← 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
GWP
Gen-Wealth Partners
Michigan
$1.05K +$1.18K 1 0% New
1202
GGI
Godsey & Gibb Inc
Virginia
$1.05K $0 1 0% Maintained
1203
MEG
Millstone Evans Group
Colorado
$1.05K $0 1 0% Maintained
1204
NL
NorthAvenue LLC
Ohio
$1.05K -$394 1 0% Reduced
1205
HBW
Hazlett, Burt & Watson
West Virginia
$1K $0 1 0% Maintained
1206
RBC
Roble Belko & Company
Pennsylvania
$1K $0 1 0% Maintained
1207
HFS
Hughes Financial Services
Virginia
$944 -$1.5K 2 0% Reduced
1208
TCM
Tradewinds Capital Management
Washington
$874 -$5.71K 1 0% Reduced
1209
FHC
First Horizon Corporation
Tennessee
$873 -$1.18K 1 0% Reduced
1210
LI
LRI Investments
Florida
$873 +$591 1 0% Increased
1211
MCA
McGuire Capital Advisors
Oklahoma
$873 $0 1 0% Maintained
1212
SIM
Synergy Investment Management
Florida
$873 +$984 1 0% New
1213
WTA
Washington Trust Advisors
Massachusetts
$873 -$787 1 0% Reduced
1214
IPS
Investors Portfolio Services
Washington
$825 +$745 2 0% New
1215
IAAG
Innovative Asset Advisors Group
Connecticut
$698 +$787 1 0% New
1216
SWIM
Smallwood Wealth Investment Management
New Jersey
$698 $0 1 0% Maintained
1217
1CP
1015 Capital Partners
Pennsylvania
$524 -$787 1 0% Reduced
1218
BIM
Breakwater Investment Management
Washington
$524 +$591 1 0% New
1219
CIR
Clear Investment Research
Georgia
$524 +$591 1 0% New
1220
DCM
Davis Capital Management
Florida
$524 +$591 1 0% New
1221
DF
DecisionPoint Financial
Arizona
$524 $0 1 0% Maintained
1222
HIA
HFM Investment Advisors
New Jersey
$524 $0 1 0% Maintained
1223
IWM
IMG Wealth Management
Florida
$524 -$7.09K 1 0% Reduced
1224
SA
Seneschal Advisors
Washington
$350 $0 1 0% Maintained
1225
API
Asset Planning Inc
California
$349 $0 1 0% Maintained