← 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
1301
GK
Graney & King
New York
$8.44K $0 1 0.01% Maintained
1302
RA
Ransom Advisory
Rhode Island
$8.44K $0 1 0% Maintained
1303
TCOV
Trust Company of Vermont
Vermont
$8.44K $0 1 0% Maintained
1304
OP
ORG Partners
Indiana
$8.43K +$3.39K 1 0% Increased
1305
NWM
Navigoe Wealth Management
California
$8K +$8.82K 1 0.01% New
1306
GIA
GHP Investment Advisors
Colorado
$7.42K $0 1 0% Maintained
1307
RWM
Raffa Wealth Management
District of Columbia
$7.42K -$1.7K 1 0% Reduced
1308
TCOT
Trust Company of Toledo
Ohio
$7.42K +$1.7K 1 0% Increased
1309
TPBG
Turning Point Benefit Group
Maryland
$7.27K +$7.12K 1 0% New
1310
RWS
Retirement Wealth Solutions
Wisconsin
$7.09K +$7.12K 1 0% New
1311
PMFA
Plante Moran Financial Advisors
Michigan
$7.09K $0 1 0% Maintained
1312
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$7.09K +$7.12K 1 0% New
1313
Banque Transatlantique
Banque Transatlantique
France
$7.08K $0 1 0% Maintained
1314
PWMA
Pension & Wealth Management Advisors
Massachusetts
$7.05K $0 1 0% Maintained
1315
VNA
Valley National Advisers
Pennsylvania
$7K -$69.6K 2 0% Reduced
1316
ANBT
American National Bank & Trust
Texas
$6.75K +$6.78K 1 0% New
1317
PPC
Park Place Capital
Alabama
$6.75K $0 1 0% Maintained
1318
PC
Promus Capital
Illinois
$6.75K $0 1 0% Maintained
1319
RA
Rise Advisors
New York
$6.75K +$2.03K 1 0% Increased
1320
TFM
TFC Financial Management
Massachusetts
$6.75K +$4.07K 1 0% Increased
1321
BAM
Bellevue Asset Management
Washington
$6.75K $0 1 0% Maintained
1322
CA
Crewe Advisors
Utah
$6.41K +$6.44K 1 0% New
1323
MAM
Marquette Asset Management
Minnesota
$6.41K +$5.76K 1 0% Increased
1324
CA
Centerpoint Advisors
Massachusetts
$6K $0 1 0% Maintained
1325
GA
Guerra Advisors
Florida
$5.87K +$5.76K 1 0% New