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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
HH
Hilltop Holdings
Texas
$797K +$650K 1 0.14% Increased
1102
Mizuho Securities USA
Mizuho Securities USA
New York
$797K -$696K 1 0.05% Reduced
1103
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$793K +$198K 1 0.4% Increased
1104
TH
Timber Hill
Connecticut
$793K -$561K 1 0.12% Reduced
1105
FFA
First Foundation Advisors
California
$792K +$795K 2 0.04% New
1106
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$788K $0 1 1.04% Maintained
1107
BDF
Balasa Dinverno & Foltz
$784K -$240K 2 0.12% Reduced
1108
RGC
Roberts, Glore & Co
Illinois
$782K -$5.95K 1 0.48% Reduced
1109
Vident Investment Advisory
Vident Investment Advisory
Georgia
$777K -$1.84M 1 0.03% Reduced
1110
GIA
Guyasuta Investment Advisors
Pennsylvania
$775K +$284K 1 0.09% Increased
1111
KOCAA
Knights of Columbus Asset Advisors
Connecticut
$774K +$821K 1 0.35% New
1112
AIA
AIMZ Investment Advisors
California
$772K $0 1 0.56% Maintained
1113
Homrich & Berg
Homrich & Berg
Georgia
$772K +$39.1K 2 0.05% Increased
1114
LCS
Levin Capital Strategies
New York
$766K +$140K 1 0.01% Increased
1115
BOH
Bank of Hawaii
Hawaii
$765K -$459K 1 0.06% Reduced
1116
Caption Management
Caption Management
Oklahoma
$765K +$989K 1 0.11% New
1117
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$764K +$304K 2 0.01% Increased
1118
BBA
Baker Bros. Advisors
New York
$762K $0 1 0.01% Maintained
1119
MMPW
Mitchell McLeod Pugh & Williams
Alabama
$760K -$180K 1 0.54% Reduced
1120
CCP
Cyrus Capital Partners
New York
$758K -$456K 1 0.08% Reduced
1121
AFG
Albion Financial Group
Utah
$755K -$50.6K 1 0.12% Reduced
1122
NA
Neuburgh Advisers
California
$755K -$2.39M 2 0.03% Reduced
1123
SH
SeaTown Holdings
Singapore
$753K $0 1 0.07% Maintained
1124
BPM
Blue Pool Management
Hong Kong
$751K +$785K 1 0.33% New
1125
Kingsview Wealth Management
Kingsview Wealth Management
Oregon
$749K +$61.3K 1 0.19% Increased