← 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
226
XSC
X-Square Capital
Puerto Rico
$1.27M +$1.3M 1 0.6% New
227
NIA
Northstar Investment Advisors
Colorado
$1.23M +$1.35M 1 0.16% New
228
JWCA
J.W. Cole Advisors
Florida
$1.22M +$1.25M 1 0.1% New
229
SAM
Sompo Asset Management
Japan
$1.19M +$1.22M 1 0.24% New
230
JIC
Joel Isaacson & Co
New York
$1.19M +$1.22M 1 0.09% New
231
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.17M +$1.2M 1 0.03% New
232
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.17M +$1.19M 1 0% New
233
FP
Fiduciary Planning
Florida
$1.15M +$1.18M 1 1% New
234
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$1.12M +$1.06M 2 0.09% Increased
235
IAS
IMA Advisory Services
Colorado
$1.11M +$1.14M 1 0.26% New
236
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$1.09M +$1.12M 1 0.07% New
237
Oppenheimer & Co
Oppenheimer & Co
New York
$1.07M +$1.1M 1 0.02% New
238
Bel Air Investment Advisors
Bel Air Investment Advisors
California
$1.06M +$1.09M 1 0.03% New
239
Prospera Financial Services
Prospera Financial Services
Texas
$1.06M +$1.08M 1 0.05% New
240
MML Investors Services
MML Investors Services
Massachusetts
$1.04M +$1.06M 1 0.01% New
241
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$1.03M +$1.06M 1 0.01% New
242
TCA
Transcend Capital Advisors
New Jersey
$1.03M +$1.05M 1 0.15% New
243
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$1.03M +$1.05M 1 0.03% New
244
Engineers Gate Manager
Engineers Gate Manager
New York
$1.01M +$1.04M 1 0.07% New
245
Evercore Wealth Management
Evercore Wealth Management
New York
$1.01M +$1.04M 1 0.02% New
246
SCA
Sassicaia Capital Advisers
New York
$1.01M +$1.04M 1 1.06% New
247
CMI
Clare Market Investments
Texas
$1M +$1.03M 1 0.32% New
248
SCP
Steamboat Capital Partners
New York
$999K -$14.9K 1 0.26% Reduced
249
Diversified Trust
Diversified Trust
Tennessee
$961K +$985K 1 0.03% New
250
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$956K +$980K 1 0.02% New