← 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
HF
Halpern Financial
Virginia
$25.2K $0 1 0.01% Maintained
802
C
Covestor
United Kingdom
$25K -$15.1K 1 0.02% Reduced
803
A
AlphaQuest
New York
$23.6K +$16K 1 0% New
804
BIA
Bell Investment Advisors
California
$22.8K -$360 1 0% Reduced
805
PAM
Palisade Asset Management
Minnesota
$22K +$14.9K 1 0% New
806
EC
EntryPoint Capital
New York
$21.7K +$14.8K 1 0.02% New
807
SouthState Corp
SouthState Corp
Florida
$21.5K $0 1 0% Maintained
808
BWP
Baldwin Wealth Partners
Massachusetts
$21.2K $0 1 0% Maintained
809
Mather Group
Mather Group
Illinois
$20.9K +$21.6K 1 0% New
810
AT
Arlington Trust
Alabama
$20.7K $0 1 0.01% Maintained
811
RCM
Raleigh Capital Management
North Carolina
$20.4K $0 1 0.01% Maintained
812
VCM
Versant Capital Management
Arizona
$20.1K -$540 1 0.01% Reduced
813
VF
VitalStone Financial
Texas
$20K -$1.8K 1 0.02% Reduced
814
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$19.9K +$13.6K 2 0.01% New
815
CL
CSS LLC
Illinois
$19.1K +$13K 1 0% New
816
WWM
Wolff Wiese Magana
California
$18.8K $0 1 0.02% Maintained
817
QPBE
Quintet Private Bank (Europe)
Luxembourg
$18.5K +$11.3K 1 0% New
818
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$17.2K $0 1 0.01% Maintained
819
GIA
GHP Investment Advisors
Colorado
$17.2K -$13.7K 1 0% Reduced
820
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$16.7K +$540 1 0% Increased
821
MC
Moors & Cabot
Massachusetts
$16.4K -$24.1K 1 0% Reduced
822
WIA
Wetzel Investment Advisors
Indiana
$16.4K $0 1 0.01% Maintained
823
ATC
Advantage Trust Company
Kansas
$15.9K $0 1 0.01% Maintained
824
PP
PFS Partners
New Jersey
$15.4K +$10.4K 1 0.01% New
825
CWM
CarsonAllaria Wealth Management
Illinois
$15.1K -$17.5K 1 0.01% Reduced
31 32
33
34 35