← 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
601
Aquatic Capital Management
Aquatic Capital Management
Illinois
$318K -$10.5M 1 0.01% Reduced
602
P
Pitcairn
Pennsylvania
$314K -$9.54K 1 0.02% Reduced
603
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$314K +$229K 2 0% New
604
Miracle Mile Advisors
Miracle Mile Advisors
California
$311K -$163K 1 0.01% Reduced
605
CCM
Chickasaw Capital Management
Tennessee
$307K $0 1 0.01% Maintained
606
RWM
Rockline Wealth Management
New York
$307K +$208K 1 0.11% New
607
CF
Crosspoint Financial
California
$306K -$27K 1 2.61% Reduced
608
HCM
Harvey Capital Management
Florida
$305K -$45K 1 0.09% Reduced
609
WPW
Watershed Private Wealth
Illinois
$305K +$207K 1 0.13% New
610
CWM
Cranbrook Wealth Management
Michigan
$303K $0 1 0.08% Maintained
611
Merit Financial Group
Merit Financial Group
Georgia
$300K -$138K 1 0.01% Reduced
612
RAG
RIA Advisory Group
Iowa
$299K +$203K 1 0.12% New
613
PCP
Proficio Capital Partners
Massachusetts
$298K +$202K 1 0.03% New
614
SAF
Smith Anglin Financial
Texas
$297K +$201K 1 0.03% New
615
TCM
Teza Capital Management
Illinois
$296K +$201K 1 0.04% New
616
Los Angeles Capital Management
Los Angeles Capital Management
California
$294K +$199K 1 0% New
617
Capital Investment Advisors
Capital Investment Advisors
Georgia
$293K -$45.9K 1 0.01% Reduced
618
Trillium Asset Management
Trillium Asset Management
Massachusetts
$292K +$198K 1 0.01% New
619
Western Wealth Management
Western Wealth Management
Colorado
$290K +$197K 1 0.02% New
620
AFAS
Acorn Financial Advisory Services
Virginia
$284K +$193K 1 0.05% New
621
CMF
Counterpoint Mutual Funds
California
$282K +$191K 1 0.07% New
622
Koshinski Asset Management
Koshinski Asset Management
Illinois
$279K -$155K 1 0.03% Reduced
623
Stephens Inc
Stephens Inc
Arkansas
$278K +$189K 1 0% New
624
OFW
Omnia Family Wealth
Florida
$277K +$188K 1 0.13% New
625
Evergreen Capital Management
Evergreen Capital Management
Washington
$275K +$186K 1 0.01% New