← 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
CC
Callan Capital
California
$226K -$11.4K 1 0.02% Reduced
602
FFM
Fullerton Fund Management
Singapore
$226K +$254K 1 0.01% New
603
HB Wealth Management
HB Wealth Management
Georgia
$226K -$14.2K 1 0% Reduced
604
Axiom Advisory
Axiom Advisory
California
$218K +$3.4K 1 0% Increased
605
AWP
Avid Wealth Partners
Texas
$218K $0 1 0.15% Maintained
606
Concurrent Investment Advisors
Concurrent Investment Advisors
Florida
$214K -$152K 1 0.01% Reduced
607
Oversea-Chinese Banking Corp (OCBC)
Oversea-Chinese Banking Corp (OCBC)
Singapore
$211K -$102K 1 0.01% Reduced
608
VI
Versor Investments
New York
$210K -$466K 1 0.03% Reduced
609
CGA
Crescent Grove Advisors
Illinois
$206K +$232K 1 0.02% New
610
WPW
Watershed Private Wealth
Illinois
$206K +$1K 1 0.08% Increased
611
CF
Crosspoint Financial
California
$205K $0 1 0.71% Maintained
612
HCM
Harvey Capital Management
Florida
$205K $0 1 0.05% Maintained
613
Capital Investment Advisors
Capital Investment Advisors
Georgia
$205K +$9.62K 1 0% Increased
614
CWM
Cranbrook Wealth Management
Michigan
$203K $0 1 0.05% Maintained
615
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$203K +$5.01K 1 0% Increased
616
Guggenheim Capital
Guggenheim Capital
Illinois
$203K +$228K 1 0% New
617
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$202K -$2.54M 1 0% Reduced
618
CCM
Chickasaw Capital Management
Tennessee
$200K -$6.61K 1 0.01% Reduced
619
FFL
Financial Freedom LLC
Ohio
$192K -$200K 1 0.1% Reduced
620
BC
Belmont Capital
California
$191K $0 1 0.03% Maintained
621
CMBA
C.M. Bidwell & Associates
Hawaii
$189K -$226K 1 0.12% Reduced
622
Ancora Advisors
Ancora Advisors
Ohio
$180K $0 1 0% Maintained
623
NRG
Nemes Rush Group
Michigan
$179K +$6.81K 1 0.03% Increased
624
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$171K +$3.6K 1 0.05% Increased
625
IAIM
International Assets Investment Management
Florida
$169K +$198K 2 0.01% New