← 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
376
Perigon Wealth Management
Perigon Wealth Management
California
$448K -$27.8K 1 0.04% Reduced
377
MAFM
Mid Atlantic Financial Management
Pennsylvania
$447K +$33.5K 1 0.03% Increased
378
MCC
Malaga Cove Capital
California
$445K +$482K 1 0.18% New
379
BFO
Biltmore Family Office
North Carolina
$441K +$478K 1 0.11% New
380
Fulton Bank
Fulton Bank
Pennsylvania
$440K +$477K 1 0.02% New
381
MTCM
Mint Tower Capital Management
Netherlands
$440K -$331K 1 0.06% Reduced
382
MA
Mutual Advisors
Nebraska
$435K -$15K 1 0.03% Reduced
383
VBFG
Vishria Bird Financial Group
Tennessee
$431K +$466K 1 0.23% New
384
Evercore Wealth Management
Evercore Wealth Management
New York
$421K -$529K 1 0.01% Reduced
385
FIA
FNY Investment Advisers
New York
$419K +$146K 2 0.19% Increased
386
RIA
Realta Investment Advisors
Delaware
$416K +$440K 2 0.1% New
387
CreativeOne Wealth
CreativeOne Wealth
Kansas
$414K -$41.1K 1 0.02% Reduced
388
ICP
Interchange Capital Partners
Pennsylvania
$413K +$49.2K 1 0.69% Increased
389
Tocqueville Asset Management
Tocqueville Asset Management
New York
$409K -$320K 1 0.01% Reduced
390
I
INVST
Indiana
$405K -$30.8K 1 0.06% Reduced
391
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$404K +$289K 1 0.04% New
392
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$404K +$437K 1 0.01% New
393
Scotia Capital
Scotia Capital
Ontario, Canada
$400K +$12.1K 1 0% Increased
394
WDC
Woodward Diversified Capital
California
$398K +$431K 1 0.25% New
395
LBD
Landsberg Bennett & Dubbaneh
Florida
$396K +$421K 1 0.05% New
396
AIS
AM Investment Strategies
Tennessee
$387K +$152K 1 0.1% Increased
397
RMC
Regis Management Company
California
$383K $0 1 0.07% Maintained
398
IAIM
International Assets Investment Management
Florida
$382K -$1.19M 2 0.07% Reduced
399
SCP
Shorepoint Capital Partners
Massachusetts
$380K +$411K 1 0.17% New
400
Waverly Advisors
Waverly Advisors
Alabama
$380K +$278K 1 0.03% New