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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
1351
FAS
Formuepleje A/S
Denmark
$367K -$124K 1 0.04% Reduced
1352
SSA
South Street Advisors
New York
$363K $0 1 0.11% Maintained
1353
JA
JOYN Advisors
Georgia
$360K -$178K 5 0.08% Reduced
1354
BCM
Bares Capital Management
Texas
$359K +$320K 1 0.01% New
1355
SMFS
Squar Milner Financial Services
California
$354K +$4.85K 2 0.31% Increased
1356
ACA
Atlas Capital Advisors
Wyoming
$352K -$24.1K 1 0.12% Reduced
1357
One Capital Management
One Capital Management
California
$349K +$25.1K 1 0.07% Increased
1358
WB
Webster Bank
Connecticut
$349K +$304K 1 0.05% Increased
1359
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$348K +$35.9K 1 0.11% Increased
1360
DMC
Drexel Morgan & Co
Pennsylvania
$347K +$7.97K 1 0.35% Increased
1361
BA
Bard Associates
Illinois
$346K $0 2 0.14% Maintained
1362
MFW
Meristem Family Wealth
Minnesota
$344K -$8.77K 1 0.12% Reduced
1363
CCT
Capital City Trust
Florida
$343K -$3.19K 1 0.15% Reduced
1364
BFO
Boston Family Office
Massachusetts
$341K +$304K 1 0.04% New
1365
PFS
Physicians Financial Services
North Carolina
$341K -$80 1 0.26% Reduced
1366
BOS
Bank of Stockton
California
$340K $0 1 0.18% Maintained
1367
CF
Centaurus Financial
California
$340K +$336K 4 0.05% New
1368
Ballentine Partners
Ballentine Partners
Massachusetts
$339K +$31.4K 1 0.02% Increased
1369
CPA
Columbia Pacific Advisors
Washington
$339K +$313K 1 0.4% New
1370
JCP
Jabre Capital Partners
Switzerland
$339K -$248K 1 0.02% Reduced
1371
AC
Alexandria Capital
Virginia
$334K -$160K 1 0.05% Reduced
1372
NED
Nancy E. Dempze
$334K +$320K 1 0.41% New
1373
BCA
Berman Capital Advisors
Georgia
$333K -$55.7K 1 0.12% Reduced
1374
IFAM
Institutional & Family Asset Management
Colorado
$333K +$127K 2 0.07% Increased
1375
SFSIG
San Francisco Sentry Investment Group
California
$331K -$1.75M 2 0.14% Reduced