← 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
Bellevue Asset Management
Bellevue Asset Management
Washington
$2.92K $0 1 0% Maintained
1077
AT
Arlington Trust
Alabama
$2.78K -$542 1 0% Reduced
1078
True Wealth Design
True Wealth Design
Ohio
$2.74K -$523 2 0% Reduced
1079
Valley National Advisers
Valley National Advisers
Pennsylvania
$2.62K -$2.17K 2 0% Reduced
1080
BFSG LLC
BFSG LLC
California
$2.49K +$3.07K 1 0% New
1081
BOK Financial Private Wealth
BOK Financial Private Wealth
Colorado
$2.49K +$3.07K 1 0% New
1082
Marquette Asset Management
Marquette Asset Management
Minnesota
$2.49K -$2.17K 1 0% Reduced
1083
1620 Investment Advisors
1620 Investment Advisors
Massachusetts
$2.48K $0 1 0% Maintained
1084
Adirondack Trust Company
Adirondack Trust Company
New York
$2.48K $0 1 0% Maintained
1085
Key Financial Inc
Key Financial Inc
Pennsylvania
$2.48K -$9.03K 1 0% Reduced
1086
Retirement Wealth Solutions
Retirement Wealth Solutions
Wisconsin
$2.34K -$2.17K 1 0% Reduced
1087
Planning Strategies
Planning Strategies
Pennsylvania
$2.34K +$2.89K 1 0% New
1088
Principia Wealth Advisory
Principia Wealth Advisory
Texas
$2.34K $0 1 0% Maintained
1089
MidFirst Bank
MidFirst Bank
Oklahoma
$2.19K +$1.44K 1 0% Increased
1090
Quest 10 Wealth Builders
Quest 10 Wealth Builders
Virginia
$2.19K $0 1 0% Maintained
1091
SouthState Corp
SouthState Corp
Florida
$2.19K -$2.53K 1 0% Reduced
1092
Chesapeake Asset Management
Chesapeake Asset Management
New York
$2.19K $0 1 0% Maintained
1093
Concord Wealth Partners
Concord Wealth Partners
Virginia
$2.05K +$2.53K 1 0% New
1094
Centerpoint Advisors
Centerpoint Advisors
Massachusetts
$2K $0 1 0% Maintained
1095
DiNuzzo Private Wealth
DiNuzzo Private Wealth
Pennsylvania
$1.9K $0 1 0% Maintained
1096
IBOK
Independence Bank of Kentucky
Kentucky
$1.9K $0 1 0% Maintained
1097
NVWM LLC
NVWM LLC
Pennsylvania
$1.9K -$2.35K 1 0% Reduced
1098
Vanguard National Trust
Vanguard National Trust
Pennsylvania
$1.9K $0 1 0% Maintained
1099
SIM
Synergy Investment Management
Florida
$1.76K +$1.08K 1 0% Increased
1100
American Capital Advisory
American Capital Advisory
Idaho
$1.76K -$361 1 0% Reduced