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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
FHAM
Folger Hill Asset Management
New York
$616K -$7.79M 1 0.06% Reduced
1002
PHAM
Palisades Hudson Asset Management
Florida
$615K -$78.6K 2 0.36% Reduced
1003
Silvercrest Asset Management
Silvercrest Asset Management
New York
$614K -$2.56K 1 0.01% Reduced
1004
TU
TDAM USA
Ontario, Canada
$612K +$604K 1 0.03% New
1005
Waverly Advisors
Waverly Advisors
Alabama
$611K +$42.3K 1 0.15% Increased
1006
LSA
L & S Advisors
California
$604K +$19.2K 1 0.11% Increased
1007
Close Asset Management
Close Asset Management
United Kingdom
$600K +$4.92K 1 0.07% Increased
1008
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$591K +$364K 1 0.01% Increased
1009
RGC
Roberts, Glore & Co
Illinois
$586K $0 1 0.39% Maintained
1010
PCA
Peddock Capital Advisors
Massachusetts
$585K +$72.2K 1 0.31% Increased
1011
AB
AT Bancorp
Iowa
$583K -$754K 1 0.07% Reduced
1012
BFG
Beacon Financial Group
Texas
$581K -$11.8K 1 0.11% Reduced
1013
Nuveen Fund Advisors
Nuveen Fund Advisors
Illinois
$580K -$674K 1 0.09% Reduced
1014
EVM
Evelyn V. Moreno
$579K -$2.96M 1 0.18% Reduced
1015
PRHC
P.R. Herzig & Co
New York
$574K +$236K 1 1.11% Increased
1016
AFG
Albion Financial Group
Utah
$573K +$7.13K 1 0.1% Increased
1017
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$570K -$12.2M 3 0.02% Reduced
1018
SKK
Shepherd Kaplan Krochuk
Massachusetts
$568K -$63.6K 3 0.33% Reduced
1019
CPO
Cerity Partners OCIO
New York
$562K -$320K 1 0.04% Reduced
1020
CJA
C-J Advisory
California
$562K -$9.53K 1 0.44% Reduced
1021
ZCA
Zeke Capital Advisors
Pennsylvania
$560K +$66.8K 1 0.11% Increased
1022
TSS
Two Sigma Securities
New York
$557K -$680K 5 0.11% Reduced
1023
RCM
RB Capital Management
Nevada
$555K $0 1 0.48% Maintained
1024
RI
Ridgewood Investments
New Jersey
$555K -$5.36K 1 0.56% Reduced
1025
NG
NatWest Group
United Kingdom
$553K +$89.6K 1 0.13% Increased