← 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
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$424K $0 1 0% Maintained
602
WW
Westshore Wealth
California
$423K -$427K 1 0.17% Reduced
603
RCM
Requisite Capital Management
Texas
$422K $0 1 0.09% Maintained
604
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$421K -$211K 1 0% Reduced
605
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$420K +$140K 1 0% Increased
606
WhitTier Trust Company
WhitTier Trust Company
Nevada
$420K $0 1 0.01% Maintained
607
PCP
Proficio Capital Partners
Massachusetts
$418K +$82.5K 1 0.03% Increased
608
Arkadios Wealth Advisors
Arkadios Wealth Advisors
Georgia
$411K -$304K 1 0.02% Reduced
609
OWG
Oxford Wealth Group
Florida
$408K +$418K 1 0.26% New
610
BFG
Berger Financial Group
Minnesota
$403K -$17.5K 1 0.03% Reduced
611
MCIA
Mountain Capital Investment Advisors
Colorado
$396K $0 1 0.08% Maintained
612
LWM
Laidlaw Wealth Management
New York
$394K -$33.5K 1 0.17% Reduced
613
HH
Hilltop Holdings
Texas
$391K +$400K 1 0.02% New
614
Jupiter Asset Management
Jupiter Asset Management
United Kingdom
$390K +$399K 1 0% New
615
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$387K +$64K 1 0.01% Increased
616
PineBridge Investments
PineBridge Investments
New York
$386K $0 1 0% Maintained
617
HB Wealth Management
HB Wealth Management
Georgia
$382K +$69K 1 0% Increased
618
FRA
Frank Rimerman Advisors
California
$380K +$8.38K 1 0.03% Increased
619
Greenleaf Trust
Greenleaf Trust
Michigan
$379K +$26.7K 1 0% Increased
620
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$369K +$378K 1 0.01% New
621
CAWM
Capital Advisors Wealth Management
Washington
$365K +$11.4K 1 0.07% Increased
622
Balyasny Asset Management
Balyasny Asset Management
Illinois
$362K -$13.1M 1 0% Reduced
623
DC
DeDora Capital
California
$362K -$20.1K 1 0.1% Reduced
624
ECG
Edge Capital Group
Georgia
$362K +$40.9K 1 0.02% Increased
625
Miracle Mile Advisors
Miracle Mile Advisors
California
$360K +$17.5K 1 0.01% Increased