← 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
OFI Invest Asset Management
OFI Invest Asset Management
France
$252K +$356K 1 0% New
752
KFP
Kerr Financial Planning
California
$251K -$11.3K 2 0.28% Reduced
753
Principal Securities
Principal Securities
Iowa
$250K +$40.3K 1 0% Increased
754
Phoenix Financial
Phoenix Financial
Israel
$250K -$179K 1 0% Reduced
755
Westshore Wealth
Westshore Wealth
California
$249K +$1.8K 1 0.08% Increased
756
Emerald Advisers
Emerald Advisers
Pennsylvania
$249K $0 1 0.01% Maintained
757
Requisite Capital Management
Requisite Capital Management
Texas
$249K +$2.35K 1 0.04% Increased
758
Renaissance Capital
Renaissance Capital
Connecticut
$248K -$164K 1 0.14% Reduced
759
Benson Wealth Management
Benson Wealth Management
Tennessee
$248K -$181 1 0.25% Reduced
760
Quantum Private Wealth
Quantum Private Wealth
Florida
$247K +$18.1K 1 0.06% Increased
761
CI Investments Inc
CI Investments Inc
Ontario, Canada
$246K +$67.5K 1 0% Increased
762
Ostrum Asset Management
Ostrum Asset Management
France
$244K $0 1 0.01% Maintained
763
E Fund Management
E Fund Management
China
$244K -$40.4K 1 0.01% Reduced
764
Arrington Capital Management
Arrington Capital Management
Florida
$244K $0 1 0.15% Maintained
765
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$242K -$197K 1 0% Reduced
766
Norden Group
Norden Group
Utah
$241K +$74.4K 1 0.02% Increased
767
Hantz Financial Services
Hantz Financial Services
Michigan
$240K -$158K 1 0% Reduced
768
Meiji Yasuda Asset Management
Meiji Yasuda Asset Management
Japan
$240K +$37.9K 1 0.01% Increased
769
Harfst & Associates
Harfst & Associates
Wyoming
$239K +$29.1K 1 0.04% Increased
770
PWP
Pursue Wealth Partners
California
$239K $0 1 0.13% Maintained
771
Allianz Asset Management
Allianz Asset Management
Germany
$238K -$1.01M 1 0% Reduced
772
Laidlaw Wealth Management
Laidlaw Wealth Management
New York
$237K $0 1 0.68% Maintained
773
CX Institutional
CX Institutional
Indiana
$237K -$27.1K 1 0.01% Reduced
774
KMG Fiduciary Partners
KMG Fiduciary Partners
Ohio
$236K -$976K 1 0.02% Reduced
775
Advyzon Investment Management
Advyzon Investment Management
Illinois
$236K -$18.2K 1 0.02% Reduced