← 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
501	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$462K	+$479K	1	0.23%	New
502	FFL Financial Freedom LLC Cincinnati, Ohio	$462K	$0	1	0.26%	Maintained
503	SC US (TTGP) Menlo Park, California	$461K	$0	1	0%	Maintained
504	National Philanthropic Trust Jenkintown, Pennsylvania	$459K	+$116K	1	0.01%	Increased
505	Valeo Financial Advisors Carmel, Indiana	$457K	-$24.4K	1	0.01%	Reduced
506	Laird Norton Wetherby Wealth Management San Francisco, California	$457K	-$4.83K	1	0.02%	Reduced
507	CI Cigna Investments Bloomfield, Connecticut	$455K	+$48.6K	1	0.08%	Increased
508	Edmond de Rothschild Holding Chambesy, Switzerland	$449K	+$262K	1	0.01%	Increased
509	Benjamin Edwards Inc Clayton, Missouri	$446K	+$14K	1	0.09%	Increased
510	Davenport & Co Richmond, Virginia	$437K	+$452K	1	0%	New
511	Concurrent Investment Advisors Tampa, Florida	$436K	+$69.5K	1	0.01%	Increased
512	Winton Group London, United Kingdom	$430K	+$445K	1	0.03%	New
513	MHS M Holdings Securities Portland, Oregon	$430K	+$446K	1	0.06%	New
514	FHA Flagship Harbor Advisors Boston, Massachusetts	$429K	+$12K	1	0.03%	Increased
515	Brooklyn Investment Group Brooklyn, New York	$427K	$0	1	0.18%	Maintained
516	Equitable Holdings New York	$425K	-$213K	1	0%	Reduced
517	Prospera Financial Services Dallas, Texas	$425K	-$93.2K	1	0.01%	Reduced
518	Acadian Asset Management Boston, Massachusetts	$422K	+$437K	1	0%	New
519	IIA IPG Investment Advisors San Diego, California	$419K	+$46.9K	1	0.09%	Increased
520	BNP Paribas Asset Management Paris, France	$417K	+$89.5K	1	0%	Increased
521	BAM Blueshift Asset Management Red Bank, New Jersey	$412K	-$538K	1	0.14%	Reduced
522	Lazard Asset Management New York	$412K	-$13.3K	1	0%	Reduced
523	Vanguard Capital Wealth Advisors Denver, Colorado	$411K	-$1.84K	1	0.28%	Reduced
524	VBFG Vishria Bird Financial Group Memphis, Tennessee	$411K	$0	1	0.17%	Maintained
525	PineBridge Investments New York	$408K	-$62.1K	1	0%	Reduced