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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
1001
CONA
Capital One National Association
New York
$384K +$67.6K 1 0.03% Increased
1002
RIM
Regent Investment Management
Kentucky
$383K $0 1 0.2% Maintained
1003
CC
Courier Capital
New York
$379K -$961 1 0.08% Reduced
1004
FIG
Fortress Investment Group
New York
$378K $0 1 0.01% Maintained
1005
CK
Cohen Klingenstein
New York
$377K $0 1 0.07% Maintained
1006
PVWM
Point View Wealth Management
New Jersey
$376K +$16.7K 1 0.22% Increased
1007
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$374K +$9.69K 1 0.03% Increased
1008
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$369K -$7.69K 1 0.23% Reduced
1009
AWA
ARS Wealth Advisors
Florida
$364K +$341K 1 0.15% New
1010
First Horizon Advisors
First Horizon Advisors
Tennessee
$364K -$1.22K 3 0.05% Reduced
1011
PCMM
Private Capital Management (Minnesota)
Minnesota
$361K $0 1 0.38% Maintained
1012
CFA
Camarda Financial Advisors
Florida
$360K -$1.2M 1 0.22% Reduced
1013
HCM
Hilton Capital Management
New York
$360K +$266K 2 0.09% Increased
1014
MAA
Mraz Amerine & Associates
California
$357K $0 1 0.12% Maintained
1015
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$352K -$9.8K 1 0% Reduced
1016
OMCS
Old Mutual Customised Solutions
South Africa
$351K -$158K 3 0.1% Reduced
1017
EEG
E.E. Geduld
$350K +$328K 1 0.35% New
1018
CC
Cedar Capital
Illinois
$346K -$6.38K 1 0.13% Reduced
1019
FIB
First Interstate Bank
Montana
$345K +$89K 2 0.07% Increased
1020
Gradient Investments
Gradient Investments
Minnesota
$345K +$2.08K 1 0.03% Increased
1021
SKK
Shepherd Kaplan Krochuk
Massachusetts
$343K +$33.6K 2 0.07% Increased
1022
BWAM
Boyd Watterson Asset Management
Ohio
$340K -$6.46K 1 0.17% Reduced
1023
GS
GAM Systematic
United Kingdom
$340K -$333K 1 0.07% Reduced
1024
RG
Rikoon Group
New Mexico
$340K +$319K 1 0.27% New
1025
FC
FIC Capital
New York
$339K -$259K 1 0.15% Reduced