← 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
CIBC World Markets
CIBC World Markets
New York
$1.53M -$4.5M 1 0.01% Reduced
352
SCM
SVB Capital Management
California
$1.52M $0 1 4.49% Maintained
353
AWA
Arete Wealth Advisors
Illinois
$1.49M +$587K 1 0.11% Increased
354
Empowered Funds
Empowered Funds
Pennsylvania
$1.48M +$426K 1 0.02% Increased
355
Prudential Financial
Prudential Financial
New Jersey
$1.46M +$794K 1 0% Increased
356
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.46M +$123K 1 0% Increased
357
M&T Bank
M&T Bank
New York
$1.45M -$85.2K 1 0.01% Reduced
358
Vinva Investment Management
Vinva Investment Management
Australia
$1.43M +$1.45M 1 0.06% Increased
359
WW
Windle Wealth
Oklahoma
$1.42M +$96.8K 1 0.73% Increased
360
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.42M +$377K 2 0.01% Increased
361
RA
Resolute Advisors
California
$1.42M -$363K 1 0.41% Reduced
362
AssetMark Inc
AssetMark Inc
California
$1.42M +$1.1M 1 0% Increased
363
CMT Capital Markets Trading
CMT Capital Markets Trading
Germany
$1.41M +$1.98M 1 0.02% New
364
GSC
Ground Swell Capital
South Carolina
$1.39M +$1.66M 1 3% Increased
365
Perigon Wealth Management
Perigon Wealth Management
California
$1.39M +$73.6K 1 0.04% Increased
366
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$1.38M -$480K 1 0.01% Reduced
367
Orion Portfolio Solutions
Orion Portfolio Solutions
Nebraska
$1.38M -$480K 1 0.01% Reduced
368
IHT Wealth Management
IHT Wealth Management
Illinois
$1.38M +$167K 1 0.04% Increased
369
RW
Rede Wealth
Virginia
$1.38M +$12.1K 1 0.49% Increased
370
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$1.38M +$125K 1 0.05% Increased
371
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$1.35M +$1.25M 1 0.03% Increased
372
EAM
EFG Asset Management
Oregon
$1.35M +$438K 1 0.22% Increased
373
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$1.35M +$986K 1 0.08% Increased
374
HVCM
Hel Ved Capital Management
Hong Kong
$1.35M -$2.94M 1 0.49% Reduced
375
HT
Headlands Technologies
Illinois
$1.35M +$1.77M 2 0.15% Increased