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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
701
MIP
Marietta Investment Partners
Wisconsin
$5.29M -$52.4K 1 2.27% Reduced
702
First Hawaiian Bank
First Hawaiian Bank
Hawaii
$5.27M +$2.31M 1 0.32% Increased
703
Veritable
Veritable
Delaware
$5.27M -$743K 1 0.13% Reduced
704
TWM
TLW Wealth Management
Florida
$5.21M -$20.1K 1 5.7% Reduced
705
SCM
Sitrin Capital Management
California
$5.14M -$323K 1 3.05% Reduced
706
WCM
Wisconsin Capital Management
Wisconsin
$5.09M -$966K 1 3.34% Reduced
707
Allstate Corporation
Allstate Corporation
Illinois
$5.08M -$4.49M 3 0.2% Reduced
708
Night Owl Capital Management
Night Owl Capital Management
Connecticut
$5.05M -$301K 1 1.69% Reduced
709
Optas LLC
Optas LLC
Texas
$5.02M -$538K 2 2.5% Reduced
710
HCM
Horrell Capital Management
Arkansas
$5.01M +$1.42M 1 3.02% Increased
711
Logan Capital Management
Logan Capital Management
Pennsylvania
$5M -$230K 1 0.35% Reduced
712
Vision Capital Management
Vision Capital Management
Oregon
$4.99M +$177K 1 1.33% Increased
713
Ancora Advisors
Ancora Advisors
Ohio
$4.98M +$548K 5 0.23% Increased
714
Myriad Asset Management
Myriad Asset Management
Hong Kong
$4.98M +$6.5M 1 0.74% New
715
United Capital Financial Advisors
United Capital Financial Advisors
Texas
$4.94M -$2.18M 2 0.04% Reduced
716
CAM
Covenant Asset Management
New Jersey
$4.91M -$19K 2 1.48% Reduced
717
Consolidated Investment Group
Consolidated Investment Group
Colorado
$4.89M +$1M 1 2.16% Increased
718
Gradient Investments
Gradient Investments
Minnesota
$4.89M +$1.04M 2 0.26% Increased
719
BP
Broadleaf Partners
Ohio
$4.88M -$51.6K 1 3.15% Reduced
720
Regions Financial Corp
Regions Financial Corp
Alabama
$4.86M -$227K 1 0.06% Reduced
721
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust
Connecticut
$4.86M -$130K 2 0.39% Reduced
722
Northstar Investment Advisors
Northstar Investment Advisors
Colorado
$4.84M -$444K 1 1.2% Reduced
723
AW
ACG Wealth
Georgia
$4.84M +$695K 1 0.9% Increased
724
D.J. St. Germain
D.J. St. Germain
Massachusetts
$4.82M -$91.5K 1 0.47% Reduced
725
SCM
SkyTop Capital Management
New Jersey
$4.79M +$293K 1 4.94% Increased