← 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
AT
Arlington Trust
Alabama
$2.78K -$542 1 0% Reduced
1077
True Wealth Design
True Wealth Design
Ohio
$2.74K -$523 2 0% Reduced
1078
Valley National Advisers
Valley National Advisers
Pennsylvania
$2.62K -$2.17K 2 0% Reduced
1079
BFSG LLC
BFSG LLC
California
$2.49K +$3.07K 1 0% New
1080
BOK Financial Private Wealth
BOK Financial Private Wealth
Colorado
$2.49K +$3.07K 1 0% New
1081
Marquette Asset Management
Marquette Asset Management
Minnesota
$2.49K -$2.17K 1 0% Reduced
1082
1620 Investment Advisors
1620 Investment Advisors
Massachusetts
$2.48K $0 1 0% Maintained
1083
Adirondack Trust Company
Adirondack Trust Company
New York
$2.48K $0 1 0% Maintained
1084
Key Financial Inc
Key Financial Inc
Pennsylvania
$2.48K -$9.03K 1 0% Reduced
1085
Retirement Wealth Solutions
Retirement Wealth Solutions
Wisconsin
$2.34K -$2.17K 1 0% Reduced
1086
Planning Strategies
Planning Strategies
Pennsylvania
$2.34K +$2.89K 1 0% New
1087
Principia Wealth Advisory
Principia Wealth Advisory
Texas
$2.34K $0 1 0% Maintained
1088
MidFirst Bank
MidFirst Bank
Oklahoma
$2.19K +$1.44K 1 0% Increased
1089
Quest 10 Wealth Builders
Quest 10 Wealth Builders
Virginia
$2.19K $0 1 0% Maintained
1090
SouthState Corp
SouthState Corp
Florida
$2.19K -$2.53K 1 0% Reduced
1091
Chesapeake Asset Management
Chesapeake Asset Management
New York
$2.19K $0 1 0% Maintained
1092
Concord Wealth Partners
Concord Wealth Partners
Virginia
$2.05K +$2.53K 1 0% New
1093
Centerpoint Advisors
Centerpoint Advisors
Massachusetts
$2K $0 1 0% Maintained
1094
DiNuzzo Private Wealth
DiNuzzo Private Wealth
Pennsylvania
$1.9K $0 1 0% Maintained
1095
IBOK
Independence Bank of Kentucky
Kentucky
$1.9K $0 1 0% Maintained
1096
NVWM LLC
NVWM LLC
Pennsylvania
$1.9K -$2.35K 1 0% Reduced
1097
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$1.9K $0 1 0% Maintained
1098
SIM
Synergy Investment Management
Florida
$1.76K +$1.08K 1 0% Increased
1099
American Capital Advisory
American Capital Advisory
Idaho
$1.76K -$361 1 0% Reduced
1100
Clark Wealth Partners
Clark Wealth Partners
Illinois
$1.76K -$4.51K 1 0% Reduced