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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
CICI
Capital Investment Counsel Inc
North Carolina
$281K -$15.3K 1 0.15% Reduced
1077
RCAG
Rehmann Capital Advisory Group
Michigan
$280K -$2.29K 1 0.05% Reduced
1078
AIA
Affinity Investment Advisors
California
$279K $0 1 0.02% Maintained
1079
SSWM
Sheets Smith Wealth Management
North Carolina
$279K $0 1 0.08% Maintained
1080
CONA
Capital One National Association
New York
$278K -$13.2K 1 0.02% Reduced
1081
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$276K +$41.9K 1 0.06% Increased
1082
SKK
Shepherd Kaplan Krochuk
Massachusetts
$275K -$25.3K 1 0.07% Reduced
1083
WA
WFG Advisors
Texas
$275K +$2.72K 2 0.07% Increased
1084
BCM
Buckhead Capital Management
Georgia
$267K $0 1 0.05% Maintained
1085
Fiduciary Trust
Fiduciary Trust
Massachusetts
$265K -$138K 1 0.01% Reduced
1086
SNT
Security National Trust
West Virginia
$265K $0 1 0.1% Maintained
1087
Capital Investment Advisors
Capital Investment Advisors
Georgia
$264K $0 1 0.02% Maintained
1088
BHWM
Bar Harbor Wealth Management
New Hampshire
$258K +$256K 2 0.03% Increased
1089
PAIA
Park Avenue Institutional Advisers
New York
$256K -$20.5K 1 0.22% Reduced
1090
CHAM
Clear Harbor Asset Management
Connecticut
$254K +$3.93K 1 0.06% Increased
1091
BSPF
British Steel Pension Fund
United Kingdom
$249K -$198K 1 0.03% Reduced
1092
RCG
Ruggie Capital Group
Florida
$249K +$164K 1 0.23% Increased
1093
BAM
Boyar Asset Management
New York
$247K -$2.52K 1 0.2% Reduced
1094
Smithfield Trust
Smithfield Trust
Pennsylvania
$246K -$14K 1 0.05% Reduced
1095
AFG
Albion Financial Group
Utah
$242K +$253K 1 0.04% New
1096
Cetera Advisor Networks
Cetera Advisor Networks
California
$242K -$21.6K 1 0.01% Reduced
1097
Colony Group
Colony Group
Massachusetts
$242K $0 1 0.03% Maintained
1098
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$238K +$37.9K 1 0.02% Increased
1099
CS
Credential Securities
$235K +$15.3K 1 0.12% Increased
1100
FIB
First Interstate Bank
Montana
$234K $0 1 0.05% Maintained