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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
BP
Boston Provident
New Jersey
$399K -$441K 1 0.19% Reduced
477
NPC
National Planning Corporation
California
$391K +$54.1K 1 0.03% Increased
478
MLL
Moody Lynn & Lieberson
Massachusetts
$389K +$5.09K 1 0.06% Increased
479
Squarepoint
Squarepoint
New York
$389K +$147K 1 0.14% Increased
480
Advisory Services Network
Advisory Services Network
Georgia
$385K +$118K 1 0.11% Increased
481
BCM
Buckhead Capital Management
Georgia
$385K $0 1 0.07% Maintained
482
Banque Pictet & Cie
Banque Pictet & Cie
Switzerland
$380K +$376K 1 0.01% New
483
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$379K $0 1 0.02% Maintained
484
PHAM
Palisades Hudson Asset Management
Florida
$374K $0 1 0.29% Maintained
485
JFA
JNBA Financial Advisors
Minnesota
$373K -$45.9K 1 0.14% Reduced
486
GBA
Garrison Bradford & Associates
New York
$357K $0 2 0.33% Maintained
487
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$355K +$354K 1 0.09% New
488
SMC
Smith, Moore & Co
Missouri
$354K +$2.63K 1 0.19% Increased
489
PCM
Price Capital Management
Louisiana
$353K +$338K 1 0.22% New
490
BSB
Bangor Savings Bank
Maine
$349K -$937K 1 0.08% Reduced
491
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$344K -$228K 1 0.01% Reduced
492
PVWM
Point View Wealth Management
New Jersey
$343K +$21K 1 0.26% Increased
493
Wolverine Asset Management
Wolverine Asset Management
Illinois
$339K -$1.7M 1 0.01% Reduced
494
SGA
Strategic Global Advisors
California
$331K +$318K 1 0.24% New
495
TSWM
Triangle Securities Wealth Management
North Carolina
$328K $0 1 0.23% Maintained
496
CC
ClearArc Capital
Ohio
$327K +$23.9K 1 0.07% Increased
497
OI
Oakbrook Investments
Illinois
$327K -$155K 1 0.02% Reduced
498
OHS
Odey Holdings (Switzerland)
Switzerland
$324K +$311K 1 3.29% New
499
Quantbot Technologies
Quantbot Technologies
New York
$317K -$177K 5 0.08% Reduced
500
DCM
DAFNA Capital Management
California
$305K $0 1 0.23% Maintained