← 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
Parallel Advisors
Parallel Advisors
California
$371K +$34.2K 1 0.01% Increased
327
WW
Windle Wealth
Oklahoma
$366K $0 1 0.26% Maintained
328
TCA
Transcend Capital Advisors
New Jersey
$365K $0 1 0.03% Maintained
329
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$363K -$29K 1 0.02% Reduced
330
GIA
Gladstone Institutional Advisory
Florida
$360K +$301K 1 0.02% New
331
Brown Advisory
Brown Advisory
Maryland
$356K -$88.9K 1 0% Reduced
332
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$350K +$6.92K 1 0% Increased
333
CIM
CIM Investment Management
Pennsylvania
$348K +$596 1 0.12% Increased
334
Sigma Planning Corp
Sigma Planning Corp
Michigan
$344K -$54.4K 1 0.01% Reduced
335
IAS
Insigneo Advisory Services
Florida
$342K +$97.3K 1 0.07% Increased
336
Mercer Global Advisors
Mercer Global Advisors
Colorado
$336K +$33.2K 1 0% Increased
337
Walleye Trading
Walleye Trading
New York
$332K +$277K 1 0% New
338
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$327K +$8.11K 1 0% Increased
339
IAN
Integrated Advisors Network
Texas
$316K +$17.2K 1 0.02% Increased
340
Advisory Services Network
Advisory Services Network
Georgia
$310K -$8.35K 1 0.01% Reduced
341
CA
CV Advisors
Florida
$308K -$16.7K 1 0.23% Reduced
342
ECG
EPIQ Capital Group
California
$305K -$3.46K 1 0.15% Reduced
343
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$305K -$3.4K 2 0% Reduced
344
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$301K +$251K 1 0.01% New
345
PP
PDT Partners
New York
$293K +$245K 1 0.04% New
346
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$288K -$118K 1 0% Reduced
347
NewEdge Advisors
NewEdge Advisors
Louisiana
$284K +$26.7K 1 0% Increased
348
GIM
Grassi Investment Management
California
$284K +$34.3K 1 0.03% Increased
349
IEFM
IQ EQ Fund Management
Ireland
$282K -$61.1K 1 0.05% Reduced
350
Rathbones Group
Rathbones Group
United Kingdom
$281K +$40K 1 0% Increased