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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
926
IRS
Invictus RG (Singapore)
Singapore
$497K +$288K 2 0.46% Increased
927
Stephens Inc
Stephens Inc
Arkansas
$497K +$27.9K 1 0.03% Increased
928
WPC
White Pine Capital
Minnesota
$487K +$562K 1 0.23% New
929
Wealthfront
Wealthfront
California
$485K +$488K 4 0.02% Increased
930
CBU
CIBC Bank USA
Illinois
$483K +$557K 1 0.09% New
931
EVC
Eidelman Virant Capital
Missouri
$479K +$553K 1 0.33% New
932
Fiduciary Trust
Fiduciary Trust
Massachusetts
$473K +$546K 1 0.02% New
933
AP
Advisor Partners
California
$466K +$538K 1 0.2% New
934
SM
Sabby Management
Florida
$464K $0 1 0.02% Maintained
935
UR
USCA RIA
Texas
$461K +$294K 1 0.12% Increased
936
HEIP
Hudson Edge Investment Partners
New Jersey
$459K -$7.33K 1 0.02% Reduced
937
PWPCM
Perella Weinberg Partners Capital Management
New York
$456K +$526K 1 0.2% New
938
POA
Pergamon Offshore Advisors
New York
$456K $0 1 0.5% Maintained
939
PCM
Piermont Capital Management
Missouri
$452K +$456K 1 0.15% New
940
LA
Lucus Advisors
New York
$447K -$41.9K 1 0.25% Reduced
941
Mariner Independent Advisor Network
Mariner Independent Advisor Network
Kansas
$446K +$514K 1 0.17% New
942
ATC
Argent Trust Company
Louisiana
$441K +$508K 1 0.2% New
943
PNAA
Pictet North America Advisors
Switzerland
$441K +$508K 1 0.12% New
944
LW
Linscomb Wealth
Texas
$439K +$507K 1 0.05% New
945
RCM
Reynolds Capital Management
Nevada
$439K -$32K 2 0.55% Reduced
946
WGCA
Wolf Group Capital Advisors
Virginia
$436K +$1.56K 1 0.35% Increased
947
ACM
Aviance Capital Management
Florida
$433K +$500K 1 0.02% New
948
OMCS
Old Mutual Customised Solutions
South Africa
$430K +$254K 2 0.12% Increased
949
PHAM
Palisades Hudson Asset Management
Florida
$425K $0 1 0.38% Maintained
950
PVWM
Point View Wealth Management
New Jersey
$423K +$27.9K 1 0.34% Increased