← 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
476
MPM
MBB Public Markets
Illinois
$604K +$410K 1 0.04% New
477
MCA
MSH Capital Advisors
Arizona
$604K $0 1 0.21% Maintained
478
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$600K +$1.6M 1 0.04% New
479
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$600K -$180K 1 0.05% Reduced
480
SIA
Schechter Investment Advisors
Michigan
$597K $0 1 0.04% Maintained
481
SA
Strategic Advocates
Utah
$593K +$403K 1 0.23% New
482
JWM
JFG Wealth Management
Colorado
$585K +$163K 1 0.16% Increased
483
BCM
BluePath Capital Management
Georgia
$585K +$397K 1 0.44% New
484
VAM
Vienna Asset Management
California
$583K +$385K 1 0.53% New
485
HWAM
Hennion & Walsh Asset Management
New Jersey
$582K -$15.5K 1 0.03% Reduced
486
CF
Convergence Financial
Missouri
$577K +$392K 1 0.24% New
487
Metis Global Partners
Metis Global Partners
California
$576K -$17.3K 1 0.02% Reduced
488
IC
Inscription Capital
Texas
$572K +$389K 1 0.09% New
489
Brookstone Capital Management
Brookstone Capital Management
Illinois
$571K -$34.4K 1 0.01% Reduced
490
PCMH
Polymer Capital Management (HK)
Hong Kong
$570K +$387K 1 0.14% New
491
Diversified Trust
Diversified Trust
Tennessee
$559K +$5.76K 1 0.02% Increased
492
PineBridge Investments
PineBridge Investments
New York
$558K -$2.91M 1 0% Reduced
493
WAM
WNY Asset Management
New York
$557K -$90.9K 1 0.09% Reduced
494
FFL
Financial Freedom LLC
Ohio
$551K -$703K 1 0.33% Reduced
495
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$551K -$9.72K 1 0.03% Reduced
496
SC US (TTGP)
SC US (TTGP)
California
$550K $0 1 0% Maintained
497
BC
Belmont Capital
California
$549K $0 1 0.15% Maintained
498
CG
Cutler Group
California
$537K -$2.36M 2 0.17% Reduced
499
SIM
Seaview Investment Managers
Florida
$537K -$99K 1 0.16% Reduced
500
CMBA
C.M. Bidwell & Associates
Hawaii
$535K +$170K 1 0.36% Increased