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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
FAM
Formidable Asset Management
Ohio
$810K -$4.92K 1 0.4% Reduced
952
BTNA
Bremer Trust National Association
Minnesota
$809K -$84.9K 1 0.23% Reduced
953
CCM
Cutler Capital Management
Massachusetts
$808K -$135K 2 0.38% Reduced
954
Hills Bank & Trust
Hills Bank & Trust
Iowa
$804K -$158K 1 0.26% Reduced
955
WIM
Westside Investment Management
California
$799K +$2.87K 2 0.52% Increased
956
CAM
Columbia Asset Management
Michigan
$798K -$46.7K 1 0.26% Reduced
957
PCM
Prelude Capital Management
New York
$790K -$957K 5 0.07% Reduced
958
RIM
Rampart Investment Management
Connecticut
$786K +$566K 1 0.28% Increased
959
MSFP
Mark Sheptoff Financial Planning
Connecticut
$778K -$49 1 0.53% Reduced
960
WI
WBI Investments
New Jersey
$777K +$361K 1 0.03% Increased
961
CIM
CIM Investment Management
Pennsylvania
$776K -$738K 1 0.28% Reduced
962
DWM
Darwin Wealth Management
Florida
$772K +$417K 1 0.43% Increased
963
ETrade Capital Management
ETrade Capital Management
Virginia
$771K +$444K 2 0.03% Increased
964
SI
SII Investments
Wisconsin
$766K +$31.3K 1 0.05% Increased
965
WIA
Westbourne Investment Advisors
Maryland
$764K +$700K 1 0.62% New
966
PA
Probity Advisors
Texas
$762K -$9.04K 1 0.29% Reduced
967
WI
Wintrust Investments
Illinois
$761K -$15.4K 1 0.2% Reduced
968
Sculptor Capital
Sculptor Capital
New York
$760K -$8.84M 1 0% Reduced
969
SLF
Sun Life Financial
Ontario, Canada
$759K +$693K 1 0.08% Increased
970
MUFG Americas
MUFG Americas
New York
$758K +$34.4K 2 0.02% Increased
971
SWM
Segment Wealth Management
Texas
$756K +$391K 1 0.21% Increased
972
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$752K +$165K 1 0.04% Increased
973
DTL
Dynamic Technology Lab
Singapore
$746K +$322K 1 0.14% Increased
974
Circle Wealth Management
Circle Wealth Management
New Jersey
$740K $0 1 0.33% Maintained
975
MC
Menta Capital
California
$725K -$112K 1 0.09% Reduced