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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
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$744K +$51K 2 0.01% Increased
927
Wealthspire Advisors (Maryland)
Wealthspire Advisors (Maryland)
Maryland
$742K +$41.4K 3 0.13% Increased
928
UMB Bank
UMB Bank
Missouri
$739K -$4.8M 2 0.03% Reduced
929
CMANY
Capital Management Associates (New York)
New York
$733K -$304K 1 1.33% Reduced
930
SGAM
Steinberg Global Asset Management
Florida
$733K -$355K 1 0.14% Reduced
931
SH
Svenska Handelsbanken
Sweden
$733K $0 1 0.08% Maintained
932
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$728K +$80.9K 1 0.17% Increased
933
BCP
Berkeley Capital Partners
Georgia
$713K +$667K 1 0.52% New
934
Waverton Investment Management
Waverton Investment Management
United Kingdom
$710K $0 1 0.05% Maintained
935
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$709K +$643K 1 0.07% New
936
ID
Integral Derivatives
New York
$708K -$13.8M 1 0.02% Reduced
937
CCM
Century Capital Management
Massachusetts
$704K -$23.1M 1 0.08% Reduced
938
NPC
National Planning Corporation
California
$704K -$247K 2 0.06% Reduced
939
BWAM
Boyd Watterson Asset Management
Ohio
$685K +$4.88K 1 0.33% Increased
940
R.M. Davis Inc
R.M. Davis Inc
Maine
$684K +$67.6K 1 0.03% Increased
941
BCMO
Buckingham Capital Management (Ohio)
Ohio
$683K +$122K 1 0.19% Increased
942
SSG
Summit Securities Group
New York
$682K +$682K 1 0.48% New
943
PAM
Paradigm Asset Management
New York
$681K -$54.5K 1 0.13% Reduced
944
CT
Coastline Trust
Rhode Island
$679K +$69.6K 1 0.14% Increased
945
First National Trust
First National Trust
Pennsylvania
$673K +$352K 2 0.1% Increased
946
RTM
Rizvi Traverse Management
Florida
$671K $0 1 1.43% Maintained
947
UR
USCA RIA
Texas
$663K +$25.3K 1 0.12% Increased
948
ICAS
Investors Capital Advisory Services
Massachusetts
$659K -$23.7K 1 0.13% Reduced
949
Alpha Cubed Investments
Alpha Cubed Investments
California
$656K -$233K 1 0.2% Reduced
950
ATC
Argent Trust Co
Tennessee
$654K +$27.6K 1 0.32% Increased