← 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
851
CPA
Cowen Prime Advisors
New York
$9K +$10.2K 1 0% New
852
HNWAG
High Net Worth Advisory Group
Florida
$9K +$10.2K 1 0% New
853
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K $0 1 0% Maintained
854
SWM
Sugarloaf Wealth Management
Georgia
$9K +$1.16K 1 0% Increased
855
TCWM
Total Clarity Wealth Management
Illinois
$9K +$4.36K 1 0% Increased
856
BWM
BerganKDV Wealth Management
Minnesota
$8K $0 1 0% Maintained
857
CSWM
Cassady Schiller Wealth Management
Ohio
$8K +$9.01K 1 0% New
858
CWAF
Core Wealth Advisors (Florida)
Florida
$8K $0 1 0% Maintained
859
FFG
Ford Financial Group
California
$8K +$9.3K 1 0% New
860
GG
Gleason Group
Kentucky
$8K +$9.6K 1 0% New
861
IA
IFS Advisors
Kansas
$8K +$9.6K 1 0.01% New
862
JRFS
James Reed Financial Services
Ohio
$8K +$10.2K 1 0.01% New
863
TIM
Tevis Investment Management
Texas
$8K +$8.72K 1 0.01% New
864
CFCI
Comprehensive Financial Consultants Institutional
Indiana
$7K +$11.9K 1 0% New
865
FCG
Financial Connections Group
California
$7K +$8.72K 1 0.01% New
866
HR
Howe & Rusling
New York
$7K +$2.62K 1 0% Increased
867
PO
Private Ocean
California
$7K +$7.8K 2 0% Increased
868
RG
Retirement Group
California
$7K +$582 1 0% Increased
869
CQS
Credential Qtrade Securities
$6.31K $0 1 0% Maintained
870
BIA
Bell Investment Advisors
California
$6K +$6.98K 1 0% New
871
EAM
Eukles Asset Management
Ohio
$6K $0 1 0% Maintained
872
IRC
Investors Research Corp
Georgia
$6K $0 2 0% Maintained
873
LWA
Lowe Wealth Advisors
Maryland
$6K +$7.27K 1 0% New
874
MIM
Macroview Investment Management
Maryland
$6K $0 1 0.01% Maintained
875
PPWM
PFG Private Wealth Management
Florida
$6K +$2.33K 1 0% Increased