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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
1101
Cetera Advisor Networks
Cetera Advisor Networks
California
$244K +$2.43K 1 0.02% Increased
1102
RCA
Rex Capital Advisors
Rhode Island
$244K -$125K 1 0.25% Reduced
1103
ACM
Alta Capital Management
Utah
$243K +$237K 1 0.02% New
1104
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$243K +$246K 1 0% New
1105
Destination Wealth Management
Destination Wealth Management
California
$242K +$236K 1 0.02% New
1106
NO
Ninety One
South Africa
$240K $0 1 0.21% Maintained
1107
IB
Intrust Bank
Kansas
$239K -$24.2K 1 0.09% Reduced
1108
Twin Tree Management
Twin Tree Management
Texas
$237K -$1.58M 1 0% Reduced
1109
FIB
First Interstate Bank
Montana
$232K +$226K 1 0.05% New
1110
Nikko Asset Management Americas
Nikko Asset Management Americas
New York
$230K +$222K 1 0.03% New
1111
MSR
Main Street Research
Connecticut
$229K +$223K 1 0.05% New
1112
Cetera Advisors
Cetera Advisors
Colorado
$228K +$219K 1 0.02% New
1113
GF
Gerstein Fisher
New York
$228K +$222K 1 0.03% New
1114
MCM
Manchester Capital Management
Vermont
$226K $0 1 0.03% Maintained
1115
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$224K +$89.5K 2 0.05% Increased
1116
MSS
Mitchell Sinkler & Starr
Pennsylvania
$222K +$216K 1 0.3% New
1117
Burney Company
Burney Company
Virginia
$221K +$213K 1 0.02% New
1118
TB
Terril Brothers
Missouri
$221K -$22.9M 1 0.09% Reduced
1119
YL
YCG LLC
Texas
$221K -$532K 1 0.06% Reduced
1120
TSS
Two Sigma Securities
New York
$219K +$211K 1 0.26% New
1121
VFA
Voya Financial Advisors
Connecticut
$219K -$28.5K 1 0.03% Reduced
1122
FIG
Fortress Investment Group
New York
$215K -$41K 1 0% Reduced
1123
ICOA
Investment Centers of America
North Dakota
$214K +$85.7K 1 0.03% Increased
1124
LWM
LBA Wealth Management
Florida
$214K $0 1 0.12% Maintained
1125
Perigon Wealth Management
Perigon Wealth Management
California
$210K +$204K 1 0.06% New