← 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
626
BC
Belmont Capital
California
$238K -$230K 1 0.04% Reduced
627
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$237K -$1.2M 1 0% Reduced
628
AFAS
Acorn Financial Advisory Services
Virginia
$236K -$1.38K 1 0.04% Reduced
629
CC
Corton Capital
Ontario, Canada
$236K -$1.86M 1 0.12% Reduced
630
NorthRock Partners
NorthRock Partners
Minnesota
$235K -$46.9K 1 0.01% Reduced
631
Waverly Advisors
Waverly Advisors
Alabama
$233K +$13.6K 1 0% Increased
632
CMF
Counterpoint Mutual Funds
California
$232K -$4.6K 1 0.05% Reduced
633
SSG
Summit Securities Group
New York
$231K +$214K 2 0.04% New
634
HCM
Hollencrest Capital Management
California
$230K +$115K 1 0.01% Increased
635
WA
Wealth Alliance
New York
$230K +$238K 1 0.03% New
636
Evergreen Capital Management
Evergreen Capital Management
Washington
$229K -$920 1 0.01% Reduced
637
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$229K -$62K 1 0.02% Reduced
638
SAM
SP Asset Management
California
$228K +$6.44K 1 0.02% Increased
639
LGT Group Foundation
LGT Group Foundation
Liechtenstein
$227K +$235K 1 0% New
640
TCM
Triumph Capital Management
Colorado
$227K $0 1 0.09% Maintained
641
Plancorp LLC
Plancorp LLC
Missouri
$226K -$230 1 0.01% Reduced
642
NCM
Next Capital Management
New York
$226K $0 1 0.09% Maintained
643
EFS
Essex Financial Services
Connecticut
$225K +$77.1K 1 0.02% Increased
644
Bridgeway Capital Management
Bridgeway Capital Management
Texas
$225K +$160K 1 0.01% New
645
Avior Wealth Management
Avior Wealth Management
Nebraska
$225K +$3.68K 1 0.01% Increased
646
Ancora Advisors
Ancora Advisors
Ohio
$224K -$59.6K 1 0.01% Reduced
647
Koshinski Asset Management
Koshinski Asset Management
Illinois
$224K -$8.05K 1 0.02% Reduced
648
GH
GAM Holding
Switzerland
$223K -$4.76M 1 0.02% Reduced
649
AFM
Armstrong Fleming & Moore
District of Columbia
$222K $0 1 0.14% Maintained
650
Welch Group
Welch Group
Alabama
$222K $0 1 0.01% Maintained