← 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
Principal Securities
Principal Securities
Iowa
$250K +$40.3K 1 0% Increased
752
Phoenix Financial
Phoenix Financial
Israel
$250K -$179K 1 0% Reduced
753
Westshore Wealth
Westshore Wealth
California
$249K +$1.8K 1 0.08% Increased
754
Emerald Advisers
Emerald Advisers
Pennsylvania
$249K $0 1 0.01% Maintained
755
Requisite Capital Management
Requisite Capital Management
Texas
$249K +$2.35K 1 0.04% Increased
756
Renaissance Capital
Renaissance Capital
Connecticut
$248K -$164K 1 0.14% Reduced
757
Benson Wealth Management
Benson Wealth Management
Tennessee
$248K -$181 1 0.25% Reduced
758
Quantum Private Wealth
Quantum Private Wealth
Florida
$247K +$18.1K 1 0.06% Increased
759
CI Investments Inc
CI Investments Inc
Ontario, Canada
$246K +$67.5K 1 0% Increased
760
Ostrum Asset Management
Ostrum Asset Management
France
$244K $0 1 0.01% Maintained
761
E Fund Management
E Fund Management
China
$244K -$40.4K 1 0.01% Reduced
762
Arrington Capital Management
Arrington Capital Management
Florida
$244K $0 1 0.15% Maintained
763
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$242K -$197K 1 0% Reduced
764
Norden Group
Norden Group
Utah
$241K +$74.4K 1 0.02% Increased
765
Hantz Financial Services
Hantz Financial Services
Michigan
$240K -$158K 1 0% Reduced
766
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$240K +$37.9K 1 0.01% Increased
767
Harfst & Associates
Harfst & Associates
Wyoming
$239K +$29.1K 1 0.04% Increased
768
PWP
Pursue Wealth Partners
California
$239K $0 1 0.13% Maintained
769
Allianz Asset Management
Allianz Asset Management
Germany
$238K -$1.01M 1 0% Reduced
770
Laidlaw Wealth Management
Laidlaw Wealth Management
New York
$237K $0 1 0.68% Maintained
771
CX Institutional
CX Institutional
Indiana
$237K -$27.1K 1 0.01% Reduced
772
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$236K -$976K 1 0.02% Reduced
773
Advyzon Investment Management
Advyzon Investment Management
Illinois
$236K -$18.2K 1 0.02% Reduced
774
Ionic Capital Management
Ionic Capital Management
New York
$236K -$18.1K 1 0.03% Reduced
775
CWA Asset Management Group
CWA Asset Management Group
Florida
$234K -$103K 1 0.01% Reduced