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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
PAMG
Patton Albertson Miller Group
Tennessee
$703K -$47K 1 0.3% Reduced
927
CM
Crestline Management
Texas
$694K -$1.96M 2 0.17% Reduced
928
SM
Sabby Management
Florida
$687K -$175K 1 0.04% Reduced
929
Mizuho Securities USA
Mizuho Securities USA
New York
$682K +$622K 1 0.03% New
930
PM
Precept Management
Texas
$682K +$622K 1 0.51% New
931
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$679K -$55.9K 1 0.25% Reduced
932
UR
USCA RIA
Texas
$669K -$16.1K 1 0.1% Reduced
933
BCP
Berkeley Capital Partners
Georgia
$665K +$7.03K 1 0.48% Increased
934
Ancora Advisors
Ancora Advisors
Ohio
$659K +$58.1K 3 0.05% Increased
935
Hancock Whitney
Hancock Whitney
Mississippi
$659K -$2.88M 1 0.02% Reduced
936
BLA
Balter Liquid Alternatives
Massachusetts
$658K -$347K 1 1.5% Reduced
937
NPC
National Planning Corporation
California
$658K +$182K 2 0.05% Increased
938
UMB Bank
UMB Bank
Missouri
$656K -$37.5K 1 0.02% Reduced
939
CAM
Columbia Asset Management
Michigan
$655K +$22.2K 1 0.22% Increased
940
GVT
Genesee Valley Trust
New York
$649K -$613K 2 0.46% Reduced
941
MUFG Americas
MUFG Americas
New York
$649K -$2.37K 2 0.02% Reduced
942
WSCM
Wellington Shields Capital Management
New York
$647K -$32.2K 1 0.11% Reduced
943
BOC
Barbara Oil Co
Illinois
$646K $0 1 0.5% Maintained
944
FP
Foundry Partners
Minnesota
$633K -$1.21M 1 0.03% Reduced
945
SGAM
Steinberg Global Asset Management
Florida
$633K -$47.8K 1 0.11% Reduced
946
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$632K -$7.05M 1 0.01% Reduced
947
WPC
White Pine Capital
Minnesota
$620K $0 1 0.26% Maintained
948
PHAM
Palisades Hudson Asset Management
Florida
$618K $0 2 0.38% Maintained
949
SI
SII Investments
Wisconsin
$614K +$107K 1 0.05% Increased
950
FAM
Fortaleza Asset Management
Illinois
$613K -$461K 1 1.3% Reduced