← 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
AAG
Armstrong Advisory Group
Massachusetts
$5.52K $0 1 0% Maintained
802
ACA
Atlas Capital Advisors
Wyoming
$5.52K -$624K 1 0% Reduced
803
PPC
Park Place Capital
Alabama
$5.52K +$6.21K 1 0% New
804
GJWM
Gilliland Jeter Wealth Management
Arkansas
$5.34K $0 1 0% Maintained
805
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$5.17K -$7.81K 1 0% Reduced
806
Close Asset Management
Close Asset Management
United Kingdom
$5K $0 1 0% Maintained
807
AIC
Archer Investment Corporation
Indiana
$4.99K $0 1 0% Maintained
808
EWM
Evermay Wealth Management
Virginia
$4.81K +$5.41K 1 0% New
809
RWM
Raffa Wealth Management
District of Columbia
$4.81K $0 1 0% Maintained
810
TFM
TFC Financial Management
Massachusetts
$4.63K +$601 1 0% Increased
811
BGAI
Bruce G. Allen Investments
Colorado
$4.63K $0 1 0% Maintained
812
MWA
MFA Wealth Advisors
Pennsylvania
$4.63K -$26K 1 0% Reduced
813
EAM
Eukles Asset Management
Ohio
$4.45K $0 1 0% Maintained
814
RA
Ransom Advisory
Rhode Island
$4.45K $0 1 0% Maintained
815
TCOV
Trust Company of Vermont
Vermont
$4.45K +$5.01K 1 0% New
816
SC
Sawyer & Company
Massachusetts
$4K $0 1 0% Maintained
817
CFM
Catalyst Funds Management
Australia
$3.83K $0 1 0% Maintained
818
CFO
CVA Family Office
Colorado
$3.74K $0 1 0% Maintained
819
PMFA
Plante Moran Financial Advisors
Michigan
$3.74K $0 1 0% Maintained
820
CFGS
Concourse Financial Group Securities
Alabama
$3.74K -$3K 1 0% Reduced
821
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$3.56K $0 1 0% Maintained
822
BAM
Bellevue Asset Management
Washington
$3.56K $0 1 0% Maintained
823
HNB
Hilltop National Bank
Wyoming
$3.56K $0 1 0% Maintained
824
TIM
Tortoise Investment Management
New York
$3.56K $0 1 0% Maintained
825
PWMG
Prestige Wealth Management Group
New Jersey
$3.39K $0 1 0% Maintained