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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
1076
HCM
Highlander Capital Management
New Jersey
$161K +$186K 1 0.15% New
1077
FMLI
Fukoku Mutual Life Insurance
Japan
$158K +$183K 1 0.03% New
1078
Capital Guardian Trust
Capital Guardian Trust
California
$153K +$172K 2 0% Increased
1079
NYLT
New York Life Trust
New York
$148K +$110K 2 0.66% Increased
1080
PSI
Pinnacle Summer Investments
Virginia
$147K +$169K 1 0.03% New
1081
Quadrant Capital Group
Quadrant Capital Group
Ohio
$145K +$169K 2 0.1% Increased
1082
SC
SRB Corp
Massachusetts
$142K -$5.02K 1 0.02% Reduced
1083
RIA
Regal Investment Advisors
Michigan
$140K +$163K 1 0.04% New
1084
WA
WFG Advisors
Texas
$137K +$156K 2 0.04% Increased
1085
PAI
Pittenger & Anderson Inc
Nebraska
$133K +$153K 1 0.02% New
1086
WhitTier Trust Company
WhitTier Trust Company
Nevada
$133K +$114K 2 0.02% Increased
1087
First Horizon Advisors
First Horizon Advisors
Tennessee
$131K +$87.5K 3 0.02% Increased
1088
TF
Tompkins Financial
New York
$129K +$92.8K 2 0.04% Increased
1089
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$124K -$269K 9 0.01% Reduced
1090
Balentine LLC
Balentine LLC
Georgia
$120K +$138K 1 0.02% New
1091
HCM
Hilton Capital Management
New York
$118K $0 1 0.04% Maintained
1092
NFG
Next Financial Group
Texas
$114K +$66.9K 3 0.04% Increased
1093
TCM
Tradewinds Capital Management
Washington
$113K +$130K 1 0.09% New
1094
CS
Credential Securities
$111K +$128K 1 0.08% New
1095
KAM
Kassirer Asset Management
Ontario, Canada
$107K +$94.2K 1 0.07% New
1096
FNBSF
First National Bank Sioux Falls
South Dakota
$104K +$120K 1 0.34% New
1097
KCPG
Kavar Capital Partners Group
Kansas
$103K +$119K 1 0.07% New
1098
SFWA
Summit Financial Wealth Advisors
Louisiana
$102K $0 1 0.07% Maintained
1099
OL
Orbitronix LP
California
$101K +$76.1K 1 0.14% Increased
1100
AG
Ashmore Group
United Kingdom
$97K $0 1 0.06% Maintained