← 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
451
BIA
Biondo Investment Advisors
Pennsylvania
$667K +$768K 1 0.11% New
452
PCA
Private Capital Advisors
Connecticut
$658K -$11M 1 0.11% Reduced
453
SAF
Smith Anglin Financial
Texas
$657K -$35.5K 1 0.11% Reduced
454
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$655K +$754K 1 0.03% New
455
Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund
Illinois
$651K +$750K 1 0.02% New
456
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$651K +$7.85K 1 0.02% Increased
457
SS
Sunbelt Securities
Texas
$650K +$906K 1 0.11% New
458
VFM
Vivid Financial Management
California
$650K -$11.6K 1 0.24% Reduced
459
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management
Japan
$648K +$747K 1 0.01% New
460
SRC
Shufro Rose & Co
New York
$645K +$64K 1 0.05% Increased
461
CBFP
Cedar Brook Financial Partners
Ohio
$643K +$80.2K 1 0.16% Increased
462
HH
Hilltop Holdings
Texas
$641K +$20.4K 1 0.07% Increased
463
ProShare Advisors
ProShare Advisors
Maryland
$640K +$19.5K 1 0% Increased
464
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$639K +$736K 1 0% New
465
Lido Advisors
Lido Advisors
California
$637K +$279K 1 0.01% Increased
466
KA
Kovack Advisors
Florida
$633K +$380K 1 0.06% Increased
467
MFS
Monetta Financial Services
Illinois
$631K $0 1 0.49% Maintained
468
Needham Investment Management
Needham Investment Management
New York
$631K +$291K 1 0.08% Increased
469
Rathbones Group
Rathbones Group
United Kingdom
$623K +$31.4K 1 0.01% Increased
470
CFAM
Coury Firm Asset Management
Pennsylvania
$621K +$716K 1 0.47% New
471
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$614K -$392K 1 0.02% Reduced
472
SCA
Snowden Capital Advisors
New York
$605K +$236K 1 0.03% Increased
473
AC
Avestar Capital
New York
$604K +$371K 1 0.07% Increased
474
GIA
Gladstone Institutional Advisory
Florida
$603K +$694K 1 0.05% New
475
Western Wealth Management
Western Wealth Management
Colorado
$603K +$687K 1 0.06% New