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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
MRCM
M&R Capital Management
New Jersey
$424K +$218K 1 0.1% Increased
1277
Waverly Advisors
Waverly Advisors
Alabama
$424K -$273K 1 0.07% Reduced
1278
AC
Abbrea Capital
California
$422K +$441K 1 0.14% New
1279
FPCP
Fort Point Capital Partners
California
$422K +$115K 1 0.15% Increased
1280
HCM
Howland Capital Management
Massachusetts
$419K $0 1 0.03% Maintained
1281
Boston Financial Management
Boston Financial Management
Massachusetts
$414K +$37.2K 1 0.03% Increased
1282
FANJ
Financial Architects (New Jersey)
New Jersey
$414K -$51.8K 3 0.08% Reduced
1283
CAM
Cubic Asset Management
Massachusetts
$412K -$35.9K 1 0.12% Reduced
1284
SIG
Sky Investment Group
Connecticut
$412K $0 1 0.17% Maintained
1285
CMBA
C.M. Bidwell & Associates
Hawaii
$410K +$17.1K 2 0.38% Increased
1286
GAG
GM Advisory Group
New York
$410K -$29.5K 1 0.12% Reduced
1287
GC
Gratry & Company
Ohio
$410K -$61.9K 1 0.57% Reduced
1288
MVP
Miller Value Partners
Florida
$406K -$17.4M 1 0.02% Reduced
1289
FAS
Formuepleje A/S
Denmark
$403K +$376K 1 0.05% New
1290
BW
Bison Wealth
Georgia
$402K +$88K 1 0.31% Increased
1291
RIM
Regent Investment Management
Kentucky
$402K -$71.4K 1 0.14% Reduced
1292
ARMT
Amica Retiree Medical Trust
Rhode Island
$401K -$91.8K 1 0.35% Reduced
1293
GLA
Good Life Advisors
Pennsylvania
$398K +$159 1 0.14% Increased
1294
SWK
Stephen W. Kidder
$397K +$414K 1 0.15% New
1295
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$394K +$28.6K 1 0% Increased
1296
DII
Domini Impact Investments
New York
$391K -$5.92K 1 7.67% Reduced
1297
PCG
Private Capital Group
Connecticut
$390K +$51.8K 4 0.09% Increased
1298
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$386K +$45.4K 1 0.01% Increased
1299
ES
Equitec Specialists
Illinois
$386K +$812K 1 0.07% New
1300
IIM
Ironwood Investment Management
Massachusetts
$385K $0 1 0.28% Maintained