← 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
NSIM
North Star Investment Management
Illinois
$49.9K -$3.39K 1 0% Reduced
1202
JWM
JPL Wealth Management
Colorado
$48.6K +$48.8K 1 0.01% New
1203
FC
Financial Consulate
Maryland
$47.6K +$47.8K 1 0.01% New
1204
GF Fund Management
GF Fund Management
China
$45.2K -$82.7K 1 0% Reduced
1205
MAFA
MJT & Associates Financial Advisory
Minnesota
$45.2K +$45.4K 1 0.04% New
1206
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$43.9K $0 1 0% Maintained
1207
OIA
Optimum Investment Advisors
Illinois
$42.2K $0 1 0.02% Maintained
1208
EWP
Elevation Wealth Partners
California
$39.5K +$10.8K 1 0.01% Increased
1209
MCM
MV Capital Management
Maryland
$39.1K +$5.09K 1 0% Increased
1210
CSB
City State Bank
Iowa
$38.6K +$6.46K 2 0.01% Increased
1211
SouthState Corp
SouthState Corp
Florida
$38.5K -$13.9K 1 0% Reduced
1212
AWM
Abound Wealth Management
Tennessee
$36.8K +$28.8K 1 0.01% Increased
1213
TCM
Tradewinds Capital Management
Washington
$36.4K +$24K 2 0.01% Increased
1214
CCM
Cloud Capital Management
Washington
$36K +$36.6K 1 0.02% New
1215
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$35.4K +$35.6K 1 0% New
1216
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$35.4K $0 1 0% Maintained
1217
SL
Salomon & Ludwin
Virginia
$34.2K +$29.8K 1 0% Increased
1218
SC
Stephens Consulting
Michigan
$34.1K -$222K 1 0.01% Reduced
1219
CTA
Colonial Trust Advisors
South Carolina
$34.1K -$10.2K 1 0% Reduced
1220
PFSC
Peoples Financial Services Corp
Pennsylvania
$33.7K $0 1 0.02% Maintained
1221
C
Covestor
United Kingdom
$33K -$7.12K 1 0.02% Reduced
1222
PFG
Prosperity Financial Group
California
$32.7K +$32.9K 1 0.01% New
1223
BIA
Bell Investment Advisors
California
$32.4K -$2.71K 1 0.01% Reduced
1224
1L
10Elms LLP
Oklahoma
$31.8K +$30.7K 1 0.03% New
1225
UIC
Uniplan Investment Counsel
Wisconsin
$30.4K -$9.15K 1 0% Reduced