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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
1251
RA
REX Advisers
Connecticut
$3.31M +$2.43M 2 7.47% Increased
1252
Principal Securities
Principal Securities
Iowa
$3.3M -$398K 5 0.04% Reduced
1253
AWA
Arete Wealth Advisors
Illinois
$3.29M +$671K 4 0.22% Increased
1254
JIC
Joel Isaacson & Co
New York
$3.27M +$517K 5 0.09% Increased
1255
MIM
Morningstar Investment Management
Illinois
$3.26M $0 1 0.2% Maintained
1256
SFA
Salus Financial Advisors
Colorado
$3.25M -$289K 1 1.6% Reduced
1257
CA
Claar Advisors
New York
$3.23M -$3.07K 1 1.04% Reduced
1258
DT
DBA Trading
Florida
$3.23M $0 4 1.62% Maintained
1259
BCM
BluePath Capital Management
Georgia
$3.22M -$121K 2 1.76% Reduced
1260
Fisher Asset Management
Fisher Asset Management
Washington
$3.18M +$2.64M 4 0% Increased
1261
TWM
Tradition Wealth Management
Minnesota
$3.17M +$7.41K 6 0.19% Increased
1262
CI
Ceera Investments
Texas
$3.15M -$33.7K 1 1.33% Reduced
1263
IQI
Integrated Quantitative Investments
Washington
$3.14M +$1.17M 3 0.51% Increased
1264
CP
CenterBook Partners
Connecticut
$3.13M -$2.32M 5 0.15% Reduced
1265
RFWA
RPg Family Wealth Advisory
Massachusetts
$3.13M +$301K 1 0.52% Increased
1266
ALPS Advisors
ALPS Advisors
Colorado
$3.11M +$1.48M 4 0.01% Increased
1267
IFWM
Institute for Wealth Management
Colorado
$3.1M -$175K 9 0.27% Reduced
1268
AWA
Aaron Wealth Advisors
Illinois
$3.1M +$456K 5 0.16% Increased
1269
PCWA
Pacific Capital Wealth Advisors
California
$3.09M -$522K 1 0.47% Reduced
1270
Howard Capital Management
Howard Capital Management
Georgia
$3.08M +$1.98M 4 0.04% Increased
1271
3CP
3G Capital Partners
New York
$3.06M +$2.64M 1 0.82% New
1272
TC
TTRF Capital
$3.06M +$3.47M 1 2.02% New
1273
CBOA
Commonwealth Bank of Australia
Australia
$3.04M $0 1 0.86% Maintained
1274
SIG Brokerage
SIG Brokerage
New York
$3.04M -$3.93M 7 0.06% Reduced
1275
ECM
EagleClaw Capital Management
Massachusetts
$3.03M -$415K 2 0.41% Reduced