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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
CCA
Checchi Capital Advisers
California
$727K -$29K 1 0.07% Reduced
1002
WI
WBI Investments
New Jersey
$727K -$15.5K 1 0.03% Reduced
1003
SCM
Stevens Capital Management
Pennsylvania
$713K -$2.14M 1 0.03% Reduced
1004
MAM
Myriad Asset Management
Hong Kong
$703K +$648K 2 0.07% New
1005
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$699K -$176K 2 0.05% Reduced
1006
PCA
Peddock Capital Advisors
Massachusetts
$698K $0 1 0.36% Maintained
1007
BA
Bard Associates
Illinois
$697K $0 2 0.26% Maintained
1008
EVM
Evelyn V. Moreno
$691K $0 1 0.21% Maintained
1009
MUFG Americas
MUFG Americas
New York
$684K -$181K 2 0.02% Reduced
1010
BOTW
Bank of the West
California
$683K +$120K 1 0.09% Increased
1011
AFG
Albion Financial Group
Utah
$678K -$5.45K 1 0.1% Reduced
1012
Close Asset Management
Close Asset Management
United Kingdom
$677K -$35.9K 1 0.07% Reduced
1013
CJA
C-J Advisory
California
$671K $0 1 0.5% Maintained
1014
Armistice Capital
Armistice Capital
New York
$665K +$1.05M 1 0.08% New
1015
RI
Ridgewood Investments
New Jersey
$662K $0 1 0.63% Maintained
1016
Circle Wealth Management
Circle Wealth Management
New Jersey
$660K $0 1 0.27% Maintained
1017
RGC
Roberts, Glore & Co
Illinois
$660K -$35.9K 1 0.43% Reduced
1018
RCM
RB Capital Management
Nevada
$659K -$3K 1 0.52% Reduced
1019
LCM
Leisure Capital Management
California
$658K -$63.6K 1 0.58% Reduced
1020
WSL
Western Standard LLC
California
$658K +$749K 1 0.87% New
1021
FAM
Fortaleza Asset Management
Illinois
$657K -$316K 1 1.2% Reduced
1022
BCP
Berkeley Capital Partners
Georgia
$653K -$475K 1 0.44% Reduced
1023
IB
Intrust Bank
Kansas
$653K -$23.9K 2 0.21% Reduced
1024
NIT
NumerixS Investment Technologies
British Columbia, Canada
$653K -$453K 2 0.14% Reduced
1025
AIA
AIMZ Investment Advisors
California
$651K $0 1 0.53% Maintained