← 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
CV Advisors
CV Advisors
Florida
$353K -$302K 1 0.07% Reduced
677
ECM
EMC Capital Management
Texas
$353K +$361K 1 0.14% New
678
Trust Asset Management
Trust Asset Management
Texas
$353K +$17.5K 1 0.02% Increased
679
Linden Advisors
Linden Advisors
New York
$349K $0 1 0% Maintained
680
Plan Group Financial
Plan Group Financial
Oklahoma
$347K -$112K 1 0.07% Reduced
681
Beacon Investment Advisors
Beacon Investment Advisors
Maryland
$347K $0 1 0.11% Maintained
682
Susquehanna Portfolio Strategies
Susquehanna Portfolio Strategies
Pennsylvania
$345K $0 1 0.01% Maintained
683
Tradewinds LLC
Tradewinds LLC
North Carolina
$344K +$2.7M 1 0.08% Increased
684
Banco BTG Pactual
Banco BTG Pactual
Brazil
$344K $0 1 0.03% Maintained
685
Jeppson Wealth Management
Jeppson Wealth Management
California
$343K +$52.9K 1 0.1% Increased
686
RMR Wealth Builders
RMR Wealth Builders
New Jersey
$343K +$47.1K 1 0.02% Increased
687
Allworth Financial
Allworth Financial
California
$342K -$304K 3 0% Reduced
688
Gardner Lewis Asset Management
Gardner Lewis Asset Management
Pennsylvania
$335K $0 1 0.07% Maintained
689
Employees Retirement System of Texas
Employees Retirement System of Texas
Texas
$334K $0 1 0% Maintained
690
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$333K -$67.3K 1 0.02% Reduced
691
Quadrant Private Wealth Management
Quadrant Private Wealth Management
Pennsylvania
$332K -$58.3K 1 0.07% Reduced
692
V-Square Quantitative Management
V-Square Quantitative Management
Illinois
$329K +$37.9K 1 0.03% Increased
693
Archford Capital Strategies
Archford Capital Strategies
Illinois
$326K $0 1 0.03% Maintained
694
World Equity Group
World Equity Group
Illinois
$323K -$298K 1 0.07% Reduced
695
Abundance Wealth Counselors
Abundance Wealth Counselors
Pennsylvania
$322K +$397K 1 0.02% New
696
MGO One Seven
MGO One Seven
Ohio
$321K -$99.3K 1 0.01% Reduced
697
Provident Living Financial Services
Provident Living Financial Services
Utah
$320K +$74.9K 1 0.32% Increased
698
Ameritas Investment Partners
Ameritas Investment Partners
Nebraska
$317K +$18K 3 0.01% Increased
699
B. Riley Wealth Advisors
B. Riley Wealth Advisors
Florida
$315K -$183K 1 0.02% Reduced
700
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors
Ohio
$314K -$16.2K 1 0.01% Reduced