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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
BFG
Beacon Financial Group
Texas
$466K -$15.5K 1 0.09% Reduced
1002
HCM
Hilton Capital Management
New York
$459K +$16.8K 1 0.1% Increased
1003
AIM
Advantage Investment Management
Iowa
$458K +$73.4K 2 0.17% Increased
1004
ABFS
Appropriate Balance Financial Services
Washington
$457K -$44.1K 1 0.28% Reduced
1005
Brinker Capital
Brinker Capital
Pennsylvania
$456K +$61.7K 1 0.03% Increased
1006
DVM
Dreman Value Management
Florida
$456K +$250K 1 0.26% Increased
1007
Banco Santander
Banco Santander
Spain
$451K +$488K 1 0.01% New
1008
SFI
SPC Financial Inc
Maryland
$451K +$409K 1 0.14% New
1009
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$449K +$90K 1 0.04% Increased
1010
SKK
Shepherd Kaplan Krochuk
Massachusetts
$448K +$120K 3 0.13% Increased
1011
BHB
Bank Hapoalim BM
Israel
$446K +$70.9K 1 0.12% Increased
1012
Spot Trading
Spot Trading
Illinois
$446K -$177K 2 0.01% Reduced
1013
ID
Integral Derivatives
New York
$442K -$283K 1 0.01% Reduced
1014
RGC
Roberts, Glore & Co
Illinois
$442K $0 1 0.31% Maintained
1015
Intact Investment Management
Intact Investment Management
Quebec, Canada
$436K -$81.8K 1 0.02% Reduced
1016
NPT
Nixon Peabody Trust
Massachusetts
$431K -$6.03K 1 0.42% Reduced
1017
MNBTD
Moody National Bank Trust Division
Texas
$428K $0 1 0.02% Maintained
1018
IB
Intrust Bank
Kansas
$426K +$1.64K 1 0.16% Increased
1019
CJA
C-J Advisory
California
$421K $0 1 0.37% Maintained
1020
RIL
Rothschild Investment LLC
Illinois
$421K +$153K 1 0.05% Increased
1021
DA
DSC Advisors
Illinois
$415K -$55.1K 1 0.24% Reduced
1022
Alpha Cubed Investments
Alpha Cubed Investments
California
$412K +$18.1K 1 0.1% Increased
1023
RI
Ridgewood Investments
New Jersey
$412K +$420K 1 0.49% New
1024
PC
Palo Capital
California
$408K -$101K 1 0.26% Reduced
1025
RCM
RB Capital Management
Nevada
$408K +$416K 1 0.41% New