← 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
1101
CCMI
Creative Capital Management Investments
California
$1.75K +$2.17K 1 0% New
1102
MIM
Manitou Investment Management
Ontario, Canada
$1.75K $0 1 0% Maintained
1103
SN
Sittner & Nelson
Oregon
$1.61K -$3.61K 1 0% Reduced
1104
BCH
Berkshire Capital Holdings
California
$1.46K $0 1 0% Maintained
1105
CRI
Commonwealth Retirement Investments
Virginia
$1.46K +$1.8K 1 0% New
1106
DF
Downshift Financial
Colorado
$1.46K +$1.8K 1 0% New
1107
KCM
Key Capital Management
Tennessee
$1.46K +$1.8K 1 0% New
1108
SNBOSCI
Security National Bank of Sioux City Iowa
Iowa
$1.46K +$1.8K 1 0% New
1109
TFM
TFC Financial Management
Massachusetts
$1.46K -$1.08K 1 0% Reduced
1110
VWA
VSM Wealth Advisory
Maryland
$1.46K +$1.8K 1 0% New
1111
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$1.33K +$1.63K 1 0% New
1112
GBT
Grove Bank & Trust
Florida
$1.32K -$2.89K 1 0% Reduced
1113
KB
Kimelman & Baird
New York
$1.32K $0 1 0% Maintained
1114
BLC
Brown, Lisle/Cummings
Rhode Island
$1.22K $0 1 0% Maintained
1115
YAL
Your Advocates Ltd
Texas
$1.17K $0 1 0% Maintained
1116
DF
Dunhill Financial
United Kingdom
$1.12K +$181 1 0% Increased
1117
GIA
GHP Investment Advisors
Colorado
$1.02K -$4.51K 1 0% Reduced
1118
HIA
HFM Investment Advisors
New Jersey
$1.02K +$722 1 0% Increased
1119
1CP
1015 Capital Partners
Pennsylvania
$1.02K +$722 1 0% Increased
1120
CAIM
Catherine Avery Investment Management
Florida
$1.02K +$1.26K 1 0% New
1121
DCM
Davis Capital Management
Florida
$1.02K +$722 1 0% Increased
1122
WTA
Washington Trust Advisors
Massachusetts
$1.02K +$361 1 0% Increased
1123
WestEnd Advisors
WestEnd Advisors
North Carolina
$1.02K $0 1 0% Maintained
1124
WBWA
William B. Walkup & Associates
South Carolina
$1.02K $0 1 0% Maintained
1125
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$1K +$722 1 0% New