← 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
1226	CW Curio Wealth Annapolis, Maryland	$349	+$394	1	0%	New
1227	SFS Sunrise Financial Services Burien, Washington	$349	$0	1	0%	Maintained
1228	TAR Trask Adam Roland	$349	+$394	1	0%	New
1229	UCB United Community Bank Greenville, South Carolina	$349	$0	1	0%	Maintained
1230	CIAS CBIZ Investment Advisory Services Independence, Ohio	$179	-$1.36K	1	0%	Reduced
1231	3FI 3 Factor Indexing Sacramento, California	$175	+$197	1	0%	New
1232	Chilton Capital Management Houston, Texas	$175	$0	1	0%	Maintained
1233	DWA Delos Wealth Advisors Dallas, Texas	$175	$0	1	0%	Maintained
1234	RJA Ross\Johnson & Associates Plymouth, Minnesota	$175	$0	1	0%	Maintained
1235	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$174	+$197	1	0%	New
1236	BH Burk Holdings Tulsa, Oklahoma	$107	+$105	1	0%	New
1237	AF Align Financial Hermantown, Minnesota	$29	-$426	1	0%	Reduced
1238	OWP ORG Wealth Partners Dallas, Texas	$29	$0	1	0%	Maintained
1239	6CM 683 Capital Management New York	$0	-$3.09M	0	–	Closed
1240	AWM Accurate Wealth Management Wesley Chapel, Florida	$0	-$550K	0	–	Closed
1241	AGA Accuvest Global Advisors Provo, Utah	$0	-$393K	0	–	Closed
1242	Adams Diversified Equity Fund Baltimore, Maryland	$0	-$3.62M	0	–	Closed
1243	Adapt Investment Managers Geneva, Switzerland	$0	-$23.7M	0	–	Closed
1244	AEGON Asset Management (UK) Edinburgh, United Kingdom	$0	-$9.45M	0	–	Closed
1245	AGF Management Toronto, Ontario, Canada	$0	-$877K	0	–	Closed
1246	AIM Aigen Investment Management New York	$0	-$233K	0	–	Closed
1247	AA AlphaCentric Advisors San Juan, Puerto Rico	$0	-$57.7K	0	–	Closed
1248	AU AlphaGrep UK London,	$0	-$273K	0	–	Closed
1249	A AlphaQuest New York	$0	-$421K	0	–	Closed
1250	ALPS Advisors Denver, Colorado	$0	-$322K	0	–	Closed