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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
1126
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$404K $0 1 0.19% Maintained
1127
BRWA
B. Riley Wealth Advisors
Florida
$403K -$285K 1 0.07% Reduced
1128
Nuveen Fund Advisors
Nuveen Fund Advisors
Illinois
$400K -$274K 1 0.08% Reduced
1129
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$400K -$145K 1 0.02% Reduced
1130
Pendal Group
Pendal Group
Australia
$399K +$52.1K 1 0.01% Increased
1131
SMC
Smith, Moore & Co
Missouri
$393K -$2.38K 1 0.11% Reduced
1132
Jefferies Financial Group
Jefferies Financial Group
New York
$391K +$392K 1 0.03% New
1133
RIM
Ranger Investment Management
Texas
$389K -$577K 1 0.03% Reduced
1134
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$386K -$19.2K 1 0.04% Reduced
1135
FHAM
Folger Hill Asset Management
New York
$384K -$222K 1 0.03% Reduced
1136
QIM
Quest Investment Management
Oregon
$384K $0 1 0.05% Maintained
1137
NSB
Norway Savings Bank
Maine
$382K +$10.5K 1 0.37% Increased
1138
MCM
Manchester Capital Management
Vermont
$381K +$550 2 0.06% Increased
1139
NCCM
Nine Chapters Capital Management
New Jersey
$381K +$345K 2 0.84% Increased
1140
BCM
Bayesian Capital Management
New York
$378K -$2.68M 1 0.09% Reduced
1141
Capital Investment Advisors
Capital Investment Advisors
Georgia
$375K $0 1 0.03% Maintained
1142
Brighton Jones LLC
Brighton Jones LLC
Washington
$374K +$4.61K 1 0.05% Increased
1143
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$374K -$133K 1 0% Reduced
1144
EAMA
EFG Asset Management (Americas)
Florida
$373K +$339K 1 0.14% New
1145
PHK
Point72 Hong Kong
Hong Kong
$371K +$221K 1 0.26% Increased
1146
WhitTier Trust Company
WhitTier Trust Company
Nevada
$371K +$45.7K 3 0.03% Increased
1147
DCM
Dupont Capital Management
Delaware
$369K -$2.02M 1 0.01% Reduced
1148
AWA
ARS Wealth Advisors
Florida
$367K -$38.9K 1 0.14% Reduced
1149
PVWM
Point View Wealth Management
New Jersey
$366K +$21K 1 0.18% Increased
1150
NBC
Neuberger Berman Canada
Ontario, Canada
$365K -$5.99K 1 0.07% Reduced