← 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
SWM
SeaCrest Wealth Management
New York
$699K +$474K 1 0.09% New
452
Ballentine Partners
Ballentine Partners
Massachusetts
$688K -$1.8K 1 0.01% Reduced
453
SignatureFD
SignatureFD
Georgia
$687K +$159K 2 0.01% Increased
454
E Fund Management
E Fund Management
China
$681K +$462K 1 0.04% New
455
MSFS
Main Street Financial Solutions
Pennsylvania
$681K +$462K 1 0.07% New
456
Swiss Life Asset Management
Swiss Life Asset Management
$678K -$815K 1 0.01% Reduced
457
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$674K +$7.2K 1 0.03% Increased
458
XTX Topco
XTX Topco
Cayman Islands
$672K -$338K 2 0.09% Reduced
459
Compagnie Lombard Odier SCmA
Compagnie Lombard Odier SCmA
Switzerland
$671K +$284K 1 0.01% Increased
460
Parallel Advisors
Parallel Advisors
California
$664K -$83K 1 0.02% Reduced
461
BCM
Bayesian Capital Management
New York
$663K +$450K 1 0.06% New
462
UniSuper Management
UniSuper Management
Australia
$663K +$234K 1 0.01% Increased
463
LCM
Lazari Capital Management
California
$658K -$938K 1 0.36% Reduced
464
DCM
Dimension Capital Management
Florida
$656K +$6.84K 1 0.13% Increased
465
PWA
Prairie Wealth Advisors
Nebraska
$655K +$445K 1 0.31% New
466
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$654K -$22.9K 1 0.03% Reduced
467
NewEdge Wealth
NewEdge Wealth
Pennsylvania
$648K +$210K 1 0.01% Increased
468
Lido Advisors
Lido Advisors
California
$639K +$110K 1 0% Increased
469
MYAM
Meiji Yasuda Asset Management
Japan
$639K +$103K 1 0.03% Increased
470
AGA
Accuvest Global Advisors
Utah
$637K -$558K 1 0.28% Reduced
471
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$626K +$239K 1 0.03% Increased
472
GIA
Gladstone Institutional Advisory
Florida
$619K -$12.1K 1 0.03% Reduced
473
Allworth Financial
Allworth Financial
California
$618K -$31.7K 1 0% Reduced
474
Prospera Financial Services
Prospera Financial Services
Texas
$614K -$56K 1 0.02% Reduced
475
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$609K +$6.3K 1 0.01% Increased