← 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
Shelton Capital Management
Shelton Capital Management
Colorado
$1.61M +$1.76M 1 0.03% Increased
502
NP
Nilsine Partners
Colorado
$1.6M -$30.1K 1 0.14% Reduced
503
GA
GoalVest Advisory
New York
$1.6M +$523K 1 0.31% Increased
504
Jump Financial
Jump Financial
Illinois
$1.59M -$364K 2 0.02% Reduced
505
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$1.58M -$449K 1 0.04% Reduced
506
Simplicity Wealth
Simplicity Wealth
New Jersey
$1.57M -$401K 1 0.09% Reduced
507
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$1.57M +$357K 1 0.01% Increased
508
BB
Burford Brothers
Texas
$1.55M -$24.4K 1 0.64% Reduced
509
Callan Family Office
Callan Family Office
Pennsylvania
$1.54M +$242K 1 0.03% Increased
510
KFP
KMG Fiduciary Partners
Ohio
$1.54M -$1.35M 1 0.11% Reduced
511
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$1.54M -$90K 1 0.01% Reduced
512
IP
Intellectus Partners
California
$1.54M +$192K 1 0.3% Increased
513
Axxcess Wealth Management
Axxcess Wealth Management
California
$1.53M +$518K 1 0.03% Increased
514
TSS
Two Sigma Securities
New York
$1.53M +$1.82M 1 0.21% Increased
515
Perigon Wealth Management
Perigon Wealth Management
California
$1.51M -$57.8K 1 0.03% Reduced
516
&Partners
&Partners
Tennessee
$1.49M +$710K 1 0.01% Increased
517
ACMA
Arbor Capital Management (Alaska)
Alaska
$1.49M -$11.9K 1 1.25% Reduced
518
SC
Syon Capital
California
$1.48M +$1.74M 1 0.07% Increased
519
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$1.46M -$319K 1 0.01% Reduced
520
Optiver Holding
Optiver Holding
Netherlands
$1.45M +$1.91M 1 0% New
521
GPWM
Grant Private Wealth Management
California
$1.42M -$57.2K 1 0.86% Reduced
522
Caisse Des Depots Et Consignations
Caisse Des Depots Et Consignations
France
$1.41M $0 1 0.03% Maintained
523
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$1.41M -$1.23M 1 0.01% Reduced
524
SP
Stablepoint Partners
Massachusetts
$1.41M +$90.9K 1 0.22% Increased
525
CPL
CAP Partners LLC
Tennessee
$1.4M +$45.3K 1 0.79% Increased