← 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
PWA
Physician Wealth Advisors
Utah
$32.8K +$33.5K 1 0.01% New
877
AFG
Albion Financial Group
Utah
$31.3K $0 1 0% Maintained
878
QC
Quent Capital
New York
$30.4K -$8.8K 2 0% Reduced
879
PFG
Prosperity Financial Group
California
$30K +$30.7K 1 0.02% New
880
C
Covestor
United Kingdom
$28K +$4.57K 1 0.02% Increased
881
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$27.7K +$1.52K 1 0% Increased
882
AF
Atala Financial
California
$27.3K +$27.9K 1 0.02% New
883
WWA
Wingate Wealth Advisors
Massachusetts
$26.8K +$27.4K 1 0.03% New
884
CWM
Copia Wealth Management
Oregon
$26.3K +$26.9K 1 0.03% New
885
BC
Bayforest Capital
United Kingdom
$25.6K +$26.1K 1 0.03% New
886
PFSC
Peoples Financial Services Corp
Pennsylvania
$24.8K $0 1 0.01% Maintained
887
AFM
Aspetuck Financial Management
Connecticut
$24.3K +$24.9K 1 0.02% New
888
BIA
Bell Investment Advisors
California
$23.3K +$2.54K 1 0% Increased
889
AT
Arlington Trust
Alabama
$23.1K +$3.81K 1 0% Increased
890
EWP
Elevation Wealth Partners
California
$21.9K +$4.57K 1 0.01% Increased
891
SWP
SIMA Wealth Partners
Virginia
$21.4K $0 1 0.02% Maintained
892
WWP
WR Wealth Planners
Missouri
$21.1K +$11.9K 1 0.01% Increased
893
T
Transce3nd
Texas
$20.9K +$19.6K 2 0.01% New
894
EPIME
Evelyn Partners Investment Management (Europe)
$20.6K +$21.1K 1 0.01% New
895
SouthState Corp
SouthState Corp
Florida
$20.1K $0 1 0% Maintained
896
T
Tidemark
California
$20.1K +$9.65K 1 0.01% Increased
897
LIS
Legacy Investment Solutions
Idaho
$19.5K $0 1 0.01% Maintained
898
LWMI
Legacy Wealth Management (Idaho)
Idaho
$19.5K $0 1 0.01% Maintained
899
MCM
MV Capital Management
Maryland
$19.4K +$11.7K 1 0% Increased
900
RCM
Raleigh Capital Management
North Carolina
$19.1K $0 1 0.01% Maintained