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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
1051
CIM
Contravisory Investment Management
Massachusetts
$218K +$220K 1 0.05% New
1052
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$217K +$251K 1 0.09% New
1053
Yacktman Asset Management
Yacktman Asset Management
Texas
$217K +$251K 1 0% New
1054
FMA
FNY Managed Accounts
New York
$215K +$89.3K 3 0.6% Increased
1055
New York Life Investment Management
New York Life Investment Management
New York
$214K $0 1 0.02% Maintained
1056
VFA
Voya Financial Advisors
Connecticut
$208K +$244K 1 0.04% New
1057
NO
Ninety One
South Africa
$206K +$237K 1 0.19% New
1058
Paradigm Capital Management Inc
Paradigm Capital Management Inc
New York
$206K $0 1 0.03% Maintained
1059
AW
Alpha Windward
Massachusetts
$204K +$236K 1 0.15% New
1060
FFS
Founders Financial Securities
Maryland
$202K -$41.4K 1 0.1% Reduced
1061
Horizon Investments
Horizon Investments
North Carolina
$202K -$44K 1 0.02% Reduced
1062
TC
TradeLink Capital
Illinois
$201K +$217K 1 0.5% New
1063
Cetera Advisor Networks
Cetera Advisor Networks
California
$201K +$238K 1 0.01% New
1064
DCM
DAFNA Capital Management
California
$200K -$3.14K 1 0.2% Reduced
1065
Ancora Advisors
Ancora Advisors
Ohio
$196K +$42.9K 1 0.03% Increased
1066
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$196K +$212K 1 0.03% New
1067
MCM
Manchester Capital Management
Vermont
$194K +$224K 1 0.03% New
1068
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$193K $0 1 0.03% Maintained
1069
Advisory Services Network
Advisory Services Network
Georgia
$187K +$115K 2 0.06% Increased
1070
LWM
LBA Wealth Management
Florida
$184K +$212K 1 0.12% New
1071
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$170K +$196K 1 0.09% New
1072
CCC
Chelsea Counsel Company
California
$169K +$33.4K 1 0.04% Increased
1073
1832 Asset Management
1832 Asset Management
Ontario, Canada
$168K -$16.5M 1 0% Reduced
1074
Brookstone Capital Management
Brookstone Capital Management
Illinois
$168K -$3.37M 2 0.03% Reduced
1075
PCM
Perkins Capital Management
Minnesota
$162K -$1.11K 1 0.18% Reduced