← 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
926
SWM
Sanctuary Wealth Management
Idaho
$12.7K -$13.5K 1 0.01% Reduced
927
GPFA
Game Plan Financial Advisors
Ohio
$12.5K +$12.7K 1 0.01% New
928
MFC
Mechanics Financial Corp
Ohio
$12.4K $0 1 0.01% Maintained
929
PSFG
Park Square Financial Group
Georgia
$12.4K +$12.7K 1 0.01% New
930
PGAM
Princeton Global Asset Management
New Jersey
$12.4K -$12.7K 1 0% Reduced
931
QPBE
Quintet Private Bank (Europe)
Luxembourg
$12.4K -$3.05K 1 0% Reduced
932
VFM
Vision Financial Markets
Connecticut
$12.4K +$12.7K 1 0.01% New
933
SSB
Sandy Spring Bank
Maryland
$11.9K $0 1 0% Maintained
934
FFO
Fortitude Family Office
Arizona
$11.9K +$8.12K 1 0% Increased
935
OC
Oarsman Capital
Wisconsin
$11.9K +$1.01K 2 0% Increased
936
VWA
Valued Wealth Advisors
Utah
$11.4K $0 1 0.01% Maintained
937
DJSG
D.J. St. Germain
Massachusetts
$11.2K $0 1 0% Maintained
938
GF Fund Management
GF Fund Management
China
$11.2K +$11.4K 1 0% New
939
HNB
Hilltop National Bank
Wyoming
$11.2K +$6.35K 1 0% Increased
940
JWA
JFS Wealth Advisors
Pennsylvania
$10.7K +$2.29K 1 0% Increased
941
TCG
Transcendent Capital Group
Oklahoma
$10.4K $0 1 0.01% Maintained
942
CYG
Clean Yield Group
Vermont
$9.93K $0 1 0% Maintained
943
HFM
Hartford Financial Management
Connecticut
$9.93K $0 1 0% Maintained
944
PS
PayPay Securities
Japan
$9.93K +$8.63K 1 0.43% Increased
945
FMP
Financial Management Professionals
Texas
$9.68K -$30.5K 1 0% Reduced
946
Bessemer Group
Bessemer Group
New Jersey
$9K $0 1 0% Maintained
947
ZRP
Zynergy Retirement Planning
New Jersey
$8.91K $0 1 0.01% Maintained
948
FS
Financially Speaking
Colorado
$8.69K +$8.88K 1 0.01% New
949
FF
Friedenthal Financial
New Jersey
$8.69K +$7.62K 1 0.01% Increased
950
GJIA
Glass Jacobson Investment Advisors
Maryland
$8.69K $0 1 0% Maintained