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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
KI
Koch Industries
Kansas
$477K +$276K 1 0.13% Increased
1052
LRIC
Long Road Investment Counsel
Michigan
$474K $0 1 0.35% Maintained
1053
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$473K +$78.7K 2 0.03% Increased
1054
FIM
Freedom Investment Management
Connecticut
$472K +$29K 1 0.03% Increased
1055
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$470K +$111K 1 0.06% Increased
1056
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$469K -$123K 1 0.14% Reduced
1057
BOTW
Bank of the West
California
$466K -$50.9K 1 0.06% Reduced
1058
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$465K -$12.9K 1 0.02% Reduced
1059
RWA
Ropes Wealth Advisors
Massachusetts
$464K +$4.87K 1 0.13% Increased
1060
Ballentine Partners
Ballentine Partners
Massachusetts
$463K +$393K 1 0.03% New
1061
MAA
Mraz Amerine & Associates
California
$462K $0 1 0.14% Maintained
1062
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$461K +$9.83K 1 0.26% Increased
1063
NPA
Nichols & Pratt Advisers
Massachusetts
$461K -$24.6K 1 0.04% Reduced
1064
Cetera Advisor Networks
Cetera Advisor Networks
California
$459K +$92.4K 1 0.02% Increased
1065
RG
Rikoon Group
New Mexico
$459K -$4.92K 1 0.2% Reduced
1066
WCA
Westover Capital Advisors
Delaware
$458K -$71.7K 1 0.3% Reduced
1067
AA
Apriem Advisors
California
$451K -$11.4K 1 0.12% Reduced
1068
TCM
Tributary Capital Management
Nebraska
$445K -$681K 1 0.04% Reduced
1069
RCAG
Rehmann Capital Advisory Group
Michigan
$438K -$8.4K 1 0.08% Reduced
1070
Gradient Investments
Gradient Investments
Minnesota
$437K +$17.5K 1 0.03% Increased
1071
QCMC
Quantum Capital Management (California)
California
$437K -$31.5K 1 0.11% Reduced
1072
DIA
Dean Investment Associates
Ohio
$435K +$430K 1 0.07% New
1073
RIM
Regent Investment Management
Kentucky
$435K -$1.45M 1 0.15% Reduced
1074
NIC
Northwest Investment Counselors
Oregon
$433K -$7.86K 1 0.2% Reduced
1075
SCM
Schnieders Capital Management
California
$433K +$5.9K 1 0.2% Increased