← 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
FFL
Financial Freedom LLC
Ohio
$404K $0 1 0.29% Maintained
302
PineBridge Investments
PineBridge Investments
New York
$396K -$1.17M 1 0% Reduced
303
JWCA
J.W. Cole Advisors
Florida
$394K -$45.6K 1 0.03% Reduced
304
Tiedemann Advisors
Tiedemann Advisors
New York
$394K $0 1 0.02% Maintained
305
Atria Wealth Solutions
Atria Wealth Solutions
New York
$391K -$9.64K 1 0.01% Reduced
306
MML Investors Services
MML Investors Services
Massachusetts
$388K -$161K 1 0% Reduced
307
Sigma Planning Corp
Sigma Planning Corp
Michigan
$387K +$343K 1 0.01% New
308
Cresset Asset Management
Cresset Asset Management
Illinois
$380K +$337K 1 0.01% New
309
Xponance
Xponance
Pennsylvania
$378K +$335K 1 0.01% New
310
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$376K +$333K 1 0.02% New
311
Franklin Resources
Franklin Resources
California
$372K +$329K 1 0% New
312
Cerity Partners
Cerity Partners
New York
$369K -$24.6K 1 0% Reduced
313
UCMOK
United Capital Management of KS
Kansas
$369K +$327K 1 0.14% New
314
CAM
Covenant Asset Management
New Jersey
$367K +$325K 1 0.09% New
315
SEI Investments
SEI Investments
Pennsylvania
$360K +$320K 2 0% New
316
STAS
Strong Tower Advisory Services
Minnesota
$359K -$85.9K 1 0.19% Reduced
317
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$358K -$29.9K 1 0% Reduced
318
Credit Agricole
Credit Agricole
France
$355K -$259K 1 0.01% Reduced
319
Ballentine Partners
Ballentine Partners
Massachusetts
$354K +$314K 1 0.01% New
320
CBA
Coastal Bridge Advisors
Connecticut
$353K +$313K 1 0.09% New
321
Candriam SCA
Candriam SCA
Luxembourg
$351K +$338K 1 0% New
322
WW
Windle Wealth
Oklahoma
$345K +$306K 1 0.26% New
323
TCA
Transcend Capital Advisors
New Jersey
$345K +$306K 1 0.04% New
324
VWA
V Wealth Advisors
Kansas
$342K +$303K 1 0.06% New
325
Fulton Bank
Fulton Bank
Pennsylvania
$341K +$303K 1 0.02% New