← 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
1201
CWM
CarsonAllaria Wealth Management
Illinois
$7.01K $0 1 0% Maintained
1202
PC
Promus Capital
Illinois
$7.01K $0 1 0% Maintained
1203
BAM
Bellevue Asset Management
Washington
$7.01K $0 1 0% Maintained
1204
PPC
Park Place Capital
Alabama
$6.71K -$8.42K 1 0% Reduced
1205
PWMG
Prestige Wealth Management Group
New Jersey
$6.66K $0 1 0% Maintained
1206
CA
Centerpoint Advisors
Massachusetts
$6K $0 1 0% Maintained
1207
1IA
1620 Investment Advisors
Massachusetts
$5.96K $0 1 0% Maintained
1208
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$5.96K +$2.81K 1 0% Increased
1209
TCOT
Trust Company of Toledo
Ohio
$5.96K +$3.97K 1 0% New
1210
QWM
Quaker Wealth Management
New Jersey
$5.61K +$3.74K 1 0% New
1211
RAM
Riggs Asset Management
Pennsylvania
$5.61K +$234 1 0% Increased
1212
CAM
Chesapeake Asset Management
New York
$5.26K -$4.68K 1 0% Reduced
1213
WTA
Washington Trust Advisors
Massachusetts
$5.25K +$234 1 0% Increased
1214
OP
ORG Partners
Indiana
$5.03K +$3.51K 1 0% New
1215
CIAS
CBIZ Investment Advisory Services
Ohio
$4.91K -$701 1 0% Reduced
1216
DPW
DiNuzzo Private Wealth
Pennsylvania
$4.91K +$468 1 0% Increased
1217
RA
Rise Advisors
New York
$4.91K +$2.34K 1 0% Increased
1218
TWD
True Wealth Design
Ohio
$4.56K +$2.34K 1 0% Increased
1219
IBOK
Independence Bank of Kentucky
Kentucky
$4.56K $0 1 0% Maintained
1220
KSB
Kennebec Savings Bank
Maine
$4.56K $0 1 0% Maintained
1221
HFS
Hughes Financial Services
Virginia
$4.55K -$1.64K 1 0% Reduced
1222
NS
NBC Securities
Alabama
$4K -$1.4K 1 0% Reduced
1223
PWA
Principia Wealth Advisory
Texas
$3.85K +$1.87K 1 0% Increased
1224
TC
Truvestments Capital
Florida
$3.85K $0 1 0% Maintained
1225
ACA
American Capital Advisory
Idaho
$3.5K +$234 1 0% Increased