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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
TPWA
TRUE Private Wealth Advisors
Oregon
$365K $0 1 0.08% Maintained
1152
BTIS
BB&T Investment Services
North Carolina
$362K +$33.3K 4 0.07% Increased
1153
CIAS
Capital Investment Advisory Services
North Carolina
$361K -$52.4K 1 0.22% Reduced
1154
HCM
Highlander Capital Management
New Jersey
$359K $0 1 0.28% Maintained
1155
Quadrant Capital Group
Quadrant Capital Group
Ohio
$356K +$406 4 0.15% Increased
1156
HCM
Howland Capital Management
Massachusetts
$354K $0 1 0.03% Maintained
1157
QSS
Quantitative Systematic Strategies
Florida
$353K -$2.53M 1 0.09% Reduced
1158
CONA
Capital One National Association
New York
$352K -$22.9K 1 0.02% Reduced
1159
BWA
BDO Wealth Advisors
Florida
$350K -$5.49K 1 0.17% Reduced
1160
TBA
Train Babcock Advisors
New York
$348K $0 1 0.19% Maintained
1161
ANRIA
American National Registered Investment Advisor
Texas
$347K -$36.8K 1 0.17% Reduced
1162
CPA
Clear Perspective Advisors
Illinois
$347K -$888K 1 0.28% Reduced
1163
Cetera Advisors
Cetera Advisors
Colorado
$346K +$38.9K 1 0.02% Increased
1164
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$345K +$8.69K 2 0.01% Increased
1165
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$343K +$63.1K 1 0.09% Increased
1166
HH
Hilltop Holdings
Texas
$339K -$73.4K 1 0.1% Reduced
1167
Colony Group
Colony Group
Massachusetts
$333K -$1.62K 1 0.02% Reduced
1168
CI
Cowen Inc
New York
$333K +$312K 1 0.01% New
1169
LCP
Legacy Capital Partners
Wisconsin
$333K -$12K 1 0.18% Reduced
1170
SIG
Sky Investment Group
Connecticut
$332K $0 1 0.14% Maintained
1171
Savant Capital
Savant Capital
Illinois
$331K +$6.95K 1 0.07% Increased
1172
BAM
Boyar Asset Management
New York
$330K -$6.95K 1 0.25% Reduced
1173
Choreo LLC
Choreo LLC
Illinois
$328K +$3.23K 1 0.04% Increased
1174
BSPF
British Steel Pension Fund
United Kingdom
$324K -$75.3K 1 0.04% Reduced
1175
GVT
Genesee Valley Trust
New York
$324K +$3.02K 1 0.13% Increased