← 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
201
TD Asset Management
TD Asset Management
Ontario, Canada
$2.06M +$2.23M 1 0% New
202
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$2.04M +$1.55M 1 0.05% Increased
203
BRWA
B. Riley Wealth Advisors
Florida
$2.01M -$69.1K 2 0.06% Reduced
204
Y-Intercept (HK)
Y-Intercept (HK)
Hong Kong
$1.99M +$2.16M 1 0.36% New
205
GIM
Guild Investment Management
California
$1.97M +$345K 1 1.89% Increased
206
Truist Financial
Truist Financial
North Carolina
$1.96M +$273K 1 0% Increased
207
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
$1.91M +$2.07M 1 0.01% New
208
Schonfeld Strategic Advisors
Schonfeld Strategic Advisors
New York
$1.89M -$1.7M 1 0.02% Reduced
209
Credit Suisse
Credit Suisse
Switzerland
$1.89M +$1.79M 1 0% Increased
210
GC
Gillson Capital
Illinois
$1.87M -$2.53M 1 0.14% Reduced
211
Temasek Holdings
Temasek Holdings
Singapore
$1.86M $0 1 0.01% Maintained
212
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$1.82M -$1.53M 1 0% Reduced
213
PCM
Prelude Capital Management
New York
$1.81M +$1.96M 1 0.05% New
214
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$1.79M +$466K 1 0% Increased
215
Phoenix Financial
Phoenix Financial
Israel
$1.79M +$1.94M 1 0.03% New
216
JIC
Joel Isaacson & Co
New York
$1.76M +$755K 1 0.13% Increased
217
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$1.73M +$735K 1 0% Increased
218
RHBC
R.H. Bluestein & Co
Michigan
$1.7M -$25.8K 1 0.07% Reduced
219
SWM
Stockman Wealth Management
Montana
$1.7M $0 1 0.38% Maintained
220
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$1.7M +$9.11K 1 0.01% Increased
221
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$1.69M -$145K 1 0.09% Reduced
222
AP
AlpInvest Partners
Netherlands
$1.68M $0 1 0.65% Maintained
223
WA
WP Advisors
California
$1.67M +$514K 1 0.68% Increased
224
Cetera Advisor Networks
Cetera Advisor Networks
California
$1.66M +$232K 1 0.02% Increased
225
PA
Paragon Advisors
Texas
$1.64M +$1.77M 1 0.79% New