← 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
Equitable Holdings
Equitable Holdings
New York
$441K +$115K 1 0.01% Increased
302
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$434K +$73.4K 1 0% Increased
303
M&T Bank
M&T Bank
New York
$431K -$1.01K 1 0% Reduced
304
PRC
Pearl River Capital
Michigan
$431K -$147K 1 0.07% Reduced
305
FFL
Financial Freedom LLC
Ohio
$428K $0 1 0.3% Maintained
306
Atria Wealth Solutions
Atria Wealth Solutions
New York
$427K +$10.3K 1 0.01% Increased
307
Xponance
Xponance
Pennsylvania
$424K +$20.2K 1 0.01% Increased
308
KI
Kapitalo Investimentos
Brazil
$421K +$351K 1 0.08% New
309
FRM
Fox Run Management
Connecticut
$420K +$350K 1 0.12% New
310
Tiedemann Advisors
Tiedemann Advisors
New York
$417K $0 1 0.02% Maintained
311
Centiva Capital
Centiva Capital
New York
$416K +$347K 1 0.01% New
312
Franklin Resources
Franklin Resources
California
$411K +$14.3K 1 0% Increased
313
AWA
Arete Wealth Advisors
Illinois
$410K -$30.2K 2 0.04% Reduced
314
Candriam SCA
Candriam SCA
Luxembourg
$403K $0 1 0% Maintained
315
SIGI
Susquehanna International Group (Ireland)
Ireland
$402K +$335K 1 0.32% New
316
BRWA
B. Riley Wealth Advisors
Florida
$402K -$38.9K 1 0.01% Reduced
317
JWCA
J.W. Cole Advisors
Florida
$400K -$14.3K 1 0.03% Reduced
318
SEI Investments
SEI Investments
Pennsylvania
$394K +$20.8K 2 0% Increased
319
CAM
Covenant Asset Management
New Jersey
$389K $0 1 0.1% Maintained
320
APG Asset Management
APG Asset Management
Netherlands
$387K +$65.6K 1 0% Increased
321
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$379K +$239 1 0% Increased
322
CBA
Coastal Bridge Advisors
Connecticut
$376K +$1.85K 1 0.09% Increased
323
Fulton Bank
Fulton Bank
Pennsylvania
$376K +$11.8K 1 0.02% Increased
324
NC
NinePointTwo Capital
California
$373K +$311K 1 0.14% New
325
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$371K +$310K 1 0.06% New