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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
MAM
Marquette Asset Management
Minnesota
$345 $0 1 0% Maintained
1002
API
Asset Planning Inc
California
$344 $0 1 0% Maintained
1003
BFS
Bare Financial Services
Pennsylvania
$344 +$484 1 0% New
1004
MWM
MorganRosel Wealth Management
Colorado
$344 +$484 1 0% New
1005
SL
Salomon & Ludwin
Virginia
$344 $0 1 0% Maintained
1006
TCM
TD Capital Management
Tennessee
$344 +$484 1 0% New
1007
HIA
HFM Investment Advisors
New Jersey
$173 +$242 1 0% New
1008
MCF Advisors
MCF Advisors
Kentucky
$173 $0 1 0% Maintained
1009
RJA
Ross\Johnson & Associates
Minnesota
$172 +$242 1 0% New
1010
OWP
ORG Wealth Partners
Texas
$36 -$43.2K 1 0% Reduced
1011
6CM
683 Capital Management
New York
$0 -$359K 0 – Closed
1012
AWA
Aaron Wealth Advisors
Illinois
$0 -$209K 0 – Closed
1013
Achmea Investment Management
Achmea Investment Management
Netherlands
$0 -$5.09M 0 – Closed
1014
AFAS
Acorn Financial Advisory Services
Virginia
$0 -$227K 0 – Closed
1015
AIM
Aigen Investment Management
New York
$0 -$548K 0 – Closed
1016
AIP
Almanack Investment Partners
Pennsylvania
$0 -$241K 0 – Closed
1017
AIM
Anatole Investment Management
Hong Kong
$0 -$37.5M 0 – Closed
1018
AQR Arbitrage
AQR Arbitrage
Connecticut
$0 -$2.88M 0 – Closed
1019
AFM
Armstrong Fleming & Moore
District of Columbia
$0 -$233K 0 – Closed
1020
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0 -$18M 0 – Closed
1021
AFM
Aspetuck Financial Management
Connecticut
$0 -$24.3K 0 – Closed
1022
ACA
Atlas Capital Advisors
Wyoming
$0 -$7.7K 0 – Closed
1023
Avior Wealth Management
Avior Wealth Management
Nebraska
$0 -$240K 0 – Closed
1024
BFWA
Benchmark Financial Wealth Advisors
Florida
$0 -$223K 0 – Closed
1025
BAM
Berkshire Asset Management
Pennsylvania
$0 -$205K 0 – Closed