← 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
SWIG
Strategic Wealth Investment Group
Kentucky
$268K +$542K 1 0.07% New
327
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$267K +$541K 1 0.01% New
328
Geneos Wealth Management
Geneos Wealth Management
Colorado
$265K +$352K 1 0.01% Increased
329
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$264K +$73.6K 1 0.03% Increased
330
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$259K +$525K 1 0.02% New
331
RI
Ridgewood Investments
New Jersey
$257K +$520K 1 0.2% New
332
NCM
Northside Capital Management
Oregon
$254K $0 1 0.08% Maintained
333
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$254K +$514K 1 0.02% New
334
CFM
Comprehensive Financial Management
California
$252K -$1.53M 1 0.01% Reduced
335
PCM
PenderFund Capital Management
British Columbia, Canada
$248K $0 1 0.07% Maintained
336
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$248K +$67.9K 1 0% Increased
337
GIM
Grassi Investment Management
California
$247K +$217K 1 0.03% Increased
338
IIA
IPG Investment Advisors
California
$245K -$487K 1 0.06% Reduced
339
NewEdge Advisors
NewEdge Advisors
Louisiana
$245K +$497K 1 0% New
340
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management
California
$245K +$153K 1 0.01% Increased
341
KLCM
KG&L Capital Management
Louisiana
$243K +$273K 1 0.13% Increased
342
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236K +$21.4K 1 0% Increased
343
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$236K -$222K 1 0.01% Reduced
344
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$236K -$63K 1 0.01% Reduced
345
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$235K +$95.2K 1 0% Increased
346
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$230K +$236K 1 0.03% New
347
CA
CV Advisors
Florida
$229K $0 1 0.22% Maintained
348
HCA
Harbor Capital Advisors
Illinois
$229K -$893K 1 0.17% Reduced
349
1IA
1834 Investment Advisors
Wisconsin
$228K -$140K 1 0.03% Reduced
350
Cetera Advisors
Cetera Advisors
Colorado
$226K -$139K 1 0.01% Reduced