← 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
751
KFP
Kerr Financial Planning
California
$251K -$11.3K 2 0.28% Reduced
752
Principal Securities
Principal Securities
Iowa
$250K +$40.3K 1 0% Increased
753
Phoenix Financial
Phoenix Financial
Israel
$250K -$179K 1 0% Reduced
754
WW
Westshore Wealth
California
$249K +$1.8K 1 0.08% Increased
755
Emerald Advisers
Emerald Advisers
Pennsylvania
$249K $0 1 0.01% Maintained
756
RCM
Requisite Capital Management
Texas
$249K +$2.35K 1 0.04% Increased
757
RC
Renaissance Capital
Connecticut
$248K -$164K 1 0.14% Reduced
758
BWM
Benson Wealth Management
Tennessee
$248K -$181 1 0.25% Reduced
759
QPW
Quantum Private Wealth
Florida
$247K +$18.1K 1 0.06% Increased
760
CI Investments Inc
CI Investments Inc
Ontario, Canada
$246K +$67.5K 1 0% Increased
761
OAM
Ostrum Asset Management
France
$244K $0 1 0.01% Maintained
762
E Fund Management
E Fund Management
China
$244K -$40.4K 1 0.01% Reduced
763
ACM
Arrington Capital Management
Florida
$244K $0 1 0.15% Maintained
764
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$242K -$197K 1 0% Reduced
765
NG
Norden Group
Utah
$241K +$74.4K 1 0.02% Increased
766
Hantz Financial Services
Hantz Financial Services
Michigan
$240K -$158K 1 0% Reduced
767
MYAM
Meiji Yasuda Asset Management
Japan
$240K +$37.9K 1 0.01% Increased
768
HA
Harfst & Associates
Wyoming
$239K +$29.1K 1 0.04% Increased
769
PWP
Pursue Wealth Partners
California
$239K $0 1 0.13% Maintained
770
Allianz Asset Management
Allianz Asset Management
Germany
$238K -$1.01M 1 0% Reduced
771
LWM
Laidlaw Wealth Management
New York
$237K $0 1 0.68% Maintained
772
CX Institutional
CX Institutional
Indiana
$237K -$27.1K 1 0.01% Reduced
773
KFP
KMG Fiduciary Partners
Ohio
$236K -$976K 1 0.02% Reduced
774
AIM
Advyzon Investment Management
Illinois
$236K -$18.2K 1 0.02% Reduced
775
ICM
Ionic Capital Management
New York
$236K -$18.1K 1 0.03% Reduced