K	$0	1	0%	Maintained
802	RBC Roble Belko & Company Sewickley, Pennsylvania	$3K	$0	1	0%	Maintained
803	CFO CVA Family Office Denver, Colorado	$2.61K	+$1.64K	1	0%	New
804	ODG O'Dell Group Cincinnati, Ohio	$2.61K	+$1.64K	1	0%	New
805	RAM Riggs Asset Management Dallas, Pennsylvania	$2.61K	$0	1	0%	Maintained
806	CP Castleview Partners Dallas, Texas	$2.09K	+$1.31K	1	0%	New
807	DSC Duncker Streett & Co St. Louis, Missouri	$2.09K	$0	1	0%	Maintained
808	Geneos Wealth Management Englewood, Colorado	$2.09K	-$39.1K	1	0%	Reduced
809	SIC SJS Investment Consulting Sylvania, Ohio	$1.91K	+$655	1	0%	Increased
810	TC Truvestments Capital Sarasota, Florida	$1.91K	$0	1	0%	Maintained
811	CFS CGC Financial Services Lake Oswego, Oregon	$1.74K	-$328	1	0%	Reduced
812	PCWA Pacific Capital Wealth Advisors Corona, California	$1.74K	+$1.09K	1	0%	New
813	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$1.43K	$0	1	0%	Maintained
814	EPW Evergreen Private Wealth Greenwood Village, Colorado	$1.39K	+$874	1	0%	New
815	YAL Your Advocates Ltd Houston, Texas	$1.36K	+$277	1	0%	Increased
816	EC EdgeRock Capital Denver, Colorado	$1.29K	+$1.09K	1	0%	New
817	W WealthCollab Bellevue, Washington	$1.22K	+$764	1	0%	New
818	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$1.04K	+$655	1	0%	New
819	TWP TFO Wealth Partners Maumee, Ohio	$1.04K	$0	1	0%	Maintained
820	AW Avion Wealth The Woodlands, Texas	$1K	-$1.64K	1	0%	Reduced
821	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$1K	$0	1	0%	Maintained
822	HCM Horrell Capital Management Little Rock, Arkansas	$1K	+$328	1	0%	New
823	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$1K	$0	1	0%	Maintained
824	PP PrairieView Partners St. Paul, Minnesota	$1K	$0	1	0%	Maintained
825	CPA Clear Point Advisors Melville, New York	$870	+$546	1	0%	New