← 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
326
XSC
X-Square Capital
Puerto Rico
$926K +$3.91K 1 0.48% Increased
327
AWA
Arete Wealth Advisors
Illinois
$913K +$317K 1 0.08% Increased
328
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$912K +$8.01K 1 0% Increased
329
CIM
CIM Investment Management
Pennsylvania
$907K +$934K 1 0.31% New
330
Colony Group
Colony Group
Massachusetts
$905K +$47.3K 1 0.01% Increased
331
Prudential Financial
Prudential Financial
New Jersey
$887K +$73.5K 1 0% Increased
332
Nissay Asset Management
Nissay Asset Management
Japan
$885K +$36.5K 1 0.01% Increased
333
People's United Financial
People's United Financial
Connecticut
$881K -$4.1K 1 0.03% Reduced
334
WIC
Water Island Capital
New York
$870K $0 1 0.04% Maintained
335
ICP
Interchange Capital Partners
Pennsylvania
$862K +$220K 1 0.89% Increased
336
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$860K -$328K 1 0% Reduced
337
LIA
LSP Investment Advisors
New York
$848K +$873K 1 0.26% New
338
Prospera Financial Services
Prospera Financial Services
Texas
$825K +$319K 1 0.03% Increased
339
ECG
EPIQ Capital Group
California
$820K $0 1 0.22% Maintained
340
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$820K +$194K 2 0.02% Increased
341
CIA
Cladis Investment Advisory
Montana
$812K +$469K 1 0.66% Increased
342
GSWM
Greenup Street Wealth Management
Michigan
$810K +$256K 1 0.45% Increased
343
Coldstream Capital Management
Coldstream Capital Management
Washington
$799K +$402K 1 0.03% Increased
344
WA
WP Advisors
California
$793K +$817K 1 0.33% New
345
AI
Atom Investors
Texas
$788K -$1.15M 1 0.37% Reduced
346
Independent Financial Group
Independent Financial Group
California
$788K +$12.3K 1 0.06% Increased
347
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$786K -$721K 1 0.04% Reduced
348
SCM
Silvant Capital Management
Georgia
$779K -$9.77K 1 0.15% Reduced
349
BCM
Bayesian Capital Management
New York
$778K +$801K 1 0.12% New
350
Rathbones Group
Rathbones Group
United Kingdom
$768K +$308K 1 0.01% Increased