← 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
301	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$1.12M	+$450K	1	0.91%	Increased
302	Mercer Global Advisors Denver, Colorado	$1.12M	+$178K	1	0.01%	Increased
303	HLA Hamilton Lane Advisors Conshohocken, Pennsylvania	$1.11M	$0	1	0.25%	Maintained
304	Parallel Advisors San Francisco, California	$1.1M	-$173K	1	0.04%	Reduced
305	Lincoln National Corp Radnor, Pennsylvania	$1.08M	-$40.8K	1	0.02%	Reduced
306	Sigma Planning Corp Ann Arbor, Michigan	$1.08M	+$581K	1	0.03%	Increased
307	NewEdge Wealth Pittsburgh, Pennsylvania	$1.06M	+$124K	1	0.05%	Increased
308	RA Resolute Advisors San Francisco, California	$1.03M	$0	1	0.04%	Maintained
309	SCA Snowden Capital Advisors New York	$1.03M	+$590K	1	0.04%	Increased
310	NCM Northside Capital Management Hood River, Oregon	$1.03M	+$1.06M	1	0.27%	New
311	JCM JS Capital Management New York	$1.02M	+$1.05M	1	0.08%	New
312	Dana Investment Advisors Waukesha, Wisconsin	$1.02M	-$120K	1	0.05%	Reduced
313	Sculptor Capital New York	$1.01M	-$729K	1	0.01%	Reduced
314	FC FORA Capital Miami, Florida	$1.01M	+$1M	1	0.18%	New
315	FA FDx Advisors Chicago, Illinois	$1M	+$177K	1	0.03%	Increased
316	BHCM Boulder Hill Capital Management New York	$987K	+$1.02M	1	0.53%	New
317	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$985K	+$507K	1	0.05%	Increased
318	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$973K	+$313K	1	0.24%	Increased
319	CL CPWM LLC Seattle, Washington	$970K	-$805K	1	0.07%	Reduced
320	ACP Aviance Capital Partners Naples, Florida	$954K	-$1.95M	1	0.18%	Reduced
321	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$953K	-$2.83M	1	0.08%	Reduced
322	BIM Bridgecreek Investment Management Tulsa, Oklahoma	$949K	+$977K	1	0.14%	New
323	HCM Helios Capital Management Singapore	$949K	+$977K	1	2.01%	New
324	SAM Serengeti Asset Management New York	$949K	+$977K	1	1.93%	New
325	CA CV Advisors Aventura, Florida	$926K	-$262K	1	0.66%	Reduced