← 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
901
JMF
Johnson Midwest Financial
Iowa
$3K $0 1 0% Maintained
902
MAWCM
Mine & Arao Wealth Creation & Management
California
$3K -$10.8K 1 0% Reduced
903
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$3K +$4.07K 1 0% New
904
RDIA
RE Dickinson Investment Advisors
Iowa
$3K +$3.78K 1 0% New
905
WAS
Winch Advisory Services
Wisconsin
$3K $0 1 0% Maintained
906
YAL
Your Advocates Ltd
Texas
$3K +$6.61K 1 0% New
907
AP
Arlington Partners
Alabama
$2K +$1.75K 1 0% New
908
BA
Bellwether Advisors
Nebraska
$2K $0 1 0% Maintained
909
CFRPA
Castle Financial & Retirement Planning Associates
New Jersey
$2K +$2.91K 1 0.01% New
910
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$2K +$2.91K 1 0% New
911
C
Covestor
United Kingdom
$2K +$1.75K 1 0% New
912
DSC
Duncker Streett & Co
Missouri
$2K $0 1 0% Maintained
913
Lazard Asset Management
Lazard Asset Management
New York
$2K +$2.62K 1 0% New
914
PWMG
Prestige Wealth Management Group
New Jersey
$2K +$872 1 0% Increased
915
PFA
Professional Financial Advisors
Nebraska
$2K $0 1 0% Maintained
916
RF
Robbins Farley
New Hampshire
$2K +$1.75K 1 0% New
917
RBC
Roble Belko & Company
Pennsylvania
$2K $0 1 0% Maintained
918
TC
TAP Consulting
Missouri
$2K +$2.33K 1 0% New
919
TAM
Tucker Asset Management
Colorado
$1.8K $0 1 0% Maintained
920
RA
Rise Advisors
New York
$1.51K +$1.75K 1 0% New
921
AIM
AHL Investment Management
Florida
$1K +$1.45K 1 0% New
922
AFS
Annapolis Financial Services
Maryland
$1K $0 1 0% Maintained
923
CAL
Capital Advisors Ltd
Ohio
$1K +$582 1 0% New
924
FA
Fortis Advisors
Pennsylvania
$1K +$582 1 0% New
925
HCM
Horrell Capital Management
Arkansas
$1K -$2.91K 1 0% Reduced