← 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
BFG
Barber Financial Group
Kansas
$213K +$318K 1 0.06% New
302
BBA
Baader Bank Aktiengesellschaft
Germany
$212K +$79K 1 0.01% Increased
303
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$212K -$60.5K 2 0% Reduced
304
FFL
Financial Freedom LLC
Ohio
$212K +$315K 1 0.14% New
305
M&T Bank
M&T Bank
New York
$211K +$44.9K 1 0% Increased
306
Atria Wealth Solutions
Atria Wealth Solutions
New York
$211K -$26.7K 1 0% Reduced
307
Cerity Partners
Cerity Partners
New York
$208K +$78.7K 1 0% Increased
308
Tiedemann Advisors
Tiedemann Advisors
New York
$206K $0 1 0.01% Maintained
309
SteelPeak Wealth
SteelPeak Wealth
California
$205K -$148K 1 0.02% Reduced
310
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$205K -$183K 1 0% Reduced
311
Macquarie Group
Macquarie Group
Australia
$182K -$133K 1 0% Reduced
312
GCS
Gordian Capital (Singapore)
Singapore
$180K +$106K 1 0.28% Increased
313
Advisory Services Network
Advisory Services Network
Georgia
$169K -$85.7K 1 0.01% Reduced
314
SOW
State of Wyoming
Wyoming
$167K +$226K 1 0.06% Increased
315
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$160K +$23.8K 1 0% Increased
316
Parallel Advisors
Parallel Advisors
California
$158K -$2.27K 1 0.01% Reduced
317
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$153K +$85.2K 2 0% Increased
318
SCM
Silvant Capital Management
Georgia
$147K +$4.27K 1 0.01% Increased
319
PCM
PenderFund Capital Management
British Columbia, Canada
$139K -$63.2K 1 0.04% Reduced
320
NFSG
Newbridge Financial Services Group
Florida
$137K +$82.7K 1 0.08% Increased
321
HCA
Harbor Capital Advisors
Illinois
$134K -$4.32K 1 0.13% Reduced
322
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$126K -$103K 1 0% Reduced
323
MetLife Investment Management
MetLife Investment Management
New Jersey
$117K +$2.79K 1 0% Increased
324
AF
Advisornet Financial
Minnesota
$108K +$9.96K 1 0.01% Increased
325
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$104K +$3.69K 1 0% Increased