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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
876
Wealthfront
Wealthfront
California
$937K +$210K 1 0.03% Increased
877
CC
Cognios Capital
Kansas
$936K +$187K 1 0.35% Increased
878
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$932K -$9.54K 1 0.15% Reduced
879
SV
Stilwell Value
New York
$931K $0 1 0.63% Maintained
880
GVT
Genesee Valley Trust
New York
$927K -$190K 1 0.63% Reduced
881
DSI
Daiwa SB Investments
Japan
$924K -$284K 1 0.23% Reduced
882
Private Advisor Group
Private Advisor Group
New Jersey
$918K -$484K 1 0.04% Reduced
883
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$917K +$822K 1 0.56% New
884
IPC
Independent Portfolio Consultants
Florida
$916K +$109K 4 0.26% Increased
885
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$909K +$22K 5 0.01% Increased
886
FAM
Formidable Asset Management
Ohio
$909K -$405K 2 0.64% Reduced
887
Jones Financial Companies
Jones Financial Companies
Missouri
$906K -$366K 1 0.01% Reduced
888
RR
Robotti Robert
$902K -$1.24M 1 0.33% Reduced
889
Cetera Advisors
Cetera Advisors
Colorado
$898K +$598K 2 0.08% Increased
890
River Road Asset Management
River Road Asset Management
Kentucky
$892K -$1.44M 1 0.02% Reduced
891
ECM
Everence Capital Management
Indiana
$886K $0 1 0.28% Maintained
892
EBIM
Eagle Boston Investment Management
Massachusetts
$883K -$21.5K 1 0.12% Reduced
893
JWBC
J.W. Burns & Co
New York
$882K -$1.15M 1 0.28% Reduced
894
BC
Broadfin Capital
New York
$879K $0 1 0.08% Maintained
895
OWD
Osborn Williams & Donohoe
Ohio
$872K -$18.1K 1 0.17% Reduced
896
ALPS Advisors
ALPS Advisors
Colorado
$871K +$463K 2 0.01% Increased
897
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$867K -$37.2M 1 0% Reduced
898
PCM
Perritt Capital Management
Illinois
$864K +$1.01K 2 0.21% Increased
899
AWP
Ascent Wealth Partners
New York
$859K +$26.9K 1 0.46% Increased
900
JPC
Jackson Park Capital
Utah
$849K -$3.11M 1 1.1% Reduced