← 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
RJA
Ross\Johnson & Associates
Minnesota
$226 $0 1 0% Maintained
1327
WETS
Wealth Enhancement Trust Services
South Dakota
$226 +$298 1 0% New
1328
TBFA
Three Bearings Fiduciary Advisors
New Hampshire
$195 +$298 1 0% New
1329
AF
Align Financial
Minnesota
$40 +$884 1 0% New
1330
OWP
ORG Wealth Partners
Texas
$40 -$180K 1 0% Reduced
1331
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions
$0 -$4.62M 0 – Closed
1332
AWC
Abundance Wealth Counselors
Pennsylvania
$0 -$251K 0 – Closed
1333
AFAS
Acorn Financial Advisory Services
Virginia
$0 -$259K 0 – Closed
1334
AO
Advisor OS
Illinois
$0 -$219K 0 – Closed
1335
APC
Alta Park Capital
California
$0 -$13.8M 0 – Closed
1336
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$0 -$38.3M 0 – Closed
1337
Americana Partners
Americana Partners
Texas
$0 -$313K 0 – Closed
1338
Andra AP-fonden
Andra AP-fonden
Sweden
$0 -$3.88M 0 – Closed
1339
Aquatic Capital Management
Aquatic Capital Management
Illinois
$0 -$59.6M 0 – Closed
1340
AWA
Arete Wealth Advisors
Illinois
$0 -$1.71M 0 – Closed
1341
AFM
Armstrong Fleming & Moore
District of Columbia
$0 -$432K 0 – Closed
1342
AEPWM
Atlantic Edge Private Wealth Management
Florida
$0 -$220K 0 – Closed
1343
Atreides Management
Atreides Management
Massachusetts
$0 -$1.68M 0 – Closed
1344
Avantax Planning Partners
Avantax Planning Partners
Iowa
$0 -$278K 0 – Closed
1345
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$0 -$467K 0 – Closed
1346
Axiom Investors
Axiom Investors
Connecticut
$0 -$2.49M 0 – Closed
1347
BHWM
Beaird Harris Wealth Management
Texas
$0 -$213 0 – Closed
1348
BFWA
Benchmark Financial Wealth Advisors
Florida
$0 -$209K 0 – Closed
1349
BCM
Berbice Capital Management
New York
$0 -$70.9K 0 – Closed
1350
BAM
Berkshire Asset Management
Pennsylvania
$0 -$230K 0 – Closed