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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
651
FVCM
F&V Capital Management
Florida
$6.27M +$350K 1 3.99% Increased
652
BIM
Bridgecreek Investment Management
Oklahoma
$6.25M +$6.47M 1 1.62% Increased
653
RegentAtlantic Capital
RegentAtlantic Capital
New Jersey
$6.21M -$139K 1 0.48% Reduced
654
NCM
Novare Capital Management
North Carolina
$6.21M -$112K 1 1.09% Reduced
655
FEG
Financial Enhancement Group
Indiana
$6.2M +$351K 1 1.84% Increased
656
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System
Louisiana
$6.18M -$750K 4 0.45% Reduced
657
Centiva Capital
Centiva Capital
New York
$6.16M +$3.24M 2 0.28% Increased
658
ORI
Oak Ridge Investments
Illinois
$6.11M -$614K 1 0.63% Reduced
659
RAM
Roanoke Asset Management
New Jersey
$6.07M -$35.3K 1 4.08% Reduced
660
JWM
Jupiter Wealth Management
Colorado
$6.06M +$233K 1 3.53% Increased
661
AAM
Autus Asset Management
Arizona
$6.05M +$229K 1 1.07% Increased
662
TEC
Tiger Eye Capital
Tennessee
$6.04M +$3.25M 1 2.03% Increased
663
PFM
Parsec Financial Management
North Carolina
$6.02M +$30.5K 1 0.45% Increased
664
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6.02M +$3.27M 5 0.02% Increased
665
ETrade Capital Management
ETrade Capital Management
Virginia
$6.01M -$625K 1 0.15% Reduced
666
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.97M -$32.3K 4 0.1% Reduced
667
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$5.92M +$184K 2 0.12% Increased
668
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$5.91M -$354K 1 0.29% Reduced
669
Boothbay Fund Management
Boothbay Fund Management
New York
$5.9M -$400K 2 0.3% Reduced
670
Tidal Investments
Tidal Investments
Wisconsin
$5.9M +$1.91M 6 1.75% Increased
671
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5.86M $0 10 0.05% Maintained
672
AGAM
Avalon Global Asset Management
California
$5.77M -$994K 1 2.72% Reduced
673
BPM
Blue Pool Management
Hong Kong
$5.76M $0 1 2.56% Maintained
674
HIA
Harbor Investment Advisory
Maryland
$5.75M +$86K 2 1.55% Increased
675
SCM
Sio Capital Management
New York
$5.74M +$1.38M 2 1.92% Increased