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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
Perigon Wealth Management
Perigon Wealth Management
California
$2.37M -$1.07M 4 0.1% Reduced
877
GC
GMT Capital
Georgia
$2.35M $0 4 0.09% Maintained
878
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$2.34M +$793K 2 0.03% Increased
879
JCP
Jennifer C. Price
$2.34M +$2.6M 1 1.35% New
880
IFP Advisors
IFP Advisors
Florida
$2.32M -$299K 18 0.1% Reduced
881
Empirical Finance
Empirical Finance
Pennsylvania
$2.31M +$212K 1 0.17% Increased
882
Prospera Financial Services
Prospera Financial Services
Texas
$2.31M +$146K 4 0.09% Increased
883
XC
XY Capital
Hong Kong
$2.3M +$3.22M 1 1.32% New
884
VAS
Valicenti Advisory Services
New York
$2.3M -$349K 1 0.78% Reduced
885
MC
Martin & Co
Tennessee
$2.3M +$2.56M 1 0.6% New
886
BCMO
Buckingham Capital Management (Ohio)
Ohio
$2.29M -$201K 1 0.35% Reduced
887
TCM
Tang Capital Management
California
$2.29M -$230K 1 0.32% Reduced
888
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$2.27M -$13.9M 4 0.02% Reduced
889
TW
TrinityPoint Wealth
Connecticut
$2.26M -$519K 3 0.45% Reduced
890
DA
Dash Acquisitions
California
$2.26M +$1.58M 1 0.91% Increased
891
RA
Rise Advisors
New York
$2.26M +$232K 6 1.79% Increased
892
KRSITF
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.26M -$92.4K 1 0.18% Reduced
893
FWTB
First Western Trust Bank
Colorado
$2.25M -$84.3K 1 0.12% Reduced
894
SRC
Sage Rhino Capital
California
$2.25M $0 1 0.63% Maintained
895
RWPA
Richard W. Paul & Associates
Michigan
$2.24M -$431K 6 1.02% Reduced
896
JB Capital
JB Capital
Connecticut
$2.24M +$542K 1 0.19% Increased
897
Cullen/Frost Bankers
Cullen/Frost Bankers
Texas
$2.24M -$386K 3 0.04% Reduced
898
AP
AlpInvest Partners
Netherlands
$2.24M -$2.53M 1 0.59% Reduced
899
GL
GHE LLC
Tennessee
$2.23M +$3.48K 2 1.51% Increased
900
Focus Financial Network
Focus Financial Network
Minnesota
$2.22M +$294K 3 0.13% Increased