← 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
JWCA
J.W. Cole Advisors
Florida
$368K -$57.4K 1 0.03% Reduced
327
IAS
Insigneo Advisory Services
Florida
$357K -$1.6K 1 0.07% Reduced
328
CIM
CIM Investment Management
Pennsylvania
$357K -$9.02K 1 0.13% Reduced
329
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$355K +$13.7K 1 0% Increased
330
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$354K +$152K 1 0.01% Increased
331
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$351K -$43.8K 1 0.06% Reduced
332
CIA
Compass Ion Advisors
Pennsylvania
$345K +$387K 1 0.06% New
333
VCA
Verdence Capital Advisors
Maryland
$340K +$128K 1 0.04% Increased
334
KOC
Koss-Olinger Consulting
Florida
$337K -$209K 1 0.05% Reduced
335
Parallel Advisors
Parallel Advisors
California
$329K -$67.7K 1 0.01% Reduced
336
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$328K -$59.6K 1 0.01% Reduced
337
CA
CV Advisors
Florida
$323K $0 1 0.24% Maintained
338
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$311K -$8.51K 2 0% Reduced
339
B. Metzler seel. Sohn & Co
B. Metzler seel. Sohn & Co
Germany
$303K +$81.7K 1 0% Increased
340
Baird Financial Group
Baird Financial Group
Wisconsin
$299K -$608K 1 0% Reduced
341
XTX Topco
XTX Topco
Cayman Islands
$294K -$267K 2 0.05% Reduced
342
SIM
Seaview Investment Managers
Florida
$293K +$24.9K 1 0.1% Increased
343
FA
Fountainhead AM
New Jersey
$291K $0 1 0.1% Maintained
344
CBA
Coastal Bridge Advisors
Connecticut
$282K -$126K 1 0.08% Reduced
345
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$282K +$10.5K 1 0.01% Increased
346
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$279K -$10K 1 0.01% Reduced
347
Simplicity Solutions
Simplicity Solutions
Minnesota
$278K -$10K 1 0.01% Reduced
348
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$278K -$674K 3 0.01% Reduced
349
SA
Sicart Associates
New York
$277K +$149K 1 0.11% Increased
350
TPWM
Twelve Points Wealth Management
Massachusetts
$274K -$1.69K 1 0.14% Reduced