← 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
SA
Sicart Associates
New York
$407K -$3.7K 1 0.16% Reduced
527
MAI Capital Management
MAI Capital Management
Ohio
$405K +$4.37K 1 0% Increased
528
PEAK6 Investments
PEAK6 Investments
Illinois
$403K +$417K 1 0% Increased
529
Lido Advisors
Lido Advisors
California
$401K -$140K 1 0% Reduced
530
CCC
Chesapeake Capital Corp
Florida
$399K -$453K 1 0.52% Reduced
531
KWS
Keystone Wealth Services
California
$398K $0 1 0.12% Maintained
532
IFP Advisors
IFP Advisors
Florida
$392K -$9.9K 2 0.02% Reduced
533
SGA
Seaport Global Advisors
Massachusetts
$385K +$399K 1 1.38% New
534
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$384K -$123K 1 0.03% Reduced
535
Wedmont Private Capital
Wedmont Private Capital
Pennsylvania
$384K +$45.6K 1 0.02% Increased
536
Strategic Wealth Partners
Strategic Wealth Partners
Ohio
$382K -$22.3K 1 0.04% Reduced
537
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$381K +$394K 1 0% New
538
Berger Financial Group
Berger Financial Group
Minnesota
$380K +$8.74K 1 0.03% Increased
539
Jacobi Capital Management
Jacobi Capital Management
Pennsylvania
$380K -$10.8K 1 0.03% Reduced
540
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$379K +$8.05K 1 0.01% Increased
541
Requisite Capital Management
Requisite Capital Management
Texas
$378K $0 1 0.09% Maintained
542
WhitTier Trust Company
WhitTier Trust Company
Nevada
$376K $0 1 0.01% Maintained
543
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$374K +$388K 1 0.01% New
544
Deerfield Management
Deerfield Management
New York
$370K +$384K 1 0.01% New
545
Waverton Investment Management
Waverton Investment Management
United Kingdom
$369K $0 1 0.01% Maintained
546
AssetMark Inc
AssetMark Inc
California
$362K +$51.8K 1 0% Increased
547
LWM
Laidlaw Wealth Management
New York
$360K -$55.7K 1 0.2% Reduced
548
Smith Anglin Financial
Smith Anglin Financial
Texas
$358K +$113K 1 0.04% Increased
549
Partners Capital Investment Group
Partners Capital Investment Group
Massachusetts
$357K -$561K 1 0.01% Reduced
550
SFA
Source Financial Advisors
New York
$357K +$1.15K 1 0.11% Increased