← 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
826
CHA
Carmichael Hill & Associates
Maryland
$14K $0 1 0.01% Maintained
827
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$14K -$5.82K 1 0.01% Reduced
828
Harvest Fund Management
Harvest Fund Management
China
$14K -$18.3K 1 0% Reduced
829
IFAM
Institutional & Family Asset Management
Colorado
$13K -$13.7K 1 0% Reduced
830
KTC
Kistler-Tiffany Companies
Pennsylvania
$13K $0 1 0% Maintained
831
MCM
Manchester Capital Management
Vermont
$13K -$55.6K 1 0% Reduced
832
ME
McIlrath & Eck
Washington
$13K $0 1 0% Maintained
833
MFC
Mechanics Financial Corp
Ohio
$13K +$14.5K 1 0.01% New
834
RFA
Reilly Financial Advisors
California
$13K +$14.8K 1 0% New
835
FPWM
FSB Premier Wealth Management
Iowa
$12K +$14.5K 1 0.01% New
836
MS
Mizuho Securities
Japan
$12K -$291 1 0% Reduced
837
OIA
Optimum Investment Advisors
Illinois
$12K +$6.96K 2 0% Increased
838
PMFA
Plante Moran Financial Advisors
Michigan
$12K +$14.2K 1 0% New
839
RIM
Rockbridge Investment Management
New York
$12K -$47.7K 1 0% Reduced
840
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$11K $0 1 0% Maintained
841
CWM
Curi Wealth Management
North Carolina
$11K +$13.4K 1 0% New
842
TFM
TFC Financial Management
Massachusetts
$11K $0 1 0% Maintained
843
TF
TimeScale Financial
Massachusetts
$11K +$12.5K 1 0% New
844
ARMC
American Research & Management Company
Massachusetts
$10K $0 1 0% Maintained
845
BWP
Baldwin Wealth Partners
Massachusetts
$10K $0 1 0% Maintained
846
Hantz Financial Services
Hantz Financial Services
Michigan
$10K +$20.2K 1 0% New
847
LPWM
Lake Point Wealth Management
Texas
$10K +$582 1 0% Increased
848
NL
NVWM LLC
Pennsylvania
$10K $0 1 0% Maintained
849
TCM
Tradewinds Capital Management
Washington
$10K -$26.2K 1 0% Reduced
850
BAM
Bellevue Asset Management
Washington
$9K $0 1 0.01% Maintained