← 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
526
IAS
IMA Advisory Services
Colorado
$464K -$130K 1 0.1% Reduced
527
PAA
Peregrine Asset Advisers
Oregon
$453K +$522K 1 0.18% New
528
WBC
Westpac Banking Corp
Australia
$449K +$518K 1 0% New
529
BAM
Bruderman Asset Management
New York
$449K -$649K 1 0.34% Reduced
530
GIM
Grassi Investment Management
California
$447K -$72.7K 1 0.04% Reduced
531
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$447K +$867K 1 0.02% New
532
RC
Ronit Capital
United Kingdom
$442K +$509K 1 0.64% New
533
SC
Shay Capital
New York
$438K +$851K 1 0.07% New
534
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$436K +$503K 1 0.02% New
535
BCV
Banque Cantonale Vaudoise
Switzerland
$435K +$296K 1 0.02% Increased
536
Eaton Vance Management
Eaton Vance Management
Massachusetts
$435K -$5.82K 2 0% Reduced
537
KCM
KRS Capital Management
Michigan
$431K +$497K 1 0.37% New
538
KCMH
Keywise Capital Management (HK)
Hong Kong
$429K +$494K 1 0.22% New
539
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$425K +$39.3K 1 0.02% Increased
540
IAIM
International Assets Investment Management
Florida
$425K +$62.9K 2 0.07% Increased
541
SCP
Shorepoint Capital Partners
Massachusetts
$421K -$1.16K 1 0.17% Reduced
542
AP
AtonRa Partners
Switzerland
$416K +$808K 1 0.14% New
543
KCPG
Kavar Capital Partners Group
Kansas
$413K +$14.5K 1 0.09% Increased
544
KWS
Keystone Wealth Services
California
$413K +$476K 1 0.17% New
545
RMC
Regis Management Company
California
$405K -$23K 1 0.07% Reduced
546
SXL
Summit X LLC
Missouri
$405K +$454K 1 0.09% New
547
TCM
Triumph Capital Management
Colorado
$404K +$41K 1 0.17% Increased
548
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$399K +$73K 1 0.03% Increased
549
MC
Moors & Cabot
Massachusetts
$393K +$102K 1 0.02% Increased
550
SCI
S&CO Inc
Massachusetts
$392K $0 1 0.03% Maintained