← 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
KB
Kimelman & Baird
New York
$1.6K $0 1 0% Maintained
852
WOSD
WFA of San Diego
California
$1.43K $0 1 0% Maintained
853
EPW
Evergreen Private Wealth
Colorado
$1.43K $0 1 0% Maintained
854
CA
Continuum Advisory
Idaho
$1.39K -$30K 1 0% Reduced
855
W
WealthCollab
Washington
$1.25K $0 1 0% Maintained
856
WBWA
William B. Walkup & Associates
South Carolina
$1.25K $0 1 0% Maintained
857
GGI
Godsey & Gibb Inc
Virginia
$1.07K $0 1 0% Maintained
858
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.07K +$1.2K 1 0% New
859
PS
PayPay Securities
Japan
$1.07K -$3.21K 1 0.1% Reduced
860
RIL
Rothschild Investment LLC
Illinois
$1.07K $0 1 0% Maintained
861
HBW
Hazlett, Burt & Watson
West Virginia
$1K $0 1 0% Maintained
862
HCM
Horrell Capital Management
Arkansas
$1K $0 1 0% Maintained
863
CFS
CGC Financial Services
Oregon
$891 -$1K 1 0% Reduced
864
FF
Friedenthal Financial
New Jersey
$891 +$1K 1 0% New
865
HGA
Hobbs Group Advisors
South Carolina
$891 $0 1 0% Maintained
866
Mather Group
Mather Group
Illinois
$783 -$9.01K 1 0% Reduced
867
APC
Aspire Private Capital
North Carolina
$713 +$801 1 0% New
868
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$713 +$801 1 0% New
869
TCM
Tradewinds Capital Management
Washington
$713 $0 1 0% Maintained
870
CAS
Coppell Advisory Solutions
Texas
$574 -$30.2K 1 0% Reduced
871
BLC
Brown, Lisle/Cummings
Rhode Island
$535 $0 1 0% Maintained
872
CIR
Clear Investment Research
Georgia
$535 +$200 1 0% Increased
873
ECM
Estabrook Capital Management
New York
$535 $0 1 0% Maintained
874
MAM
Marquette Asset Management
Minnesota
$357 $0 1 0% Maintained
875
JFG
JDM Financial Group
Texas
$356 +$401 1 0% New