← 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
1326
1IA
1620 Investment Advisors
Massachusetts
$5.74K $0 1 0% Maintained
1327
ATC
Adirondack Trust Company
New York
$5.74K +$5.76K 1 0% New
1328
CWP
Clark Wealth Partners
Illinois
$5.65K +$8.48K 1 0% New
1329
HFS
Hughes Financial Services
Virginia
$5.41K +$678 1 0% Increased
1330
ACM
Accent Capital Management
Ohio
$5.4K +$5.42K 1 0% New
1331
HHGA
Halbert Hargrove Global Advisors
California
$5.4K +$5.42K 1 0% New
1332
QWM
Quaker Wealth Management
New Jersey
$5.4K $0 1 0% Maintained
1333
WWA
Wealth Watch Advisors
Colorado
$5.4K +$5.42K 1 0% New
1334
TWD
True Wealth Design
Ohio
$5.06K +$678 1 0% Increased
1335
CAM
Chesapeake Asset Management
New York
$5.06K $0 1 0% Maintained
1336
NEWAS
N.E.W. Advisory Services
Wisconsin
$5.06K +$1.7K 1 0% Increased
1337
WTA
Washington Trust Advisors
Massachusetts
$5.05K $0 1 0% Maintained
1338
DPW
DiNuzzo Private Wealth
Pennsylvania
$4.57K +$339 1 0% Increased
1339
HNW
High Note Wealth
Minnesota
$4.39K +$4.41K 1 0% New
1340
IBOK
Independence Bank of Kentucky
Kentucky
$4.39K $0 1 0% Maintained
1341
Wolverine Asset Management
Wolverine Asset Management
Illinois
$4.07K $0 1 0% Maintained
1342
IWM
IMG Wealth Management
Florida
$4.05K -$3.39K 1 0% Reduced
1343
MIM
Manitou Investment Management
Ontario, Canada
$4.05K +$4.07K 1 0% New
1344
WW
Winnow Wealth
Texas
$3.72K +$3.73K 1 0% New
1345
BHWM
Bay Harbor Wealth Management
Maryland
$3.71K +$1.36K 1 0% Increased
1346
FHC
First Horizon Corporation
Tennessee
$3.71K +$3.73K 1 0% New
1347
PWA
Principia Wealth Advisory
Texas
$3.71K $0 1 0% Maintained
1348
WOC
West Oak Capital
California
$3.4K +$1.38K 1 0% New
1349
EPW
Evergreen Private Wealth
Colorado
$3.38K +$678 1 0% Increased
1350
JSAM
J. Safra Asset Management
New York
$3.38K +$3.39K 1 0% New