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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
1176
ED
Exane Derivatives
France
$87.5K -$16.9M 3 0.01% Reduced
1177
PG
Patten Group
Tennessee
$86.6K +$14.1K 1 0.04% Increased
1178
HI
Hudock Inc
Pennsylvania
$81K +$77 2 0.04% Increased
1179
CWA Asset Management Group
CWA Asset Management Group
Florida
$80K +$76.8K 1 0.09% New
1180
EWM
Endurance Wealth Management
Rhode Island
$79K +$77.3K 1 0.02% New
1181
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$79K -$7.11K 14 0.01% Reduced
1182
ADL
Asset Dedication LLC
California
$78K +$76.3K 2 0.05% New
1183
SEC
Seven Eight Capital
New York
$78K +$107K 1 0.05% New
1184
WA
WealthTrust-Arizona
Arizona
$77K +$25.3K 1 0.05% Increased
1185
DBT
Dubuque Bank & Trust
Iowa
$76K +$73.8K 1 0.02% New
1186
CCS
Crosspoint Capital Strategies
California
$71K -$263K 1 0.02% Reduced
1187
Bartlett & Co
Bartlett & Co
Ohio
$70K $0 2 0% Maintained
1188
VCM
Versant Capital Management
Arizona
$68K +$67.5K 3 0.04% New
1189
GAM
Gemmer Asset Management
California
$67K +$5.37K 4 0.04% Increased
1190
AG
Ashmore Group
United Kingdom
$66K $0 1 0.04% Maintained
1191
Balentine LLC
Balentine LLC
Georgia
$60K -$77.8K 1 0.01% Reduced
1192
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$56K -$3.46M 1 0% Reduced
1193
CFA
Carroll Financial Associates
North Carolina
$55K +$54.4K 1 0.01% New
1194
MCA
Mercer Capital Advisers
New Jersey
$54K $0 1 0.05% Maintained
1195
UFA
US Financial Advisors
Massachusetts
$54K $0 3 0.05% Maintained
1196
GWM
Gupta Wealth Management
California
$52K -$9.2K 4 0.01% Reduced
1197
PMFA
Plante Moran Financial Advisors
Michigan
$52K +$13.8K 2 0.04% Increased
1198
WRM
Westport Resources Management
Connecticut
$52K $0 1 0.02% Maintained
1199
BHWM
Bar Harbor Wealth Management
New Hampshire
$50K $0 1 0.01% Maintained
1200
NCM
Nelson Capital Management
California
$50K +$17.6K 1 0.02% Increased