← 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
RBC
Roble Belko & Company
Pennsylvania
$4K $0 1 0% Maintained
902
RA
Rise Advisors
New York
$3.98K -$6.3K 1 0% Reduced
903
FFA
Frazier Financial Advisors
Ohio
$3.71K +$2.52K 1 0% New
904
IBOK
Independence Bank of Kentucky
Kentucky
$3.45K +$2.34K 1 0% New
905
CP
Castleview Partners
Texas
$3.18K $0 1 0% Maintained
906
DSC
Duncker Streett & Co
Missouri
$3.18K $0 1 0% Maintained
907
TC
Truvestments Capital
Florida
$2.92K $0 1 0% Maintained
908
BHWM
Beaird Harris Wealth Management
Texas
$2.65K -$9K 1 0% Reduced
909
SIC
SJS Investment Consulting
Ohio
$2.65K -$180 1 0% Reduced
910
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.65K -$1.62K 1 0% Reduced
911
CFS
CGC Financial Services
Oregon
$2.65K $0 1 0% Maintained
912
GWP
Gen-Wealth Partners
Michigan
$2.65K +$1.8K 1 0% New
913
NIC
Northwest Investment Counselors
Oregon
$2.65K +$1.8K 1 0% New
914
PCWA
Pacific Capital Wealth Advisors
California
$2.65K $0 1 0% Maintained
915
EPW
Evergreen Private Wealth
Colorado
$2.12K $0 1 0% Maintained
916
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$2.12K $0 1 0% Maintained
917
FFWA
FRG Family Wealth Advisors
Washington
$2.04K +$1.8K 1 0% New
918
HBW
Hazlett, Burt & Watson
West Virginia
$2K $0 1 0% Maintained
919
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$1.96K $0 1 0% Maintained
920
W
WealthCollab
Washington
$1.86K $0 1 0% Maintained
921
DPW
DiNuzzo Private Wealth
Pennsylvania
$1.59K $0 1 0% Maintained
922
RFA
Register Financial Advisors
Georgia
$1.59K +$1.08K 1 0% New
923
AWM
Abound Wealth Management
Tennessee
$1.33K +$540 1 0% Increased
924
CPA
Clear Point Advisors
New York
$1.33K $0 1 0% Maintained
925
GGI
Godsey & Gibb Inc
Virginia
$1.33K $0 1 0% Maintained