← 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
Cary Street Partners
Cary Street Partners
Virginia
$783K +$1.1M 1 0.02% New
452
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$782K +$63.4K 1 0.01% Increased
453
P8IP
Pier 88 Investment Partners
California
$782K +$79.9K 1 0.15% Increased
454
CIM
CIM Investment Management
Pennsylvania
$776K -$726 1 0.18% Reduced
455
Choreo LLC
Choreo LLC
Illinois
$767K +$484 1 0.01% Increased
456
Axxcess Wealth Management
Axxcess Wealth Management
California
$765K +$630K 1 0.02% Increased
457
EU
Emory University
Georgia
$760K +$8.23K 1 3.47% Increased
458
ET
Entropy Technologies
New York
$759K +$1.07M 1 0.07% New
459
CAS
CTC Alternative Strategies
Illinois
$744K +$141K 1 0.91% Increased
460
WGCA
Wolf Group Capital Advisors
Virginia
$734K +$1.03M 1 0.25% New
461
IPW
Impact Partnership Wealth
Georgia
$732K +$558K 1 0.16% Increased
462
PD
Planning Directions
Pennsylvania
$722K +$32.9K 1 0.31% Increased
463
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$701K -$61.7K 1 0% Reduced
464
KOC
Koss-Olinger Consulting
Florida
$700K +$984K 1 0.06% New
465
SRL
Scientech Research LLC
New Jersey
$694K -$524K 1 0.18% Reduced
466
CSA
Cottage Street Advisors
Massachusetts
$691K +$119K 1 0.35% Increased
467
MCM
Massar Capital Management
Connecticut
$689K +$969K 1 0.77% New
468
1W
1776 Wealth
Georgia
$685K $0 1 0.31% Maintained
469
BOK Financial
BOK Financial
Oklahoma
$685K +$1.94K 1 0.01% Increased
470
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$683K +$583K 1 0.01% Increased
471
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$682K +$414K 1 0.02% Increased
472
Spire Wealth Management
Spire Wealth Management
Virginia
$679K -$3.87K 1 0.02% Reduced
473
EWM
Elite Wealth Management
Washington
$677K +$952K 1 0.09% New
474
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$671K -$558K 1 0.01% Reduced
475
AIP
Arrowpoint Investment Partners
Singapore
$665K +$935K 1 0.08% New