← 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
LM
Luminus Management
Texas
$465K +$1.09M 1 0.21% New
527
RCM
Requisite Capital Management
Texas
$451K -$18K 1 0.1% Reduced
528
WhitTier Trust Company
WhitTier Trust Company
Nevada
$449K -$45.7K 1 0.01% Reduced
529
Glenmede Trust
Glenmede Trust
Pennsylvania
$447K +$303K 1 0% New
530
IIA
IPG Investment Advisors
California
$446K -$172K 1 0.1% Reduced
531
Inspire Investing
Inspire Investing
Idaho
$444K -$152K 1 0.05% Reduced
532
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$443K -$37.1K 1 0.01% Reduced
533
BFG
Berger Financial Group
Minnesota
$443K -$136K 1 0.04% Reduced
534
IEFM
IQ EQ Fund Management
Ireland
$443K -$20.2K 1 0.05% Reduced
535
Scotia Capital
Scotia Capital
Ontario, Canada
$442K -$157K 1 0% Reduced
536
Waverton Investment Management
Waverton Investment Management
United Kingdom
$440K $0 1 0.01% Maintained
537
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$440K -$179K 1 0.02% Reduced
538
DC
DeDora Capital
California
$438K +$2.7K 1 0.14% Increased
539
TS
Tamar Securities
California
$436K +$307K 2 0.07% Increased
540
Global Retirement Partners
Global Retirement Partners
California
$436K +$123K 1 0.02% Increased
541
Guggenheim Capital
Guggenheim Capital
Illinois
$432K +$294K 1 0% New
542
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$431K +$64.8K 1 0.01% Increased
543
Brooklyn Investment Group
Brooklyn Investment Group
New York
$427K +$3.06K 1 0.18% Increased
544
SFA
Source Financial Advisors
New York
$424K $0 1 0.13% Maintained
545
Sigma Planning Corp
Sigma Planning Corp
Michigan
$418K +$47.2K 1 0.01% Increased
546
LBP AM
LBP AM
France
$417K +$283K 1 0.02% New
547
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$414K -$12.2K 1 0.01% Reduced
548
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$414K -$63.9K 1 0.01% Reduced
549
PWLP
Prio Wealth Limited Partnership
Massachusetts
$411K $0 1 0.01% Maintained
550
BRWA
B. Riley Wealth Advisors
Florida
$409K -$579K 1 0.01% Reduced