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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
951
SP
SWS Partners
Ohio
$6.84M +$161K 1 1.48% Increased
952
HUB Investment Partners
HUB Investment Partners
Texas
$6.82M +$1.99M 12 0.12% Increased
953
MAI Capital Management
MAI Capital Management
Ohio
$6.82M +$1.9M 12 0.03% Increased
954
LCAM
Long Corridor Asset Management
Hong Kong
$6.81M -$5.46M 2 2.06% Reduced
955
AGA
Accuvest Global Advisors
Utah
$6.78M -$144K 3 5.84% Reduced
956
GWMR
GC Wealth Management RIA
Massachusetts
$6.78M -$12.1M 3 0.39% Reduced
957
Vestcor Inc
Vestcor Inc
New Brunswick, Canada
$6.76M +$716K 9 0.17% Increased
958
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management
Sweden
$6.76M +$923K 6 0.16% Increased
959
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$6.74M +$465K 11 0.08% Increased
960
Hancock Prospecting
Hancock Prospecting
Australia
$6.73M +$3.87M 1 0.12% Increased
961
MC
Moors & Cabot
Massachusetts
$6.73M +$406K 7 0.26% Increased
962
BWM
BNC Wealth Management
Oregon
$6.72M +$112K 1 1.63% Increased
963
T
TOBAM
France
$6.71M +$1.04M 10 1.63% Increased
964
GCM
Gibraltar Capital Management
Oklahoma
$6.71M -$88.8K 1 1.03% Reduced
965
Congress Asset Management
Congress Asset Management
Massachusetts
$6.63M +$63.8K 2 0.04% Increased
966
Diversify Advisory Services
Diversify Advisory Services
Utah
$6.62M +$6.47M 9 0.11% New
967
Diversify Wealth Management
Diversify Wealth Management
Utah
$6.62M -$1.32M 9 0.11% Reduced
968
OIMU
Osmosis Investment Management UK
United Kingdom
$6.62M -$6.59M 6 0.31% Reduced
969
JAM
JW Asset Management
Florida
$6.61M -$1.04M 1 2.07% Reduced
970
Stephens Inc
Stephens Inc
Arkansas
$6.6M +$168K 5 0.07% Increased
971
Brookstone Capital Management
Brookstone Capital Management
Illinois
$6.59M -$2.04M 9 0.07% Reduced
972
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$6.59M +$828K 1 0.1% Increased
973
NAAA
New Age Alpha Advisors
New York
$6.58M -$757K 5 0.28% Reduced
974
SCA
Snowden Capital Advisors
New York
$6.55M +$1.28M 9 0.15% Increased
975
Clifford Swan Investment Counsel
Clifford Swan Investment Counsel
California
$6.52M -$712K 1 0.21% Reduced