← 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
1076
TWD
True Wealth Design
Ohio
$2.74K -$523 2 0% Reduced
1077
VNA
Valley National Advisers
Pennsylvania
$2.62K -$2.17K 2 0% Reduced
1078
BL
BFSG LLC
California
$2.49K +$3.07K 1 0% New
1079
BFPW
BOK Financial Private Wealth
Colorado
$2.49K +$3.07K 1 0% New
1080
MAM
Marquette Asset Management
Minnesota
$2.49K -$2.17K 1 0% Reduced
1081
1IA
1620 Investment Advisors
Massachusetts
$2.48K $0 1 0% Maintained
1082
ATC
Adirondack Trust Company
New York
$2.48K $0 1 0% Maintained
1083
KFI
Key Financial Inc
Pennsylvania
$2.48K -$9.03K 1 0% Reduced
1084
RWS
Retirement Wealth Solutions
Wisconsin
$2.34K -$2.17K 1 0% Reduced
1085
PS
Planning Strategies
Pennsylvania
$2.34K +$2.89K 1 0% New
1086
PWA
Principia Wealth Advisory
Texas
$2.34K $0 1 0% Maintained
1087
MB
MidFirst Bank
Oklahoma
$2.19K +$1.44K 1 0% Increased
1088
Q1WB
Quest 10 Wealth Builders
Virginia
$2.19K $0 1 0% Maintained
1089
SouthState Corp
SouthState Corp
Florida
$2.19K -$2.53K 1 0% Reduced
1090
CAM
Chesapeake Asset Management
New York
$2.19K $0 1 0% Maintained
1091
CWP
Concord Wealth Partners
Virginia
$2.05K +$2.53K 1 0% New
1092
CA
Centerpoint Advisors
Massachusetts
$2K $0 1 0% Maintained
1093
DPW
DiNuzzo Private Wealth
Pennsylvania
$1.9K $0 1 0% Maintained
1094
IBOK
Independence Bank of Kentucky
Kentucky
$1.9K $0 1 0% Maintained
1095
NL
NVWM LLC
Pennsylvania
$1.9K -$2.35K 1 0% Reduced
1096
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$1.9K $0 1 0% Maintained
1097
SIM
Synergy Investment Management
Florida
$1.76K +$1.08K 1 0% Increased
1098
ACA
American Capital Advisory
Idaho
$1.75K -$361 1 0% Reduced
1099
CWP
Clark Wealth Partners
Illinois
$1.75K -$4.51K 1 0% Reduced
1100
DFA
DHJJ Financial Advisors
Illinois
$1.75K $0 1 0% Maintained