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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
1326
HIC
Hartline Investment Corp
Illinois
$351K +$366K 1 0.1% New
1327
BHTS
Bar Harbor Trust Services
Maine
$349K $0 1 0.19% Maintained
1328
HRT Financial
HRT Financial
New York
$349K +$365K 1 0.17% New
1329
MIS
Morningstar Investment Services
Illinois
$349K -$5.85M 1 0.01% Reduced
1330
Segall Bryant & Hamill
Segall Bryant & Hamill
Illinois
$349K +$326K 1 0.01% New
1331
BL
BFSG LLC
California
$347K +$7.14K 1 0.15% Increased
1332
CCIA
Campbell & Co Investment Adviser
Maryland
$346K +$143K 1 0.29% Increased
1333
GCMG
Gyroscope Capital Management Group
Florida
$343K +$102K 1 0.16% Increased
1334
Tiedemann Advisors
Tiedemann Advisors
New York
$343K +$359K 1 0.02% New
1335
ACM
AUA Capital Management
Pennsylvania
$342K $0 1 0.29% Maintained
1336
FTC
Farmers Trust Company
Ohio
$342K -$5.47K 1 0.1% Reduced
1337
SC
Sovarnum Capital
New York
$341K +$357K 1 0.32% New
1338
ACM
AlphaStar Capital Management
North Carolina
$338K +$20.5K 1 0.13% Increased
1339
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$338K $0 1 0.08% Maintained
1340
PTC
Petrus Trust Company
Texas
$335K +$32.4K 1 0.08% Increased
1341
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$334K +$34.1K 1 0.04% Increased
1342
SSA
South Street Advisors
New York
$331K $0 1 0.03% Maintained
1343
SAM
Silphium Asset Management
United Kingdom
$331K +$346K 1 0.18% New
1344
Emerald Advisers
Emerald Advisers
Pennsylvania
$329K +$307K 1 0.01% New
1345
ACA
Atlas Capital Advisors
Wyoming
$324K +$339K 1 0.1% New
1346
MFW
Meristem Family Wealth
Minnesota
$322K +$54.7K 1 0.12% Increased
1347
ADL
Asset Dedication LLC
California
$321K +$23.2K 2 0.16% Increased
1348
BO
BRR OpCo
Ohio
$319K +$298K 1 0.09% New
1349
SMFS
Squar Milner Financial Services
California
$318K +$28.6K 1 0.4% Increased
1350
HCM
Hilton Capital Management
New York
$317K +$331K 1 0.05% New