← 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
PIC
Portland Investment Counsel
Ontario, Canada
$682K +$151K 1 0.22% Increased
602
AWM
Activest Wealth Management
Florida
$675K +$103K 3 0.12% Increased
603
WEG
World Equity Group
Illinois
$674K +$399K 1 0.17% Increased
604
DFCM
Dark Forest Capital Management
Puerto Rico
$666K -$805K 1 0.06% Reduced
605
LM
Luminus Management
Texas
$663K +$1.18M 1 0.4% New
606
AlphaCore Capital
AlphaCore Capital
California
$663K +$353K 1 0.02% Increased
607
JWCA
J.W. Cole Advisors
Florida
$661K -$34.2K 1 0.02% Reduced
608
VCA
Verdence Capital Advisors
Maryland
$655K -$1M 1 0.04% Reduced
609
UAG
United Advisor Group
Ohio
$653K -$2.76K 1 0.08% Reduced
610
TCW Group
TCW Group
California
$651K +$35.4K 1 0% Increased
611
OA
Oasis Advisors
Iowa
$650K +$732K 1 0.13% New
612
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$647K +$5.71K 1 0.01% Increased
613
XSC
X-Square Capital
Puerto Rico
$647K +$450K 2 0.22% Increased
614
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$645K +$235K 1 0.02% Increased
615
MCM
Massar Capital Management
Connecticut
$643K -$13.8M 1 0.07% Reduced
616
Alphadyne Asset Management
Alphadyne Asset Management
New York
$640K +$155K 1 0.01% Increased
617
TS
Triglav Skladi
Slovenia
$637K +$718K 1 0.04% New
618
Brown Advisory
Brown Advisory
Maryland
$637K -$146K 1 0% Reduced
619
Guggenheim Capital
Guggenheim Capital
Illinois
$634K +$7.09K 1 0% Increased
620
Glenmede Trust
Glenmede Trust
Pennsylvania
$634K +$267K 1 0% Increased
621
FCM
Fourpath Capital Management
Oklahoma
$634K +$715K 1 0.09% New
622
Wedbush Securities
Wedbush Securities
California
$627K +$42.1K 1 0.02% Increased
623
Calamos Wealth Management
Calamos Wealth Management
Illinois
$627K +$2.95K 1 0.02% Increased
624
EPIME
Evelyn Partners Investment Management (Europe)
$623K -$22.6K 1 0.21% Reduced
625
PD
Planning Directions
Pennsylvania
$616K +$19.7K 1 0.31% Increased