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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
1201
NIC
Northwest Investment Counselors
Oregon
$551K -$4.36K 1 0.23% Reduced
1202
VCA
Verdence Capital Advisors
Maryland
$551K +$159K 1 0.13% Increased
1203
ZB
Zions Bancorporation
Utah
$542K -$188K 1 0.12% Reduced
1204
GCM
Gables Capital Management
Florida
$541K +$505K 1 0.48% New
1205
WSCM
Wellington Shields Capital Management
New York
$539K $0 1 0.08% Maintained
1206
SCA
Sander Capital Advisors
Washington
$534K -$174K 1 0.45% Reduced
1207
VFA
Voya Financial Advisors
Connecticut
$534K +$9.44K 1 0.04% Increased
1208
PHK
Point72 Hong Kong
Hong Kong
$533K +$465K 2 0.27% Increased
1209
RCAG
Rehmann Capital Advisory Group
Michigan
$533K -$34.7K 5 0.08% Reduced
1210
MAA
Mraz Amerine & Associates
California
$532K -$90.4K 1 0.17% Reduced
1211
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$531K -$175K 1 0.09% Reduced
1212
Lido Advisors
Lido Advisors
California
$531K +$555K 1 0.07% New
1213
PG
Patten Group
Tennessee
$530K -$7.93K 2 0.22% Reduced
1214
PT
Plimoth Trust
Massachusetts
$530K +$16K 1 0.18% Increased
1215
LSAG
Lake Street Advisors Group
New Hampshire
$526K -$41.7K 1 0.06% Reduced
1216
ASA
Armstrong Shaw Associates
Connecticut
$524K $0 1 0.47% Maintained
1217
NSB
Norway Savings Bank
Maine
$523K -$20.2K 1 0.49% Reduced
1218
TPWA
TRUE Private Wealth Advisors
Oregon
$520K +$59.9K 1 0.09% Increased
1219
Verition Fund Management
Verition Fund Management
Connecticut
$518K -$287K 2 0.04% Reduced
1220
Armistice Capital
Armistice Capital
New York
$517K -$14.4M 1 0.04% Reduced
1221
BDWM
Brewin Dolphin Wealth Management
Ireland
$516K +$205K 1 0.32% Increased
1222
AFNAS
American Financial Network Advisory Services
California
$514K -$271K 1 0.27% Reduced
1223
JGC
J. Goldman & Co
New York
$512K -$8.95M 1 0.02% Reduced
1224
RWA
Ropes Wealth Advisors
Massachusetts
$512K +$40.6K 1 0.14% Increased
1225
AHC
Adell Harriman & Carpenter
Texas
$510K +$533K 1 0.11% New