← 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
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$832K +$1.1M 1 0.01% New
627
Citizens Financial Group
Citizens Financial Group
Rhode Island
$831K +$9.54K 1 0.01% Increased
628
KIM
Kurv Investment Management
California
$823K +$1.08M 1 0.77% New
629
Guggenheim Capital
Guggenheim Capital
Illinois
$813K -$70K 1 0.01% Reduced
630
Atria Investments
Atria Investments
North Carolina
$808K +$30.4K 1 0.01% Increased
631
Calamos Wealth Management
Calamos Wealth Management
Illinois
$808K +$434K 1 0.03% Increased
632
TCW Group
TCW Group
California
$803K +$1.06M 1 0.01% New
633
IIA
IPG Investment Advisors
California
$801K +$496K 1 0.14% Increased
634
PIA
Pinion Investment Advisors
Kansas
$799K +$143K 1 0.2% Increased
635
RC
Renaissance Capital
Connecticut
$797K -$840K 1 0.57% Reduced
636
RIA
Regal Investment Advisors
Michigan
$796K +$90.9K 1 0.05% Increased
637
VA
VestGen Advisors
Illinois
$794K +$760K 1 0.03% Increased
638
MASM
MH & Associates Securities Management
California
$784K +$1.03M 1 0.64% New
639
PD
Planning Directions
Pennsylvania
$775K $0 1 0.39% Maintained
640
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$767K +$125K 1 0.01% Increased
641
Mount Yale Investment Advisors
Mount Yale Investment Advisors
Colorado
$767K -$386K 1 0.04% Reduced
642
Wedbush Securities
Wedbush Securities
California
$763K +$129K 1 0.02% Increased
643
AWM
Activest Wealth Management
Florida
$762K +$62.3K 1 0.14% Increased
644
AGC
Aspen Grove Capital
Colorado
$762K -$15.2K 1 0.13% Reduced
645
MM
Meridian Management
Arkansas
$756K -$81.3K 1 0.19% Reduced
646
Park Avenue Securities
Park Avenue Securities
New York
$756K +$94.2K 1 0.01% Increased
647
Allworth Financial
Allworth Financial
California
$750K -$5.86K 4 0% Reduced
648
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$749K +$198K 1 0.01% Increased
649
PCM
Polymer Capital Management
New York
$744K -$3.9M 1 0.08% Reduced
650
APW
Atlantic Private Wealth
North Carolina
$742K +$14.9K 1 0.47% Increased