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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
1276
Colony Group
Colony Group
Massachusetts
$349K -$32.9K 1 0.02% Reduced
1277
ACP
Aviance Capital Partners
Florida
$347K $0 1 0.11% Maintained
1278
B
Bellecapital
Switzerland
$347K +$366K 1 0.28% New
1279
ECAM
East Coast Asset Management
Massachusetts
$346K +$340K 1 0.09% New
1280
Williams Jones & Associates
Williams Jones & Associates
New York
$344K +$338K 1 0.01% New
1281
Harvest Fund Management
Harvest Fund Management
China
$342K +$139K 2 0.05% Increased
1282
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$341K +$335K 1 0.12% New
1283
BHTS
Bar Harbor Trust Services
Maine
$339K +$18.1K 1 0.18% Increased
1284
MTCM
Mint Tower Capital Management
Netherlands
$338K +$332K 1 0.05% New
1285
FTC
Farmers Trust Company
Ohio
$337K $0 1 0.1% Maintained
1286
LCP
Legacy Capital Partners
Wisconsin
$335K -$47K 1 0.17% Reduced
1287
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$332K -$263K 1 0.01% Reduced
1288
ACM
AUA Capital Management
Pennsylvania
$331K $0 1 0.3% Maintained
1289
BL
BFSG LLC
California
$330K +$52.2K 1 0.14% Increased
1290
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$328K +$46.7K 1 0.08% Increased
1291
Jefferies Financial Group
Jefferies Financial Group
New York
$326K -$13.6K 1 0.03% Reduced
1292
BRF
B. Riley Financial
California
$323K +$59.7K 1 0.08% Increased
1293
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$323K -$590K 3 0.01% Reduced
1294
SMFS
Squar Milner Financial Services
California
$323K +$277K 1 0.39% New
1295
BHWM
Bar Harbor Wealth Management
New Hampshire
$322K $0 1 0.04% Maintained
1296
SSA
South Street Advisors
New York
$321K $0 1 0.1% Maintained
1297
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$316K +$303K 1 0.24% New
1298
BOS
Bank of Stockton
California
$315K +$70.2K 1 0.13% Increased
1299
CBT
Capital Bank & Trust
California
$312K +$1.81K 1 0% Increased
1300
BDWM
Brewin Dolphin Wealth Management
Ireland
$311K +$40.5K 1 0.2% Increased