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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
726
SSWM
Sheets Smith Wealth Management
North Carolina
$1.9M +$178 2 0.57% Increased
727
RBF Capital
RBF Capital
California
$1.9M -$34.5K 2 0.36% Reduced
728
AB
AT Bancorp
Iowa
$1.89M -$35.5K 1 0.52% Reduced
729
WSCM
Wellington Shields Capital Management
New York
$1.88M -$15.9K 1 0.32% Reduced
730
WCA
Westover Capital Advisors
Delaware
$1.88M +$24.9K 1 1.57% Increased
731
MSI Financial Services
MSI Financial Services
Massachusetts
$1.88M +$1.84M 5 0.09% Increased
732
Regions Financial Corp
Regions Financial Corp
Alabama
$1.87M +$1.16M 2 0.03% Increased
733
CCM
Condor Capital Management
New Jersey
$1.86M +$63.6K 2 0.45% Increased
734
NBC
Neuberger Berman Canada
Ontario, Canada
$1.86M +$1.81M 1 0.73% New
735
JIP
Jaffetilchin Investment Partners
Florida
$1.84M +$1.04M 2 0.6% Increased
736
FO
FT Options
Illinois
$1.83M +$2.52M 1 1.35% New
737
BA
Bard Associates
Illinois
$1.8M +$1.37M 2 1.01% Increased
738
CEI
Clark Estates Inc
New York
$1.79M $0 1 0.32% Maintained
739
Creative Planning
Creative Planning
Kansas
$1.79M +$12.3K 7 0.01% Increased
740
Jefferies Group
Jefferies Group
New York
$1.77M -$8.62M 3 0.01% Reduced
741
Penserra Capital Management
Penserra Capital Management
California
$1.77M +$1.74M 4 0.17% New
742
SSCM
Summit Street Capital Management
New York
$1.76M +$405K 1 1.99% Increased
743
WFG
Wills Financial Group
Virginia
$1.76M +$2.26K 1 1.55% Increased
744
MAM
Mizuho Asset Management
Japan
$1.76M +$69.5K 3 0.36% Increased
745
WF
WealthTrust Fairport
Ohio
$1.76M +$430K 1 0.24% Increased
746
GIM
Groesbeck Investment Management
New Jersey
$1.75M +$2.17M 1 1.12% Increased
747
SPM
Symmetry Peak Management
Pennsylvania
$1.74M +$1.69M 1 0.21% New
748
FFA
First Foundation Advisors
California
$1.74M +$198K 1 0.12% Increased
749
PCM
Princeton Capital Management
New Jersey
$1.72M +$350K 1 1.94% Increased
750
Virginia Retirement Systems
Virginia Retirement Systems
Virginia
$1.72M -$5.49M 2 0.03% Reduced