← 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
MCP
Maso Capital Partners
Hong Kong
$2.08M -$357K 1 0.85% Reduced
227
GJIC
Gamble Jones Investment Counsel
California
$2.08M +$2.14M 1 0.13% New
228
Arizona State Retirement System
Arizona State Retirement System
Arizona
$2.02M +$61K 1 0.02% Increased
229
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$2M -$311K 1 0.02% Reduced
230
RCM
Requisite Capital Management
Texas
$1.99M +$647K 1 0.61% Increased
231
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$1.99M +$1.44M 1 0.03% Increased
232
DWM
Drive Wealth Management
Utah
$1.98M -$7.42M 1 1.67% Reduced
233
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$1.98M -$1.37K 1 0.01% Reduced
234
IIA
IPG Investment Advisors
California
$1.96M +$322K 1 0.37% Increased
235
SAM
Stansberry Asset Management
Texas
$1.96M +$2.01M 1 0.32% New
236
Rockefeller Capital Management
Rockefeller Capital Management
New York
$1.95M +$895K 1 0.01% Increased
237
SAMC
Spectrum Asset Management (California)
California
$1.95M +$850K 1 0.76% Increased
238
KWM
Keebeck Wealth Management
Illinois
$1.9M +$1.96M 1 0.31% New
239
RFWA
RPg Family Wealth Advisory
Massachusetts
$1.9M +$1.13M 1 0.81% Increased
240
GCM
Goldstream Capital Management
Hong Kong
$1.9M -$9.77M 1 0.48% Reduced
241
LG
Leuthold Group
Minnesota
$1.89M -$106K 1 0.24% Reduced
242
Storebrand Asset Management
Storebrand Asset Management
Norway
$1.88M -$7.82M 1 0.01% Reduced
243
SteelPeak Wealth
SteelPeak Wealth
California
$1.87M +$1.34M 1 0.11% Increased
244
Cetera Advisor Networks
Cetera Advisor Networks
California
$1.86M +$166K 1 0.02% Increased
245
Axxcess Wealth Management
Axxcess Wealth Management
California
$1.85M +$43K 1 0.14% Increased
246
OWP
Old Well Partners
North Carolina
$1.81M -$616K 1 1.22% Reduced
247
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$1.76M +$154K 1 0.01% Increased
248
BFA
Beaumont Financial Advisors
Massachusetts
$1.75M -$74.6K 1 0.13% Reduced
249
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$1.73M +$217K 1 0.04% Increased
250
EWM
Executive Wealth Management
Michigan
$1.71M -$84.6K 1 0.19% Reduced