← 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
551
VAM
Vienna Asset Management
California
$551K -$2.26M 1 0.37% Reduced
552
MAI Capital Management
MAI Capital Management
Ohio
$549K +$89.6K 1 0% Increased
553
Savvy Advisors Inc
Savvy Advisors Inc
New York
$548K -$748K 1 0.07% Reduced
554
AIM
Aigen Investment Management
New York
$548K +$560K 1 0.1% New
555
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$546K +$558K 1 0.33% New
556
Prospera Financial Services
Prospera Financial Services
Texas
$543K +$52.8K 1 0.01% Increased
557
TPWA
Twin Peaks Wealth Advisors
California
$541K -$75.7K 1 0.23% Reduced
558
SCM
Stevens Capital Management
Pennsylvania
$540K -$3.97M 1 0.22% Reduced
559
BC
Bridgefront Capital
Texas
$539K -$79K 1 0.18% Reduced
560
Equitable Holdings
Equitable Holdings
New York
$535K -$49.8K 1 0.01% Reduced
561
BCM
BluePath Capital Management
Georgia
$534K $0 1 0.29% Maintained
562
Simplicity Wealth
Simplicity Wealth
New Jersey
$530K +$542K 1 0.11% New
563
SFI
Siemens Fonds Invest
Germany
$528K +$11.4K 1 0.04% Increased
564
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$527K +$42.1K 1 0.03% Increased
565
CreativeOne Wealth
CreativeOne Wealth
Kansas
$522K +$534K 1 0.02% New
566
Forum Financial Management
Forum Financial Management
Illinois
$518K +$2.29K 1 0.01% Increased
567
SteelPeak Wealth
SteelPeak Wealth
California
$518K -$1.35M 1 0.02% Reduced
568
PIA
Perennial Investment Advisors
California
$516K +$148K 1 0.06% Increased
569
BIP
Blueprint Investment Partners
North Carolina
$516K +$528K 1 0.08% New
570
SPA
Sherbrooke Park Advisers
New York
$514K +$526K 1 0.16% New
571
CI
Cigna Investments
Connecticut
$513K +$3.55K 1 0.09% Increased
572
Dakota Wealth Management
Dakota Wealth Management
Florida
$509K +$520K 1 0.01% New
573
KIA
KCM Investment Advisors
California
$507K +$518K 1 0.02% New
574
CF
Convergence Financial
Missouri
$506K -$46.5K 1 0.1% Reduced
575
FHA
Flagship Harbor Advisors
Massachusetts
$504K +$14.2K 1 0.03% Increased