← 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
UFPG
United Financial Planning Group
New York
$8.59K +$11.3K 1 0.01% New
1202
SC
Steph & Co
Wisconsin
$8.14K -$140K 1 0% Reduced
1203
FS
Financially Speaking
Colorado
$7.92K $0 1 0.01% Maintained
1204
DRP
Decker Retirement Planning
Utah
$7.69K -$5.52M 1 0% Reduced
1205
TCM
Tradewinds Capital Management
Washington
$7.69K -$24.9K 1 0% Reduced
1206
NWM
Nova Wealth Management
Florida
$7.64K $0 1 0.01% Maintained
1207
IRC
Investors Research Corp
Georgia
$7.46K $0 1 0% Maintained
1208
IA
IFS Advisors
Kansas
$7.46K $0 1 0% Maintained
1209
GWSA
Global Wealth Strategies & Associates
Colorado
$7.24K $0 1 0% Maintained
1210
CT
Clearstead Trust
Maine
$7.01K -$4.17K 1 0% Reduced
1211
FMP
Financial Management Professionals
Texas
$7.01K -$596 1 0% Reduced
1212
PPC
Park Place Capital
Alabama
$6.78K +$2.98K 1 0% Increased
1213
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$6.78K +$2.68K 1 0% Increased
1214
WB
Webster Bank
Connecticut
$6.78K $0 1 0% Maintained
1215
TFM
TFC Financial Management
Massachusetts
$6.6K +$2.73K 2 0% Increased
1216
AG
AmeriFlex Group
Nevada
$6.56K -$8.64K 1 0% Reduced
1217
TPBG
Turning Point Benefit Group
Maryland
$6.56K +$2.38K 1 0% Increased
1218
AIC
Archer Investment Corporation
Indiana
$6.33K -$3.58K 1 0% Reduced
1219
T
Transce3nd
Texas
$6.11K $0 1 0.05% Maintained
1220
CFM
Cornerstone Financial Management
Massachusetts
$6.11K +$8.04K 1 0.01% New
1221
SA
Scarborough Advisors
Maryland
$6.11K $0 1 0% Maintained
1222
HNW
High Note Wealth
Minnesota
$5.88K +$3.87K 1 0% Increased
1223
CWP
Clark Wealth Partners
Illinois
$5.65K $0 1 0% Maintained
1224
EAM
Eukles Asset Management
Ohio
$5.65K $0 1 0% Maintained
1225
GK
Graney & King
New York
$5.65K $0 1 0% Maintained
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