← 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
401
BCM
BluePointe Capital Management
California
$630K +$395K 1 0.48% New
402
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$627K -$56K 2 0.01% Reduced
403
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$626K +$9.98K 2 0.05% Increased
404
Empowered Funds
Empowered Funds
Pennsylvania
$616K +$387K 1 0.02% New
405
Caprock Group
Caprock Group
Idaho
$613K +$24.4K 1 0.04% Increased
406
BBA
Baader Bank Aktiengesellschaft
Germany
$612K -$455K 1 0.04% Reduced
407
WW
Westshore Wealth
California
$610K $0 1 0.28% Maintained
408
JEST
JTC Employer Solutions Trustee
Jersey
$602K +$170K 1 0.05% Increased
409
Bleakley Financial Group
Bleakley Financial Group
New Jersey
$591K -$34.6K 1 0.02% Reduced
410
Simplicity Solutions
Simplicity Solutions
Minnesota
$590K -$34.6K 1 0.02% Reduced
411
GCS
Gordian Capital (Singapore)
Singapore
$589K +$32.8K 1 0.53% Increased
412
HCA
Harbour Capital Advisors
Virginia
$588K +$422K 1 0.16% New
413
AGC
Aspen Grove Capital
Colorado
$586K -$359K 1 0.18% Reduced
414
SCA
STALEY CAPITAL ADVISERS
Pennsylvania
$574K $0 1 0.03% Maintained
415
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$568K +$874 1 0.05% Increased
416
PD
Planning Directions
Pennsylvania
$566K +$356K 1 0.4% New
417
Spire Wealth Management
Spire Wealth Management
Virginia
$563K -$50.2K 1 0.02% Reduced
418
ACA
Atlas Capital Advisors
Wyoming
$556K +$328K 1 0.08% Increased
419
ONGA
O'Neil Global Advisors
California
$555K +$348K 1 0.32% New
420
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$551K +$346K 1 0.01% New
421
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$550K +$346K 1 0.01% New
422
Equitable Holdings
Equitable Holdings
New York
$546K +$40.2K 1 0.01% Increased
423
ECG
EPIQ Capital Group
California
$546K $0 1 0.25% Maintained
424
BBP
Banco BTG Pactual
Brazil
$539K +$316K 1 0.07% New
425
NC
NinePointTwo Capital
California
$538K $0 1 0.21% Maintained