← 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
1351
TC
Trust Company
Kansas
$3.38K $0 1 0% Maintained
1352
ACA
American Capital Advisory
Idaho
$3.04K -$339 1 0% Reduced
1353
KG
Kilter Group
New York
$3.04K -$5.76K 1 0% Reduced
1354
KB
Kimelman & Baird
New York
$3.04K $0 1 0% Maintained
1355
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$3.04K -$2.71K 1 0% Reduced
1356
TFA
Transamerica Financial Advisors
Florida
$3.04K +$3.05K 1 0% New
1357
BLC
Brown, Lisle/Cummings
Rhode Island
$2.82K $0 1 0% Maintained
1358
W
WealthCollab
Washington
$2.36K $0 1 0% Maintained
1359
CIAS
CBIZ Investment Advisory Services
Ohio
$2.36K -$2.37K 1 0% Reduced
1360
WBWA
William B. Walkup & Associates
South Carolina
$2.36K $0 1 0% Maintained
1361
GGI
Godsey & Gibb Inc
Virginia
$2.02K $0 1 0% Maintained
1362
MEG
Millstone Evans Group
Colorado
$2.02K $0 1 0% Maintained
1363
UCB
United Community Bank
South Carolina
$2.02K -$14.9K 1 0% Reduced
1364
HBW
Hazlett, Burt & Watson
West Virginia
$2K $0 1 0% Maintained
1365
WCM
Winthrop Capital Management
Indiana
$2K +$1.7K 1 0% New
1366
BIM
Breakwater Investment Management
Washington
$1.92K +$784 1 0% New
1367
PS
PayPay Securities
Japan
$1.73K +$339 1 0.06% Increased
1368
DFA
DHJJ Financial Advisors
Illinois
$1.69K +$1.7K 1 0% New
1369
BFS
Bare Financial Services
Pennsylvania
$1.69K +$1.7K 1 0% New
1370
WestEnd Advisors
WestEnd Advisors
North Carolina
$1.69K $0 1 0% Maintained
1371
CT
Colonial Trust
South Carolina
$1.47K +$1.36K 1 0% New
1372
LC
Luminist Capital
Michigan
$1.46K +$1.47K 1 0% New
1373
SWIM
Smallwood Wealth Investment Management
New Jersey
$1.35K $0 1 0% Maintained
1374
DF
DecisionPoint Financial
Arizona
$1.04K $0 1 0% Maintained
1375
CIR
Clear Investment Research
Georgia
$1.01K $0 1 0% Maintained