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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
1151
FNBSF
First National Bank Sioux Falls
South Dakota
$122K $0 1 0.38% Maintained
1152
LNB
Ledyard National Bank
$122K -$20K 2 0.02% Reduced
1153
JIP
Jaffetilchin Investment Partners
Florida
$121K -$833K 1 0.04% Reduced
1154
PFS
Physicians Financial Services
North Carolina
$120K -$9K 1 0.11% Reduced
1155
PC
Passport Capital
California
$116K +$145K 1 0% New
1156
Magnetar Financial
Magnetar Financial
Illinois
$112K +$140K 1 0% New
1157
AFWA
Ancora Family Wealth Advisors
Ohio
$109K +$136K 1 0.04% New
1158
TC
Tairen Capital
Hong Kong
$109K -$1.35M 1 0.02% Reduced
1159
WP
WealthPLAN Partners
Nebraska
$109K +$145K 2 0.01% New
1160
Rockefeller Financial Services
Rockefeller Financial Services
New York
$105K $0 1 0% Maintained
1161
EWM
Endurance Wealth Management
Rhode Island
$103K +$28.3K 2 0.02% Increased
1162
LWM
Lenox Wealth Management
Ohio
$100K -$4.59K 1 0.07% Reduced
1163
Balentine LLC
Balentine LLC
Georgia
$99K +$40.5K 1 0.02% Increased
1164
HCM
Hilton Capital Management
New York
$99K $0 1 0.03% Maintained
1165
ARMC
American Research & Management Company
Massachusetts
$95K +$95.6K 2 0.04% Increased
1166
WI
Wintrust Investments
Illinois
$95K +$623K 1 0.19% New
1167
B
Bellecapital
Switzerland
$91K $0 1 0.1% Maintained
1168
Peconic Partners
Peconic Partners
New York
$91K +$113K 1 0.01% New
1169
TG
Threshold Group
Washington
$91K +$113K 1 0.09% New
1170
WEC
Winslow Evans & Crocker
Massachusetts
$89.1K -$9.5K 2 0.03% Reduced
1171
HCM
Highlander Capital Management
New Jersey
$89K $0 1 0.08% Maintained
1172
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$88K -$12.3M 1 0.01% Reduced
1173
SIM
Spark Investment Management
New York
$86K -$390K 1 0.01% Reduced
1174
VAM
Visium Asset Management
New York
$81K -$1.37M 1 0.01% Reduced
1175
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$76K +$28.1K 7 0.04% Increased