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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
976
IPC
Independent Portfolio Consultants
Florida
$723K -$189K 4 0.3% Reduced
977
BBCM
Boardman Bay Capital Management
New York
$721K -$650K 1 0.73% Reduced
978
SSWM
Sheets Smith Wealth Management
North Carolina
$713K -$503K 1 0.19% Reduced
979
CIM
CenturyLink Investment Management
Colorado
$708K +$971 1 0.24% Increased
980
AIM
Advantage Investment Management
Iowa
$707K +$2.33K 2 0.25% Increased
981
Fiduciary Trust
Fiduciary Trust
Massachusetts
$705K +$211K 1 0.02% Increased
982
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$702K -$361K 2 0.02% Reduced
983
FHA
Flagship Harbor Advisors
Massachusetts
$696K +$27.1K 1 0.24% Increased
984
Caxton Associates (New York)
Caxton Associates (New York)
New York
$691K +$660K 2 0.03% New
985
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
$687K $0 1 0.04% Maintained
986
IH
IFC Holdings
Florida
$679K +$623K 1 0.05% New
987
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$677K -$42.3K 1 0.01% Reduced
988
OA
Opes Advisors
California
$667K $0 1 0.41% Maintained
989
IB
Intrust Bank
Kansas
$661K +$224K 2 0.23% Increased
990
IIM
Ironwood Investment Management
Massachusetts
$660K $0 1 0.48% Maintained
991
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$660K $0 1 0.5% Maintained
992
BDF
Balasa Dinverno & Foltz
$655K +$289K 2 0.11% Increased
993
Welch & Forbes
Welch & Forbes
Massachusetts
$655K -$42.6K 1 0.02% Reduced
994
SBA
Seven Bridges Advisors
New York
$651K +$41.6K 1 0.58% New
995
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$648K -$135K 1 0.29% Reduced
996
LCM
Leisure Capital Management
California
$646K -$18.6K 1 0.58% Reduced
997
CCA
Checchi Capital Advisers
California
$635K -$52.8K 1 0.07% Reduced
998
DA
Denali Advisors
California
$633K -$1.04M 1 0.1% Reduced
999
BOC
Barbara Oil Co
Illinois
$617K $0 1 0.44% Maintained
1000
BRWA
B. Riley Wealth Advisors
Florida
$617K +$19.1K 2 0.11% Increased