← 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
MAS
Meeder Advisory Services
Ohio
$695K +$90.6K 1 0.04% Increased
502
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$694K +$6.35K 1 0.07% Increased
503
Evercore Wealth Management
Evercore Wealth Management
New York
$688K -$61.7K 1 0.01% Reduced
504
AI
AXS Investments
New York
$687K +$6.6K 1 0.19% Increased
505
CCA
Cadent Capital Advisors
Oklahoma
$686K +$701K 1 0.24% New
506
PAG
Private Advisory Group
Washington
$685K +$700K 1 0.08% New
507
Global Retirement Partners
Global Retirement Partners
California
$683K +$17.8K 1 0.02% Increased
508
JSL
JT Stratford LLC
Georgia
$683K -$156K 1 0.11% Reduced
509
U.S. Capital Wealth Advisors
U.S. Capital Wealth Advisors
Texas
$680K +$695K 1 0.02% New
510
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$672K -$265K 1 0.02% Reduced
511
Allworth Financial
Allworth Financial
California
$670K +$22.8K 1 0% Increased
512
UAG
United Advisor Group
Ohio
$669K +$684K 1 0.13% New
513
Level Four Advisory Services
Level Four Advisory Services
Texas
$667K -$17.5K 1 0.03% Reduced
514
KA
Kovack Advisors
Florida
$666K +$681K 1 0.07% New
515
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$664K -$552K 1 0.04% Reduced
516
Prudential plc
Prudential plc
United Kingdom
$660K $0 1 0% Maintained
517
MYAM
Meiji Yasuda Asset Management
Japan
$653K +$15.2K 1 0.02% Increased
518
Pallas Capital Advisors
Pallas Capital Advisors
Massachusetts
$652K +$12.9K 1 0.03% Increased
519
AGM
Alpine Global Management
New York
$640K +$654K 1 0.19% New
520
BCM
BluePointe Capital Management
California
$640K -$109K 1 0.37% Reduced
521
IAS
Insigneo Advisory Services
Florida
$637K -$331K 1 0.07% Reduced
522
Yousif Capital Management
Yousif Capital Management
Michigan
$635K +$11.2K 1 0.01% Increased
523
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$635K +$39.3K 1 0.03% Increased
524
&Partners
&Partners
Tennessee
$632K +$96K 1 0.01% Increased
525
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$632K +$55.6K 1 0.03% Increased