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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
476
OI
Oakbrook Investments
Illinois
$395K +$415K 1 0.02% New
477
SGH
Schonfeld Group Holdings
New York
$393K -$41.7K 1 1.17% Reduced
478
LBG
Lloyds Banking Group
United Kingdom
$391K +$33.2K 1 0.11% Increased
479
PVWM
Point View Wealth Management
New Jersey
$387K $0 1 0.33% Maintained
480
SMC
Smith, Moore & Co
Missouri
$383K $0 1 0.21% Maintained
481
Natixis
Natixis
France
$376K +$389K 1 0.01% New
482
Creative Planning
Creative Planning
Kansas
$372K +$138K 5 0% Increased
483
BRWM
B. Riley Wealth Management
Tennessee
$369K +$388K 1 0.27% New
484
Kentucky Retirement Systems
Kentucky Retirement Systems
Kentucky
$361K +$373K 1 0.03% New
485
GIA
Gargoyle Investment Advisor
New Jersey
$350K $0 1 0.13% Maintained
486
MLL
Moody Lynn & Lieberson
Massachusetts
$344K $0 1 0.05% Maintained
487
NPC
National Planning Corporation
California
$337K $0 1 0.03% Maintained
488
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$328K +$23.5K 1 0.01% Increased
489
RBF Capital
RBF Capital
California
$327K $0 1 0.07% Maintained
490
SIM
Strategic Investment Management
Virginia
$321K -$264K 1 0.1% Reduced
491
CMBA
C.M. Bidwell & Associates
Hawaii
$310K -$3.64M 1 0.07% Reduced
492
CI
Cowen Inc
New York
$303K +$318K 1 0.03% New
493
DTL
Dynamic Technology Lab
Singapore
$302K -$10.3K 1 0.15% Reduced
494
Bahl & Gaynor
Bahl & Gaynor
Ohio
$295K +$304K 1 0% New
495
PCM
Piermont Capital Management
Missouri
$291K +$310K 1 0.11% New
496
GIA
GHP Investment Advisors
Colorado
$289K $0 1 0.09% Maintained
497
PHAM
Palisades Hudson Asset Management
Florida
$289K +$307K 1 0.24% New
498
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$289K +$12.9K 1 0.11% Increased
499
NCM
Narwhal Capital Management
Georgia
$284K $0 1 0.11% Maintained
500
CHAM
Clear Harbor Asset Management
Connecticut
$283K +$6.33K 1 0.06% Increased