← 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
MSA
MUFG Securities Americas
New York
$1.39M +$14.3K 1 0.09% Increased
527
SAM
Securian Asset Management
Minnesota
$1.39M -$1.41M 1 0.05% Reduced
528
HA
Huntleigh Advisors
Missouri
$1.39M -$43.5K 1 0.23% Reduced
529
Prospera Financial Services
Prospera Financial Services
Texas
$1.38M +$224K 1 0.02% Increased
530
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$1.38M -$4.21M 4 0.03% Reduced
531
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$1.38M -$566K 2 0% Reduced
532
National Philanthropic Trust
National Philanthropic Trust
Pennsylvania
$1.36M +$1.79M 1 0.01% New
533
OWA
One Wealth Advisors
California
$1.34M $0 1 0.16% Maintained
534
IAN
Integrated Advisors Network
Texas
$1.31M +$1.41M 1 0.06% Increased
535
FTC
Farmers Trust Company
Ohio
$1.3M -$26.2K 1 0.21% Reduced
536
World Investment Advisors
World Investment Advisors
California
$1.29M +$462K 1 0.02% Increased
537
Boothbay Fund Management
Boothbay Fund Management
New York
$1.29M +$859K 2 0.02% Increased
538
Circle Wealth Management
Circle Wealth Management
New Jersey
$1.28M +$328K 1 0.02% Increased
539
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$1.28M +$1.67M 1 0.01% New
540
AssetMark Inc
AssetMark Inc
California
$1.26M +$124K 1 0% Increased
541
NRS
Neville Rodie & Shaw
New York
$1.26M -$44.7K 1 0.09% Reduced
542
BWM
Benson Wealth Management
Tennessee
$1.26M +$1.66M 1 1.41% New
543
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$1.25M +$55.1K 1 0.02% Increased
544
CQWA
Chokshi & Queen Wealth Advisors
California
$1.25M +$448K 1 0.65% Increased
545
KRSITF
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.25M $0 1 0.08% Maintained
546
PL
Polianta Ltd
Jersey
$1.24M +$358K 1 0.16% Increased
547
GL
Gerber LLC
Ohio
$1.24M -$12.2K 1 0.69% Reduced
548
Federated Hermes
Federated Hermes
Pennsylvania
$1.22M -$720K 2 0% Reduced
549
Vise Technologies
Vise Technologies
New York
$1.22M +$111K 1 0.02% Increased
550
VIA
Virtus Investment Advisers
Connecticut
$1.21M +$161K 1 0.33% Increased