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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
Sigma Planning Corp
Sigma Planning Corp
Michigan
$329K +$321K 1 0.05% New
1052
CC
Cedar Capital
Illinois
$328K +$319K 1 0.07% New
1053
PVWM
Point View Wealth Management
New Jersey
$328K +$54.9K 1 0.24% Increased
1054
LMR Partners
LMR Partners
United Kingdom
$327K -$8.24M 1 0.11% Reduced
1055
KG
Killen Group
Pennsylvania
$325K +$220K 1 0.03% Increased
1056
SI
SII Investments
Wisconsin
$324K -$264K 1 0.04% Reduced
1057
TDC
Thompson Davis & Co
Virginia
$323K +$233K 6 0.46% Increased
1058
SM
Sabby Management
Florida
$320K -$164K 1 0.02% Reduced
1059
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$317K +$116K 1 0.15% Increased
1060
PCA
Peddock Capital Advisors
Massachusetts
$316K +$13.3K 1 0.24% Increased
1061
MAA
Mraz Amerine & Associates
California
$315K $0 1 0.12% Maintained
1062
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
$314K +$306K 1 0.03% New
1063
ARMT
Amica Retiree Medical Trust
Rhode Island
$313K +$37.5K 2 0.27% Increased
1064
FP
FDO Partners
Massachusetts
$313K +$431K 1 0.18% New
1065
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$311K +$28.2K 1 0.06% Increased
1066
CICI
Capital Investment Counsel Inc
North Carolina
$311K $0 1 0.16% Maintained
1067
GBA
Garrison Bradford & Associates
New York
$307K -$41K 1 0.34% Reduced
1068
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$302K +$294K 2 0.01% New
1069
SGCA
Steel Grove Capital Advisors
Tennessee
$301K +$33.9K 1 0.07% Increased
1070
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$300K -$3.53K 1 0.21% Reduced
1071
PP
Pegasus Partners
Wisconsin
$300K -$44.1K 1 0.15% Reduced
1072
CHAM
Clear Harbor Asset Management
Connecticut
$299K $0 1 0.07% Maintained
1073
BCM
Birmingham Capital Management
Alabama
$297K $0 1 0.12% Maintained
1074
SCM
Schnieders Capital Management
California
$294K +$287K 1 0.18% New
1075
Klingman & Associates
Klingman & Associates
New York
$292K +$212K 1 0.11% Increased