← 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
1251	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$1.4K	$0	1	0%	Maintained
1252	CIR Clear Investment Research Alpharetta, Georgia	$1.05K	$0	1	0%	Maintained
1253	DF DecisionPoint Financial Mesa, Arizona	$1.01K	+$701	1	0%	New
1254	WTFG Wood Tarver Financial Group Boise, Idaho	$1K	$0	1	0%	Maintained
1255	DF Dunhill Financial London, United Kingdom	$767	+$468	1	0%	New
1256	PEAK6 Chicago, Illinois	$766	-$29.8M	1	0%	Reduced
1257	SL Salomon & Ludwin Richmond, Virginia	$709	$0	1	0%	Maintained
1258	API Asset Planning Inc Cypress, California	$701	$0	1	0%	Maintained
1259	MAM Marquette Asset Management Minneapolis, Minnesota	$701	$0	1	0%	Maintained
1260	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$701	$0	1	0%	Maintained
1261	TCM TD Capital Management Memphis, Tennessee	$701	$0	1	0%	Maintained
1262	TCA Trifecta Capital Advisors Northbrook, Illinois	$701	+$468	1	0%	New
1263	DWA Delos Wealth Advisors Dallas, Texas	$351	+$234	1	0%	New
1264	MCF Advisors Covington, Kentucky	$351	$0	1	0%	Maintained
1265	BA Bellwether Advisors Lincoln, Nebraska	$350	-$11.9K	1	0%	Reduced
1266	PWAM Private Wealth Asset Management Cedar Rapids, Iowa	$350	-$2.1K	1	0%	Reduced
1267	RJA Ross\Johnson & Associates Plymouth, Minnesota	$350	$0	1	0.01%	Maintained
1268	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$67	-$701	0	–	Closed
1269	AF Abound Financial Granite Bay, California	$0	-$13.4K	0	–	Closed
1270	Allstate Corporation Northbrook, Illinois	$0	-$879K	0	–	Closed
1271	AGM Alpine Global Management New York	$0	-$287K	0	–	Closed
1272	ANBT American National Bank & Trust Wichita Falls, Texas	$0	-$6.72K	0	–	Closed
1273	AMF Tjänstepension Stockholm, Sweden	$0	-$3.22M	0	–	Closed
1274	AGM Aragon Global Management Miami, Florida	$0	-$871K	0	–	Closed
1275	AF Atala Financial Calabasas, California	$0	-$17.2K	0	–	Closed