← 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
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$922K +$61.8K 1 0.01% Increased
352
Rathbones Group
Rathbones Group
United Kingdom
$918K -$3.17K 1 0.01% Reduced
353
WW
Windle Wealth
Oklahoma
$916K +$3.17K 1 0.64% Increased
354
DZ Bank
DZ Bank
Germany
$908K -$116K 1 0% Reduced
355
MetLife Investment Management
MetLife Investment Management
New Jersey
$900K +$204K 1 0.01% Increased
356
M&T Bank
M&T Bank
New York
$890K -$36.1K 1 0% Reduced
357
CPL
CAP Partners LLC
Tennessee
$889K +$558K 1 0.88% New
358
Fulton Bank
Fulton Bank
Pennsylvania
$882K -$49.3K 1 0.04% Reduced
359
XTX Topco
XTX Topco
Cayman Islands
$880K +$144K 2 0.19% Increased
360
AP
AtonRa Partners
Switzerland
$877K -$149K 1 1.75% Reduced
361
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$869K -$43.2K 1 0% Reduced
362
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$861K -$63.8K 1 0% Reduced
363
Kestra Private Wealth Services
Kestra Private Wealth Services
Texas
$858K -$46.2K 1 0.02% Reduced
364
Wedbush Securities
Wedbush Securities
California
$830K -$120K 1 0.04% Reduced
365
CIBC World Markets
CIBC World Markets
New York
$828K +$520K 1 0% New
366
CIM
CIM Investment Management
Pennsylvania
$826K $0 1 0.27% Maintained
367
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$817K +$131K 1 0.01% Increased
368
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$812K +$422K 2 0.06% New
369
JWCA
J.W. Cole Advisors
Florida
$809K -$28.2K 1 0.05% Reduced
370
ADIM
Alpha DNA Investment Management
Maryland
$797K +$501K 1 0.31% New
371
CBFP
Cedar Brook Financial Partners
Ohio
$793K -$157K 1 0.18% Reduced
372
KOC
Koss-Olinger Consulting
Florida
$780K $0 1 0.08% Maintained
373
Boothbay Fund Management
Boothbay Fund Management
New York
$780K +$489K 1 0.02% New
374
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$778K +$12K 1 0.03% Increased
375
STRS Ohio
STRS Ohio
Ohio
$765K +$481K 1 0% New