← 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
276
FC
FORA Capital
Florida
$539K +$450K 1 0.08% New
277
DWM
Drive Wealth Management
Utah
$532K -$182K 1 0.2% Reduced
278
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$528K -$6.04K 1 0% Reduced
279
TWA
Trellis Wealth Advisors
California
$522K $0 1 0.35% Maintained
280
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$515K +$2.03K 1 0.02% Increased
281
XTX Topco
XTX Topco
Cayman Islands
$513K -$26K 2 0.09% Reduced
282
Kestra Advisory Services
Kestra Advisory Services
Texas
$504K -$13.4K 1 0.01% Reduced
283
CBFP
Cedar Brook Financial Partners
Ohio
$502K +$19K 1 0.12% Increased
284
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$501K +$418K 1 0.01% New
285
KOC
Koss-Olinger Consulting
Florida
$498K +$2.5K 1 0.06% Increased
286
Verition Fund Management
Verition Fund Management
Connecticut
$497K $0 1 0.01% Maintained
287
DU
Delphia (USA)
Ontario, Canada
$497K +$115K 1 0.78% Increased
288
Cerity Partners
Cerity Partners
New York
$491K +$83.7K 1 0% Increased
289
INTECH Investment Management
INTECH Investment Management
Florida
$481K +$401K 1 0.01% New
290
Wedbush Securities
Wedbush Securities
California
$480K -$50.6K 1 0.02% Reduced
291
SteelPeak Wealth
SteelPeak Wealth
California
$479K +$122K 1 0.03% Increased
292
UCMOK
United Capital Management of KS
Kansas
$476K +$71.1K 1 0.15% Increased
293
AGC
Aspen Grove Capital
Colorado
$475K +$1.37K 1 0.15% Increased
294
VWA
V Wealth Advisors
Kansas
$473K +$92.4K 1 0.08% Increased
295
Veritable
Veritable
Delaware
$471K +$3.82K 1 0.01% Increased
296
IHT Wealth Management
IHT Wealth Management
Illinois
$461K +$10.3K 1 0.02% Increased
297
BHCM
Boulder Hill Capital Management
New York
$458K -$388K 1 0.88% Reduced
298
NL
NWAM LLC
Washington
$450K +$375K 1 0.04% New
299
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$447K -$18.7K 1 0.01% Reduced
300
NP
Nilsine Partners
Colorado
$444K +$1.31K 1 0.07% Increased