← 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
676
CA
Cullinan Associates
Kentucky
$355K $0 1 0.03% Maintained
677
Triumph Capital Management
Triumph Capital Management
Colorado
$355K -$18.1K 1 0.06% Reduced
678
CV Advisors
CV Advisors
Florida
$353K -$302K 1 0.07% Reduced
679
ECM
EMC Capital Management
Texas
$353K +$361K 1 0.14% New
680
Trust Asset Management
Trust Asset Management
Texas
$353K +$17.5K 1 0.02% Increased
681
Linden Advisors
Linden Advisors
New York
$349K $0 1 0% Maintained
682
Plan Group Financial
Plan Group Financial
Oklahoma
$347K -$112K 1 0.07% Reduced
683
Beacon Investment Advisors
Beacon Investment Advisors
Maryland
$347K $0 1 0.11% Maintained
684
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$345K $0 1 0.01% Maintained
685
Tradewinds LLC
Tradewinds LLC
North Carolina
$344K +$2.7M 1 0.08% Increased
686
Banco BTG Pactual
Banco BTG Pactual
Brazil
$344K $0 1 0.03% Maintained
687
Jeppson Wealth Management
Jeppson Wealth Management
California
$343K +$52.9K 1 0.1% Increased
688
RMR Wealth Builders
RMR Wealth Builders
New Jersey
$343K +$47.1K 1 0.02% Increased
689
Allworth Financial
Allworth Financial
California
$342K -$304K 3 0% Reduced
690
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$335K $0 1 0.07% Maintained
691
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$334K $0 1 0% Maintained
692
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$333K -$67.3K 1 0.02% Reduced
693
Quadrant Private Wealth Management
Quadrant Private Wealth Management
Pennsylvania
$332K -$58.3K 1 0.07% Reduced
694
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$329K +$37.9K 1 0.03% Increased
695
Archford Capital Strategies
Archford Capital Strategies
Illinois
$326K $0 1 0.03% Maintained
696
World Equity Group
World Equity Group
Illinois
$323K -$298K 1 0.07% Reduced
697
MGO One Seven
MGO One Seven
Ohio
$321K -$99.3K 1 0.01% Reduced
698
Provident Living Financial Services
Provident Living Financial Services
Utah
$320K +$74.9K 1 0.32% Increased
699
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$317K +$18K 3 0.01% Increased
700
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$315K -$183K 1 0.02% Reduced