← 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
876
SC
Sierra Capital
Florida
$6K -$3.78K 1 0% Reduced
877
ADL
Asset Dedication LLC
California
$5K -$8.43K 1 0% Reduced
878
FPS
Fieldpoint Private Securities
Connecticut
$5K +$5.82K 1 0% New
879
GAM
Gemmer Asset Management
California
$5K -$1.13M 1 0% Reduced
880
KFI
Key Financial Inc
Pennsylvania
$5K +$872 1 0% Increased
881
NWM
Navigation Wealth Management
Colorado
$5K $0 1 0% Maintained
882
SSB
Sandy Spring Bank
Maryland
$5K -$1.75K 1 0% Reduced
883
BCM
Basso Capital Management
Connecticut
$4K +$7.73K 1 0% New
884
BWM
Baystate Wealth Management
Massachusetts
$4K +$4.36K 1 0% New
885
CT
Cambridge Trust
Massachusetts
$4K +$4.65K 1 0% New
886
CA
Centerpoint Advisors
Massachusetts
$4K +$4.65K 1 0% Increased
887
CFN
Cordasco Financial Network
Florida
$4K -$4.65K 1 0% Reduced
888
CCM
Cribstone Capital Management
Maine
$4K +$4.94K 1 0% New
889
DI
Disciplined Investments
Oklahoma
$4K +$4.36K 1 0% New
890
HS
Horan Securities
United States
$4K +$4.94K 1 0% New
891
IHWM
Iron Horse Wealth Management
Iowa
$4K +$4.36K 1 0% New
892
ODG
O'Dell Group
Ohio
$4K -$29.4K 1 0% Reduced
893
RCM
Raleigh Capital Management
North Carolina
$4K +$4.36K 1 0% New
894
RDFA
Ritter Daniher Financial Advisory
Ohio
$4K $0 1 0% Maintained
895
SIC
SJS Investment Consulting
Ohio
$4K +$4.07K 1 0% New
896
TVWM
Tower View Wealth Management
Wisconsin
$4K $0 1 0% Maintained
897
WOC
West Oak Capital
California
$4K +$4.36K 1 0% New
898
PP
PFS Partners
New Jersey
$3.79K +$4.36K 1 0% New
899
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$3K +$2.91K 1 0% New
900
CMA
Cedar Mountain Advisors
Oregon
$3K -$26.2K 1 0% Reduced