← 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
ACM
Accent Capital Management
Ohio
$3.62K $0 1 0% Maintained
1252
CAM
Chesapeake Asset Management
New York
$3.39K $0 1 0% Maintained
1253
DPW
DiNuzzo Private Wealth
Pennsylvania
$3.17K -$298 1 0% Reduced
1254
TWD
True Wealth Design
Ohio
$3.17K -$298 1 0% Reduced
1255
HFS
Hughes Financial Services
Virginia
$2.94K -$1.19K 1 0% Reduced
1256
Highbridge Capital Management
Highbridge Capital Management
New York
$2.86K +$4.47K 1 0% New
1257
FNWA
Financial Network Wealth Advisors
Utah
$2.71K +$3.58K 1 0% New
1258
JWM
Jessup Wealth Management
Ohio
$2.71K +$3.58K 1 0% New
1259
MIM
Manitou Investment Management
Ontario, Canada
$2.71K $0 1 0% Maintained
1260
MWPCG
Measured Wealth Private Client Group
New Hampshire
$2.71K +$3.58K 1 0% New
1261
PWA
Principia Wealth Advisory
Texas
$2.71K +$298 1 0% Increased
1262
ACA
American Capital Advisory
Idaho
$2.49K +$596 1 0% Increased
1263
FHC
First Horizon Corporation
Tennessee
$2.49K $0 1 0% Maintained
1264
TFA
Transamerica Financial Advisors
Florida
$2.49K +$596 1 0% Increased
1265
WWA
Wealth Watch Advisors
Colorado
$2.49K -$1.49K 1 0% Reduced
1266
BFS
Bare Financial Services
Pennsylvania
$2.49K +$1.79K 1 0% Increased
1267
BHWM
Bay Harbor Wealth Management
Maryland
$2.49K $0 1 0% Maintained
1268
BCH
Berkshire Capital Holdings
California
$2.26K -$11.6M 1 0% Reduced
1269
CRI
Commonwealth Retirement Investments
Virginia
$2.26K +$2.98K 1 0% New
1270
JSAM
J. Safra Asset Management
New York
$2.26K $0 1 0% Maintained
1271
LWM
Lodestone Wealth Management
Washington
$2.26K +$2.98K 1 0% New
1272
OC
Optima Capital
Oregon
$2.26K +$2.98K 1 0% New
1273
YP
YANKCOM Partnership
South Dakota
$2.26K +$2.98K 1 0% New
1274
WTA
Washington Trust Advisors
Massachusetts
$2.09K -$1.79K 1 0% Reduced
1275
Q1WB
Quest 10 Wealth Builders
Virginia
$2.08K +$2.68K 1 0% New