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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
AGM
Alpine Global Management
New York
$311K +$302K 1 0.08% New
1102
EAM
Evanson Asset Management
California
$311K -$526K 1 0.08% Reduced
1103
SSG
Summit Securities Group
New York
$310K -$719K 1 0.09% Reduced
1104
WA
Wealth Architects
California
$310K +$301K 1 0.12% New
1105
HH
Hilltop Holdings
Texas
$304K +$329K 1 0.09% New
1106
LCS
Levin Capital Strategies
New York
$301K +$293K 1 0.01% New
1107
FP
FDO Partners
Massachusetts
$300K +$325K 1 0.07% New
1108
MC
Moors & Cabot
Massachusetts
$299K +$45K 1 0.05% Increased
1109
PG
Patten Group
Tennessee
$298K +$56.5K 1 0.13% Increased
1110
ASA
Armstrong Shaw Associates
Connecticut
$297K $0 1 0.07% Maintained
1111
ACM
Aviance Capital Management
Florida
$291K +$263K 1 0.02% New
1112
KWMG
King Wealth Management Group
Florida
$291K +$283K 1 0.12% New
1113
Cetera Advisor Networks
Cetera Advisor Networks
California
$287K -$18.4K 1 0.01% Reduced
1114
Banco Santander
Banco Santander
Spain
$286K -$230K 1 0.01% Reduced
1115
SGCA
Steel Grove Capital Advisors
Tennessee
$285K +$20.9K 1 0.05% Increased
1116
MLM
Mount Lucas Management
Pennsylvania
$284K -$8.12M 1 0.06% Reduced
1117
KA
Kovack Advisors
Florida
$278K +$270K 1 0.11% New
1118
Johnson Investment Counsel
Johnson Investment Counsel
Ohio
$275K +$268K 1 0.01% New
1119
AWA
ARS Wealth Advisors
Florida
$274K -$152K 1 0.12% Reduced
1120
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$273K +$247K 1 0.04% New
1121
SCI
S&CO Inc
Massachusetts
$273K $0 1 0.04% Maintained
1122
BSPF
British Steel Pension Fund
United Kingdom
$272K -$21.5K 1 0.03% Reduced
1123
CC
Cedar Capital
Illinois
$272K -$153K 1 0.11% Reduced
1124
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$271K -$391K 1 0.24% Reduced
1125
MCM
MV Capital Management
Maryland
$269K -$3.85K 2 0.08% Reduced