← 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
1026	WW Winnow Wealth Waco, Texas	$781	+$1.01K	1	0%	New
1027	BLC Brown, Lisle/Cummings Providence, Rhode Island	$745	$0	1	0%	Maintained
1028	CIR Clear Investment Research Alpharetta, Georgia	$745	$0	1	0%	Maintained
1029	DP Denver PWM Denver, Colorado	$745	+$762	1	0%	New
1030	ECM Estabrook Capital Management New York	$745	$0	1	0%	Maintained
1031	PEAK6 Chicago, Illinois	$712	+$762	1	0%	New
1032	API Asset Planning Inc Cypress, California	$497	+$508	1	0%	New
1033	GFPC Global Financial Private Client Sarasota, Florida	$497	+$508	1	0%	New
1034	JFG JDM Financial Group Austin, Texas	$497	$0	1	0%	Maintained
1035	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$497	+$508	1	0%	New
1036	MAM Marquette Asset Management Minneapolis, Minnesota	$497	$0	1	0%	Maintained
1037	SL Salomon & Ludwin Richmond, Virginia	$497	$0	1	0%	Maintained
1038	PA Pineridge Advisors St. Charles, Missouri	$449	+$508	1	0%	New
1039	SAM Synergy Asset Management Vancouver, Washington	$356	+$508	1	0%	New
1040	DWA Delos Wealth Advisors Dallas, Texas	$249	$0	1	0%	Maintained
1041	MCF Advisors Covington, Kentucky	$249	$0	1	0%	Maintained
1042	WA Whipplewood Advisors Littleton, Colorado	$248	+$254	1	0%	New
1043	AWM Abound Wealth Management Franklin, Tennessee	$117	-$19K	0	–	Closed
1044	AGA Accuvest Global Advisors Provo, Utah	$0	-$420K	0	–	Closed
1045	AA Alta Advisers London, United Kingdom	$0	-$89.1K	0	–	Closed
1046	APC Aspire Private Capital Cornelius, North Carolina	$0	-$713	0	–	Closed
1047	ACM Aster Capital Management Dubai, United Arab Emirates	$0	-$29.8K	0	–	Closed
1048	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$0	-$17.8K	0	–	Closed
1049	BWP Baldwin Wealth Partners Marion, Massachusetts	$0	-$7.13K	0	–	Closed
1050	Birch Hill Investment Advisors Boston, Massachusetts	$0	-$820K	0	–	Closed