← 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
726
First Pacific Advisors
First Pacific Advisors
California
$76K -$62.5K 1 0% Reduced
727
HWM
HighMark Wealth Management
Minnesota
$76K $0 1 0.05% Maintained
728
Larson Financial Group
Larson Financial Group
Missouri
$76K +$18.9K 1 0.01% Increased
729
UMB Bank
UMB Bank
Missouri
$74K +$85.5K 1 0% New
730
PCG
Private Capital Group
Connecticut
$72K +$7.27K 1 0.02% Increased
731
TWM
Tradition Wealth Management
Minnesota
$70K +$36.9K 1 0.01% Increased
732
BWA
BDO Wealth Advisors
Florida
$69K -$6.98K 1 0.01% Reduced
733
ZIG
Zullo Investment Group
Pennsylvania
$69K +$79.4K 1 0.04% New
734
SBL
Sargent Bickham Lagudis
Colorado
$66K -$291 1 0.01% Reduced
735
TSWM
Tyler-Stone Wealth Management
Ohio
$66K +$76.2K 1 0.03% New
736
HF
Halpern Financial
Virginia
$63.1K +$29.1K 1 0.03% Increased
737
Brown Brothers Harriman & Co
Brown Brothers Harriman & Co
New York
$63K +$72.7K 1 0% New
738
Pacer Advisors
Pacer Advisors
Pennsylvania
$63K +$72.4K 1 0% New
739
BC
Burleson & Co
California
$62K $0 1 0.01% Maintained
740
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$62K +$20.9K 1 0.01% Increased
741
WB
Webster Bank
Connecticut
$60K $0 1 0.01% Maintained
742
FF
FourThought Financial
Florida
$56K +$64.5K 1 0.01% New
743
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$56K -$29.1K 1 0.02% Reduced
744
GEA
Glen Eagle Advisors
New Jersey
$55.5K -$20.4K 1 0.01% Reduced
745
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$55K +$6.4K 1 0% Increased
746
OQS
Occudo Quantitative Strategies
Florida
$55K +$113K 1 0% New
747
BAM
Byrne Asset Management
New Jersey
$54K +$62.2K 1 0.04% New
748
CFGS
Concourse Financial Group Securities
Alabama
$54K -$25.6K 1 0% Reduced
749
First Manhattan
First Manhattan
New York
$54K -$38K 1 0% Reduced
750
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$54K +$18.5K 1 0% Increased