← 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
251
IP
Intellectus Partners
California
$1.19M +$1.29M 1 0.29% New
252
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.19M +$1.29M 1 0% New
253
RCM
Requisite Capital Management
Texas
$1.18M +$779K 1 0.25% Increased
254
XSC
X-Square Capital
Puerto Rico
$1.16M +$19.2K 1 0.6% Increased
255
Walleye Capital
Walleye Capital
New York
$1.14M +$1.13M 1 0.03% New
256
RAM
Riggs Asset Management
Pennsylvania
$1.14M +$1.2M 1 0.34% Increased
257
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$1.13M +$1.22M 1 0.11% New
258
SW
SVB Wealth
Massachusetts
$1.12M -$363K 1 0.01% Reduced
259
OPW
Oxler Private Wealth
New York
$1.09M $0 1 0.48% Maintained
260
PWA
Phoenix Wealth Advisors
North Carolina
$1.08M +$242K 1 0.81% Increased
261
People's United Financial
People's United Financial
Connecticut
$1.08M +$1.17M 1 0.02% New
262
WWM
WT Wealth Management
Arizona
$1.07M +$1.16M 1 0.41% New
263
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$1.07M -$1.7M 1 0.06% Reduced
264
BSAM
Blue Square Asset Management
New York
$1.06M +$291K 1 0.66% Increased
265
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$588K 1 0% Increased
266
IHT Wealth Management
IHT Wealth Management
Illinois
$1.05M -$736K 1 0.09% Reduced
267
NewEdge Advisors
NewEdge Advisors
Louisiana
$1.05M -$6.4K 1 0.03% Reduced
268
BWM
Bulltick Wealth Management
Florida
$1.05M -$1.77M 1 0.24% Reduced
269
CMI
Clare Market Investments
Texas
$1.04M +$154K 1 0.31% Increased
270
PFMU
Privium Fund Management (UK)
United Kingdom
$1.03M +$1.12M 1 1.11% New
271
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$1.03M +$117K 1 0.03% Increased
272
VI
Versor Investments
New York
$1.03M +$1.12M 1 0.03% New
273
JWCA
J.W. Cole Advisors
Florida
$1.01M -$84.9K 1 0.07% Reduced
274
Prudential Financial
Prudential Financial
New Jersey
$988K +$529K 1 0% Increased
275
ECG
EPIQ Capital Group
California
$983K -$942K 1 0.1% Reduced