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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
1026
Waverly Advisors
Waverly Advisors
Alabama
$453K +$210K 1 0.12% Increased
1027
AGA
Accuvest Global Advisors
Utah
$452K +$409K 1 0.14% New
1028
RI
Ridgewood Investments
New Jersey
$450K +$42 1 0.48% Increased
1029
WI
WBI Investments
New Jersey
$450K +$488K 1 0.02% New
1030
RCM
RB Capital Management
Nevada
$445K $0 1 0.42% Maintained
1031
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$444K +$292K 3 0.07% Increased
1032
WIS
Wright Investors Service
Connecticut
$441K -$1.01M 1 0.18% Reduced
1033
AIA
AIMZ Investment Advisors
California
$438K $0 1 0.37% Maintained
1034
SMC
Smith, Moore & Co
Missouri
$437K -$14.3K 1 0.16% Reduced
1035
DTL
Dynamic Technology Lab
Singapore
$436K -$1.67M 1 0.1% Reduced
1036
WSCM
Wellington Shields Capital Management
New York
$435K -$264K 1 0.07% Reduced
1037
HCMT
Highland Capital Management (Texas)
Texas
$430K -$1.26M 1 0.02% Reduced
1038
UM
Ulysses Management
New York
$430K $0 1 0.07% Maintained
1039
FIM
Fernwood Investment Management
Massachusetts
$429K $0 1 0.34% Maintained
1040
IB
Intrust Bank
Kansas
$428K +$7.43K 1 0.15% Increased
1041
ANRIA
American National Registered Investment Advisor
Texas
$419K $0 1 0.18% Maintained
1042
ANI
American National Insurance
Texas
$417K $0 1 0.02% Maintained
1043
BOTW
Bank of the West
California
$417K -$17.2K 1 0.05% Reduced
1044
CCB
Cutter & Co Brokerage
Missouri
$415K +$31.3K 1 0.17% Increased
1045
AFM
Anson Funds Management
Texas
$413K -$1.96M 2 0.17% Reduced
1046
RG
Rikoon Group
New Mexico
$413K -$6.28K 1 0.18% Reduced
1047
MAA
Mraz Amerine & Associates
California
$411K -$4.18K 1 0.13% Reduced
1048
LA
Lucus Advisors
New York
$409K +$422K 1 0.38% New
1049
DVM
Dreman Value Management
Florida
$407K $0 1 0.23% Maintained
1050
PCA
Peddock Capital Advisors
Massachusetts
$406K -$19.8K 1 0.23% Reduced