← 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
FDW
Fourth Dimension Wealth
Ohio
$35K +$17.5K 1 0.01% Increased
1102
NSG
Nalls Sherbakoff Group
Tennessee
$35K +$23.4K 1 0.03% New
1103
PFSC
Peoples Financial Services Corp
Pennsylvania
$35K $0 1 0.02% Maintained
1104
FGC
Financial Gravity Companies
Texas
$34.3K +$22.9K 1 0.01% New
1105
GEA
Glen Eagle Advisors
New Jersey
$34K -$2.34K 1 0.01% Reduced
1106
CSB
City State Bank
Iowa
$33.3K +$22.2K 1 0.01% New
1107
MMCM
Murphy & Mullick Capital Management
New York
$32.1K +$4.68K 1 0.03% Increased
1108
Union Bancaire Privee
Union Bancaire Privee
Switzerland
$31.7K +$24.5K 1 0% New
1109
SWP
SIMA Wealth Partners
Virginia
$30.5K $0 1 0.02% Maintained
1110
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$30.1K +$20.1K 1 0% New
1111
EWP
Elevation Wealth Partners
California
$29.8K -$3.04K 1 0.01% Reduced
1112
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$29.8K -$2.1K 1 0% Reduced
1113
T
Tidemark
California
$29.4K +$701 1 0.01% Increased
1114
EPIME
Evelyn Partners Investment Management (Europe)
$29.1K $0 1 0.01% Maintained
1115
FIM
FWL Investment Management
Texas
$28K $0 1 0.01% Maintained
1116
SRCM
Signature Resources Capital Management
California
$25.6K $0 1 0.02% Maintained
1117
ADL
Asset Dedication LLC
California
$24.5K +$234 1 0% Increased
1118
BI
Binnacle Investments
Iowa
$22.8K $0 1 0.01% Maintained
1119
CWM
Centricity Wealth Management
Ohio
$22.8K $0 1 0.02% Maintained
1120
MFT
Moisand Fitzgerald Tamayo
Florida
$22.8K -$1.17K 1 0% Reduced
1121
PPA
Painted Porch Advisors
California
$21.7K $0 1 0.01% Maintained
1122
SO
Sierra Ocean
California
$21.4K +$11.5K 1 0.02% Increased
1123
TIM
Total Investment Management
Arizona
$21K +$14K 1 0% New
1124
DIP
DT Investment Partners
Pennsylvania
$20.7K $0 1 0% Maintained
1125
EPIMS
Evelyn Partners Investment Management Services
$20.7K -$29.2K 1 0% Reduced