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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
401
Bridgewater Associates
Bridgewater Associates
Connecticut
$375K +$406K 1 0% New
402
CL
CSS LLC
Illinois
$374K +$404K 1 0.02% New
403
CA
Crumly & Associates
Illinois
$373K -$57.4K 1 0.17% Reduced
404
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$368K -$10.8K 1 0% Reduced
405
SM
Sabby Management
Florida
$365K +$571K 1 0.05% New
406
SCA
Snowden Capital Advisors
New York
$361K +$106K 1 0.02% Increased
407
KCPG
Kavar Capital Partners Group
Kansas
$361K +$390K 1 0.08% New
408
Lido Advisors
Lido Advisors
California
$356K +$59.1K 1 0.01% Increased
409
Birch Hill Investment Advisors
Birch Hill Investment Advisors
Massachusetts
$353K +$154K 1 0.02% Increased
410
SCI
S&CO Inc
Massachusetts
$353K $0 1 0.03% Maintained
411
MSAM
Moloney Securities Asset Management
Missouri
$351K +$380K 1 0.06% New
412
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$349K +$378K 1 0% New
413
OPWM
Oxinas Partners Wealth Management
Indiana
$345K +$108K 1 0.2% Increased
414
AIM
Axiom Investment Management
New York
$344K -$49.2K 1 0.35% Reduced
415
Covington Capital Management
Covington Capital Management
California
$343K -$1.75K 1 0.01% Reduced
416
JCM
Jacobi Capital Management
Pennsylvania
$343K +$7.38K 2 0.04% Increased
417
AWA
Artemis Wealth Advisors
New York
$341K $0 1 0.05% Maintained
418
MTIM
Marathon Trading Investment Management
Pennsylvania
$341K -$1.16M 1 0.02% Reduced
419
Needham Investment Management
Needham Investment Management
New York
$341K +$73.8K 1 0.05% Increased
420
Simplicity Solutions
Simplicity Solutions
Minnesota
$341K +$122K 1 0.05% Increased
421
OPU
Omni Partners US
California
$339K +$337K 1 0.02% New
422
TCM
Triumph Capital Management
Colorado
$332K +$3.2K 1 0.16% Increased
423
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$331K +$17.2K 1 0.01% Increased
424
SBIA
Sheaff Brock Investment Advisors
Indiana
$330K +$49.2K 1 0.02% Increased
425
BCA
Biltmore Capital Advisors
New Jersey
$326K +$353K 1 0.06% New