← 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
HBW
Hazlett, Burt & Watson
West Virginia
$1K $0 1 0% Maintained
1302
RBC
Roble Belko & Company
Pennsylvania
$1K -$7.45K 1 0% Reduced
1303
MWM
Mascoma Wealth Management
New Hampshire
$905 +$1.19K 1 0% New
1304
SWIM
Smallwood Wealth Investment Management
New Jersey
$904 $0 1 0% Maintained
1305
CT
Colonial Trust
South Carolina
$767 -$298 1 0% Reduced
1306
DF
DecisionPoint Financial
Arizona
$679 $0 1 0% Maintained
1307
HIA
HFM Investment Advisors
New Jersey
$679 $0 1 0% Maintained
1308
AT
Arlington Trust
Alabama
$678 -$171K 1 0% Reduced
1309
YAL
Your Advocates Ltd
Texas
$678 +$894 1 0% New
1310
SFG
Strive Financial Group
Indiana
$653 +$1.04K 2 0% New
1311
KG
Kilter Group
New York
$453 -$2.09K 1 0% Reduced
1312
MAM
Marquette Asset Management
Minnesota
$453 -$5.07K 1 0% Reduced
1313
SA
Seneschal Advisors
Washington
$453 $0 1 0% Maintained
1314
API
Asset Planning Inc
California
$452 $0 1 0% Maintained
1315
LI
LRI Investments
Florida
$452 +$596 1 0% New
1316
PB
Prosperity Bancshares
Texas
$452 +$596 1 0% New
1317
SFS
Sunrise Financial Services
Washington
$452 +$596 1 0% New
1318
TCM
TD Capital Management
Tennessee
$452 $0 1 0% Maintained
1319
UCB
United Community Bank
South Carolina
$452 -$1.19K 1 0% Reduced
1320
EFMH
E Fund Management (HK)
Hong Kong
$376 -$71.2K 1 0% Reduced
1321
Chilton Capital Management
Chilton Capital Management
Texas
$227 +$298 1 0% New
1322
DWA
Delos Wealth Advisors
Texas
$227 $0 1 0% Maintained
1323
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$226 +$298 1 0% New
1324
GBT
Grove Bank & Trust
Florida
$226 +$298 1 0% New
1325
PWAM
Private Wealth Asset Management
Iowa
$226 $0 1 0% Maintained