← 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	JGC J. Goldman & Co New York	$1.05M	-$561K	1	0.03%	Reduced
527	Cary Street Partners Richmond, Virginia	$1.04M	-$2.04M	1	0.03%	Reduced
528	OWA One Wealth Advisors San Francisco, California	$1.03M	$0	1	0.13%	Maintained
529	PTC Private Trust Company Cleveland, Ohio	$1.03M	+$979K	1	0.09%	Increased
530	Integrated Wealth Concepts Waltham, Massachusetts	$1.03M	+$921K	2	0.01%	Increased
531	Mount Yale Investment Advisors Denver, Colorado	$1.03M	+$495K	1	0.02%	Increased
532	SG StoneX Group New York	$1.02M	+$952K	1	0.06%	Increased
533	Coldstream Capital Management Bellevue, Washington	$1.02M	+$427K	1	0.01%	Increased
534	GPWM Grant Private Wealth Management Pleasanton, California	$1.02M	-$79.1K	1	0.54%	Reduced
535	SC Syon Capital San Francisco, California	$1.01M	-$150K	1	0.05%	Reduced
536	EFH Eaton Financial Holdings Coral Springs, Florida	$1.01M	+$827K	1	0.33%	Increased
537	Silvercrest Asset Management New York	$994K	+$924K	1	0.01%	Increased
538	AWA Aletheian Wealth Advisors Bellevue, Washington	$994K	+$1.12M	1	0.48%	New
539	National Philanthropic Trust Jenkintown, Pennsylvania	$975K	-$85.6K	1	0.01%	Reduced
540	CIAM Caitong International Asset Management Hong Kong	$974K	-$9.46M	4	0.18%	Reduced
541	OL Odyssean LLC Darien, Connecticut	$966K	+$1.09M	1	0.35%	New
542	KRSITF Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky	$966K	$0	1	0.07%	Maintained
543	CIA Cladis Investment Advisory Billings, Montana	$957K	+$728K	1	0.53%	Increased
544	GL Gerber LLC Columbus, Ohio	$956K	$0	1	0.53%	Maintained
545	CMT Capital Markets Trading Frankfurt, Germany	$946K	+$174K	1	0.01%	Increased
546	TIS Titan Investment Solutions London,	$936K	+$124K	1	0.12%	Increased
547	Canada Post Corporation Pension Plan Toronto, Canada	$922K	$0	1	0.04%	Maintained
548	Brown Brothers Harriman & Co New York	$919K	+$839K	1	0%	Increased
549	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$918K	+$12.4K	1	0.26%	Increased
550	HB Wealth Management Atlanta, Georgia	$899K	+$61.8K	1	0.01%	Increased