← 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
1001
PCWA
Pacific Capital Wealth Advisors
California
$2.48K $0 1 0% Maintained
1002
SIC
SJS Investment Consulting
Ohio
$2.48K -$254 1 0% Reduced
1003
TC
Trust Company
Kansas
$2.48K $0 1 0% Maintained
1004
Washington Trust
Washington Trust
Rhode Island
$2.48K $0 1 0% Maintained
1005
KB
Kimelman & Baird
New York
$2.23K $0 1 0% Maintained
1006
PWM
Parkworth Wealth Management
California
$2.23K +$4.06K 1 0% New
1007
CSWM
Cassady Schiller Wealth Management
Ohio
$1.99K +$2.03K 1 0% New
1008
EPW
Evergreen Private Wealth
Colorado
$1.99K $0 1 0% Maintained
1009
TFM
TFC Financial Management
Massachusetts
$1.74K -$4.82K 1 0% Reduced
1010
W
WealthCollab
Washington
$1.74K $0 1 0% Maintained
1011
WBWA
William B. Walkup & Associates
South Carolina
$1.74K $0 1 0% Maintained
1012
GGI
Godsey & Gibb Inc
Virginia
$1.49K $0 1 0% Maintained
1013
MEG
Millstone Evans Group
Colorado
$1.49K +$1.52K 1 0% New
1014
RIL
Rothschild Investment LLC
Illinois
$1.49K $0 1 0% Maintained
1015
HC
Hurley Capital
New York
$1.35K +$1.27K 1 0% New
1016
CFS
CGC Financial Services
Oregon
$1.24K $0 1 0% Maintained
1017
CA
Continuum Advisory
Idaho
$1.24K $0 1 0% Maintained
1018
GIA
GHP Investment Advisors
Colorado
$1.24K -$15.2K 1 0% Reduced
1019
Pacer Advisors
Pacer Advisors
Pennsylvania
$1.24K -$254 1 0% Reduced
1020
PWA
Principia Wealth Advisory
Texas
$1.24K +$1.27K 1 0% New
1021
Q1WB
Quest 10 Wealth Builders
Virginia
$1.24K +$1.27K 1 0% New
1022
HCA
Heck Capital Advisors
Wisconsin
$1.24K +$1.27K 1 0% New
1023
HBW
Hazlett, Burt & Watson
West Virginia
$1K $0 1 0% Maintained
1024
HCM
Horrell Capital Management
Arkansas
$1K $0 1 0% Maintained
1025
WCM
Winthrop Capital Management
Indiana
$1K +$1.27K 1 0% New