← 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
CIS
Custom Index Systems
New York
$2.92K +$3.61K 1 0% New
1077
Bellevue Asset Management
Bellevue Asset Management
Washington
$2.92K $0 1 0% Maintained
1078
AT
Arlington Trust
Alabama
$2.78K -$542 1 0% Reduced
1079
True Wealth Design
True Wealth Design
Ohio
$2.74K -$523 2 0% Reduced
1080
Valley National Advisers
Valley National Advisers
Pennsylvania
$2.62K -$2.17K 2 0% Reduced
1081
BFSG LLC
BFSG LLC
California
$2.49K +$3.07K 1 0% New
1082
BOK Financial Private Wealth
BOK Financial Private Wealth
Colorado
$2.49K +$3.07K 1 0% New
1083
Marquette Asset Management
Marquette Asset Management
Minnesota
$2.49K -$2.17K 1 0% Reduced
1084
1620 Investment Advisors
1620 Investment Advisors
Massachusetts
$2.48K $0 1 0% Maintained
1085
Adirondack Trust Company
Adirondack Trust Company
New York
$2.48K $0 1 0% Maintained
1086
Key Financial Inc
Key Financial Inc
Pennsylvania
$2.48K -$9.03K 1 0% Reduced
1087
Retirement Wealth Solutions
Retirement Wealth Solutions
Wisconsin
$2.34K -$2.17K 1 0% Reduced
1088
Planning Strategies
Planning Strategies
Pennsylvania
$2.34K +$2.89K 1 0% New
1089
Principia Wealth Advisory
Principia Wealth Advisory
Texas
$2.34K $0 1 0% Maintained
1090
MidFirst Bank
MidFirst Bank
Oklahoma
$2.19K +$1.44K 1 0% Increased
1091
Quest 10 Wealth Builders
Quest 10 Wealth Builders
Virginia
$2.19K $0 1 0% Maintained
1092
SouthState Corp
SouthState Corp
Florida
$2.19K -$2.53K 1 0% Reduced
1093
Chesapeake Asset Management
Chesapeake Asset Management
New York
$2.19K $0 1 0% Maintained
1094
Concord Wealth Partners
Concord Wealth Partners
Virginia
$2.05K +$2.53K 1 0% New
1095
Centerpoint Advisors
Centerpoint Advisors
Massachusetts
$2K $0 1 0% Maintained
1096
DiNuzzo Private Wealth
DiNuzzo Private Wealth
Pennsylvania
$1.9K $0 1 0% Maintained
1097
IBOK
Independence Bank of Kentucky
Kentucky
$1.9K $0 1 0% Maintained
1098
NVWM LLC
NVWM LLC
Pennsylvania
$1.9K -$2.35K 1 0% Reduced
1099
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$1.9K $0 1 0% Maintained
1100
SIM
Synergy Investment Management
Florida
$1.76K +$1.08K 1 0% Increased