← 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
BB
Burford Brothers
Texas
$1.63M -$47.7K 1 1.07% Reduced
327
VI
Versor Investments
New York
$1.63M +$1.1M 1 0.33% New
328
Rathbones Group
Rathbones Group
United Kingdom
$1.61M +$145K 1 0.01% Increased
329
VCA
Verdence Capital Advisors
Maryland
$1.6M -$900 1 0.15% Reduced
330
UMC
UNC Management Company
North Carolina
$1.59M -$20.3M 1 1.31% Reduced
331
Vinva Investment Management
Vinva Investment Management
Australia
$1.59M +$1.08M 1 0.09% New
332
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$1.59M +$1.08M 1 0.07% New
333
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.58M +$183K 1 0.01% Increased
334
WW
Windle Wealth
Oklahoma
$1.58M +$126K 1 1.01% Increased
335
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$1.57M +$114K 1 0.01% Increased
336
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$1.57M +$154K 1 0% Increased
337
SteelPeak Wealth
SteelPeak Wealth
California
$1.53M -$301K 1 0.08% Reduced
338
APG Asset Management
APG Asset Management
Netherlands
$1.52M -$2.25M 1 0% Reduced
339
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$1.49M -$371K 1 0.05% Reduced
340
Centiva Capital
Centiva Capital
New York
$1.49M +$549K 1 0.04% Increased
341
GL
Gerber LLC
Ohio
$1.48M -$71.8K 1 1.24% Reduced
342
Zacks Investment Management
Zacks Investment Management
Illinois
$1.47M +$998K 1 0.02% New
343
MML Investors Services
MML Investors Services
Massachusetts
$1.46M -$298K 1 0.01% Reduced
344
CAM
Covenant Asset Management
New Jersey
$1.44M $0 1 0.24% Maintained
345
Gotham Asset Management
Gotham Asset Management
New York
$1.44M +$567K 1 0.02% Increased
346
BBA
Baader Bank Aktiengesellschaft
Germany
$1.43M +$306K 1 0.1% Increased
347
Fulton Bank
Fulton Bank
Pennsylvania
$1.43M +$58.7K 1 0.06% Increased
348
CPL
CAP Partners LLC
Tennessee
$1.43M +$49.1K 1 1.26% Increased
349
Truist Financial
Truist Financial
North Carolina
$1.42M -$2.03M 1 0% Reduced
350
WFC
Western Financial Corp
California
$1.36M +$926K 1 0.84% New