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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
1376
SC
Sepio Capital
Utah
$521K +$516K 1 0.04% New
1377
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$520K -$22.5M 3 0.02% Reduced
1378
CFGS
Concourse Financial Group Securities
Alabama
$520K +$466K 4 0.06% Increased
1379
PPP
Private Portfolio Partners
New Jersey
$520K +$578K 2 0.32% New
1380
MSR
Main Street Research
Connecticut
$516K -$37.9K 1 0.2% Reduced
1381
Quadrant Capital Group
Quadrant Capital Group
Ohio
$515K +$33.8K 4 0.14% Increased
1382
AWCI
Alpine Woods Capital Investors
New York
$514K -$253K 1 0.12% Reduced
1383
Park Avenue Securities
Park Avenue Securities
New York
$514K +$17.4K 1 0.08% Increased
1384
FC
Fairpointe Capital
Illinois
$512K +$211K 1 0.02% Increased
1385
TFA
Toth Financial Advisory
Virginia
$512K -$30.7K 1 0.14% Reduced
1386
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$512K +$96.1K 1 0.07% Increased
1387
BMA
Brooks Moore & Associates
Tennessee
$511K +$506K 1 0.51% New
1388
MRCM
M&R Capital Management
New Jersey
$511K -$8.33K 1 0.13% Reduced
1389
FLI
Family Legacy Inc
South Carolina
$510K +$42.7K 1 0.46% Increased
1390
PP
PagnatoKarp Partners
Virginia
$506K +$10.1K 2 0.11% Increased
1391
KJHP
K.J. Harrison & Partners
Ontario, Canada
$505K -$1.54M 1 0.31% Reduced
1392
SM
Southport Management
Wyoming
$505K $0 1 2.55% Maintained
1393
TPWA
TRUE Private Wealth Advisors
Oregon
$505K -$156K 1 0.09% Reduced
1394
Confluence Investment Management
Confluence Investment Management
Missouri
$504K -$31.4K 1 0.01% Reduced
1395
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$503K $0 1 0.24% Maintained
1396
Capital Investment Advisors
Capital Investment Advisors
Georgia
$502K -$4.25K 1 0.03% Reduced
1397
SKK
Shepherd Kaplan Krochuk
Massachusetts
$502K $0 1 0.34% Maintained
1398
Driehaus Capital Management
Driehaus Capital Management
Illinois
$500K -$1.91M 1 0.02% Reduced
1399
GCM
Gladius Capital Management
Illinois
$500K +$495K 1 0.02% New
1400
MGO One Seven
MGO One Seven
Ohio
$497K +$335K 5 0.21% Increased