← 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
VI
Versor Investments
New York
$280K +$248K 1 0.04% New
352
Mercer Global Advisors
Mercer Global Advisors
Colorado
$279K +$248K 1 0% New
353
IAN
Integrated Advisors Network
Texas
$279K +$247K 1 0.02% New
354
PCM
PenderFund Capital Management
British Columbia, Canada
$265K $0 1 0.08% Maintained
355
WAM
WNY Asset Management
New York
$263K +$233K 1 0.06% New
356
FA
Fountainhead AM
New Jersey
$262K +$232K 1 0.1% New
357
Diversified Trust
Diversified Trust
Tennessee
$258K +$229K 1 0.01% New
358
TPWM
Twelve Points Wealth Management
Massachusetts
$250K +$222K 1 0.14% New
359
NFSG
Newbridge Financial Services Group
Florida
$249K -$11.9K 1 0.13% Reduced
360
Simplicity Solutions
Simplicity Solutions
Minnesota
$242K +$215K 1 0.01% New
361
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$239K +$212K 1 0.01% New
362
NewEdge Advisors
NewEdge Advisors
Louisiana
$238K -$85.9K 1 0% Reduced
363
WEG
World Equity Group
Illinois
$238K +$87.2K 1 0.04% New
364
WW
Westshore Wealth
California
$237K +$210K 1 0.12% New
365
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$236K +$210K 1 0% New
366
AA
Antipodean Advisors
New York
$236K +$210K 1 1.46% New
367
GIM
Grassi Investment Management
California
$230K +$204K 1 0.03% New
368
Coldstream Capital Management
Coldstream Capital Management
Washington
$228K +$202K 1 0.01% New
369
FA
FDx Advisors
Illinois
$226K $0 1 0.01% Maintained
370
MetLife Investment Management
MetLife Investment Management
New Jersey
$223K +$419 1 0% Increased
371
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$223K +$198K 1 0.01% New
372
Rathbones Group
Rathbones Group
United Kingdom
$220K +$195K 1 0% New
373
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$214K +$190K 1 0.02% New
374
IAS
Insigneo Advisory Services
Florida
$210K +$188K 1 0.07% New
375
GCS
Gordian Capital (Singapore)
Singapore
$209K -$120K 1 0.35% Reduced