← 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
951
APFP
Action Point Financial Planning
Michigan
$17.8K +$22.4K 2 0% New
952
SWAG
Spectrum Wealth Advisory Group
California
$17K +$20.9K 1 0% New
953
PAMS
Pinpoint Asset Management (Singapore)
$16.2K +$24.1K 1 0% New
954
JSAM
J. Safra Asset Management
New York
$15.5K +$16.2K 1 0% Increased
955
PIP
Philadelphia Investment Partners
New Jersey
$15.3K -$181 1 0.01% Reduced
956
C
Covestor
United Kingdom
$15K +$3.25K 2 0.01% Increased
957
CTA
Colonial Trust Advisors
South Carolina
$14.8K -$9.03K 1 0% Reduced
958
PFSC
Peoples Financial Services Corp
Pennsylvania
$14.6K $0 1 0.01% Maintained
959
DSC
Duncker Streett & Co
Missouri
$14.5K +$10.8K 1 0% Increased
960
FC
Financial Consulate
Maryland
$14K -$5.96K 1 0% Reduced
961
EP
Essential Partners
California
$13.9K -$44.3K 3 0.01% Reduced
962
FUBT
First United Bank & Trust
Maryland
$13.2K $0 1 0% Maintained
963
BWM
Bullock Wealth Management
Indiana
$12.7K $0 1 0.01% Maintained
964
CCC
Chelsea Counsel Company
California
$12.4K $0 1 0.01% Maintained
965
AWM
Aberdeen Wealth Management
Illinois
$12.4K +$15.3K 1 0.01% New
966
STB
S&T Bank
Pennsylvania
$12.3K -$18.4K 1 0% Reduced
967
T
Tidemark
California
$12.3K -$361 1 0% Reduced
968
BIA
Bell Investment Advisors
California
$12.1K -$2.53K 1 0% Reduced
969
1L
10Elms LLP
Oklahoma
$11.7K $0 1 0.01% Maintained
970
EWM
Evolution Wealth Management
Florida
$11.4K $0 1 0.01% Maintained
971
WAG
Wilkerson Advisory Group
Missouri
$11.4K +$542 1 0% Increased
972
SRCM
Signature Resources Capital Management
California
$11.1K $0 1 0% Maintained
973
AF
Abound Financial
California
$11K $0 1 0% Maintained
974
HNB
Hilltop National Bank
Wyoming
$10.2K $0 1 0% Maintained
975
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$10.2K $0 1 0% Maintained