← 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
1126
HBW
Hazlett, Burt & Watson
West Virginia
$1K $0 1 0% Maintained
1127
RBC
Roble Belko & Company
Pennsylvania
$1K $0 1 0% Maintained
1128
ADL
Asset Dedication LLC
California
$878 $0 1 0% Maintained
1129
GGI
Godsey & Gibb Inc
Virginia
$878 $0 1 0% Maintained
1130
NL
NorthAvenue LLC
Ohio
$878 $0 1 0% Maintained
1131
BFS
Bare Financial Services
Pennsylvania
$877 $0 1 0% Maintained
1132
GWP
Gen-Wealth Partners
Michigan
$877 $0 1 0% Maintained
1133
MEG
Millstone Evans Group
Colorado
$877 $0 1 0% Maintained
1134
LI
LRI Investments
Florida
$731 $0 1 0% Maintained
1135
MCA
McGuire Capital Advisors
Oklahoma
$731 $0 1 0% Maintained
1136
M
MOTCO
Texas
$731 +$903 1 0% New
1137
PWA
Provenance Wealth Advisors
Florida
$731 +$903 1 0% New
1138
HFS
Hughes Financial Services
Virginia
$585 -$252 1 0% Reduced
1139
SFCL
Strengthening Families & Communities LLC
Massachusetts
$585 +$722 1 0% New
1140
SWIM
Smallwood Wealth Investment Management
New Jersey
$584 $0 1 0% Maintained
1141
DF
DecisionPoint Financial
Arizona
$478 $0 1 0% Maintained
1142
BIM
Breakwater Investment Management
Washington
$439 $0 1 0% Maintained
1143
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$439 -$2.8M 1 0% Reduced
1144
WA
Westfuller Advisors
New York
$439 -$15.2K 1 0% Reduced
1145
SA
Seneschal Advisors
Washington
$293 $0 1 0% Maintained
1146
API
Asset Planning Inc
California
$292 $0 1 0% Maintained
1147
BC
Burnham & Co
Michigan
$292 +$361 1 0% New
1148
SFG
Strive Financial Group
Indiana
$292 +$361 1 0% New
1149
SFS
Sunrise Financial Services
Washington
$292 $0 1 0% Maintained
1150
UCB
United Community Bank
South Carolina
$292 $0 1 0% Maintained
44 45
46
47 48