← 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
351
DG
Doman Group
New York
$1.15M +$1.32M 1 1.01% New
352
Colony Group
Colony Group
Massachusetts
$1.14M +$212K 1 0.02% Increased
353
VAM
Vienna Asset Management
California
$1.14M +$1.32M 1 1.04% New
354
IFM Investors
IFM Investors
Australia
$1.13M +$1.3M 1 0.02% New
355
Nissay Asset Management
Nissay Asset Management
Japan
$1.13M +$1.3M 1 0.01% New
356
BAM
Blueshift Asset Management
New Jersey
$1.12M -$2.79M 1 0.1% Reduced
357
Atria Investments
Atria Investments
North Carolina
$1.11M +$1.28M 1 0.02% New
358
FA
FDx Advisors
Illinois
$1.11M +$43.9K 1 0.03% Increased
359
OPW
Oxler Private Wealth
New York
$1.1M -$709K 1 0.46% Reduced
360
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$1.1M +$116K 1 0.04% Increased
361
Jefferies Group
Jefferies Group
New York
$1.1M +$621K 1 0.01% Increased
362
ECG
EPIQ Capital Group
California
$1.09M $0 1 0.19% Maintained
363
IHT Wealth Management
IHT Wealth Management
Illinois
$1.09M -$83.7K 1 0.08% Reduced
364
TPWM
Twelve Points Wealth Management
Massachusetts
$1.09M +$1.26M 1 0.88% New
365
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$1.07M -$139K 1 0.05% Reduced
366
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$1.07M +$657K 1 0.07% Increased
367
RFWA
RPg Family Wealth Advisory
Massachusetts
$1.06M +$11.6K 1 0.42% Increased
368
BP
Broadleaf Partners
Ohio
$1.06M +$1.22M 1 0.33% New
369
Magnetar Financial
Magnetar Financial
Illinois
$1.06M +$2.06M 1 0.01% New
370
SCM
Silvant Capital Management
Georgia
$1.05M -$45.6K 1 0.18% Reduced
371
RMCM
Reynders McVeigh Capital Management
Massachusetts
$1.04M +$227K 1 0.06% Increased
372
TFA
Teamwork Financial Advisors
Texas
$1.03M +$783K 1 0.19% Increased
373
Independent Financial Group
Independent Financial Group
California
$1.03M +$132K 1 0.09% Increased
374
PWA
Phoenix Wealth Advisors
North Carolina
$1.02M -$205K 1 0.77% Reduced
375
AFS
AFG Fiduciary Services
Massachusetts
$1.01M +$1.16M 1 0.71% New