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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3101
RFN
Redwood Financial Network
Ohio
$0 -$223K 0 – Closed
3102
RCG
Regatta Capital Group
California
$0 -$463K 0 – Closed
3103
RPWA
Regent Peak Wealth Advisors
Georgia
$0 -$456K 0 – Closed
3104
RMC
Regis Management Company
California
$0 -$305K 0 – Closed
3105
RCA
Reitz Capital Advisors
Michigan
$0 -$64K 0 – Closed
3106
RB
Renasant Bank
Mississippi
$0 -$265K 0 – Closed
3107
RFA
Resurgent Financial Advisors
Georgia
$0 -$277K 0 – Closed
3108
RRCP
Rip Road Capital Partners
Massachusetts
$0 -$9.45M 0 – Closed
3109
RDFA
Ritter Daniher Financial Advisory
Ohio
$0 -$7K 0 – Closed
3110
RP
Riverwater Partners
Wisconsin
$0 -$205K 0 – Closed
3111
RWM
RKL Wealth Management
Pennsylvania
$0 -$335K 0 – Closed
3112
R.M. Davis Inc
R.M. Davis Inc
Maine
$0 -$300K 0 – Closed
3113
Robeco Schweiz
Robeco Schweiz
Switzerland
$0 +$4.31M 1 0% New
3114
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$0 -$671K 0 – Closed
3115
RT
Rockland Trust
Massachusetts
$0 -$243K 0 – Closed
3116
RF
Rollins Financial
Georgia
$0 -$232K 0 – Closed
3117
RIG
Roosevelt Investment Group
New York
$0 -$503K 0 – Closed
3118
RFWA
RPg Family Wealth Advisory
Massachusetts
$0 -$1.96M 0 – Closed
3119
RIA
RP Investment Advisors
Ontario, Canada
$0 -$5.86M 0 – Closed
3120
RW
RVW Wealth
California
$0 -$226K 0 – Closed
3121
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$0 -$651K 0 – Closed
3122
SC
Saiph Capital
New Jersey
$0 -$441K 0 – Closed
3123
SWM
Salvus Wealth Management
New Jersey
$0 -$238K 0 – Closed
3124
SHGA
Sand Hill Global Advisors
California
$0 -$6.23M 0 – Closed
3125
SCA
Sandy Cove Advisors
Massachusetts
$0 -$265K 0 – Closed