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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
1501
P8IP
Pier 88 Investment Partners
California
$185K -$304K 0 – Closed
1502
PAM
Paradigm Asset Management
New York
$183K $0 1 0.05% Maintained
1503
WTB
Washington Trust Bank
Washington
$175K +$5.56K 2 0.02% Increased
1504
MFW
Mosaic Family Wealth
Missouri
$174K -$101K 1 0.07% Reduced
1505
DOA
D'Orazio & Associates
Virginia
$173K $0 2 0.07% Maintained
1506
NSIM
North Star Investment Management
Illinois
$173K +$4.93K 4 0.02% Increased
1507
UA
Unison Advisors
District of Columbia
$169K +$4.56K 1 0.12% Increased
1508
GC
Grace Capital
Massachusetts
$167K +$159K 1 0.06% New
1509
HFM
Hartford Financial Management
Connecticut
$167K $0 1 0.06% Maintained
1510
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$167K +$94.2K 4 0.02% Increased
1511
PFBT
Parkside Financial Bank & Trust
Missouri
$164K +$27.6K 4 0.06% Increased
1512
BA
Bristol Advisors
Pennsylvania
$163K +$153K 1 0.32% New
1513
VCM
Versant Capital Management
Arizona
$161K +$86.4K 5 0.07% Increased
1514
VIA
Vantage Investment Advisors
Pennsylvania
$156K +$24.2K 2 0.04% Increased
1515
JCM
Jacobi Capital Management
Pennsylvania
$150K -$8.69K 3 0.04% Reduced
1516
Global Retirement Partners
Global Retirement Partners
California
$146K +$35.6K 4 0.04% Increased
1517
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$146K -$879K 1 0.01% Reduced
1518
KCM
Kempner Capital Management
Texas
$146K $0 1 0.1% Maintained
1519
IDBONY
Israel Discount Bank of New York
New York
$145K $0 2 0.1% Maintained
1520
FRA
Front Row Advisors
California
$143K +$131 3 0.09% Increased
1521
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$142K +$46.2K 1 0.02% Increased
1522
EA
Edge Advisors
Georgia
$138K +$32.3K 1 0.01% Increased
1523
KTC
Kistler-Tiffany Companies
Pennsylvania
$136K -$7K 1 0.06% Reduced
1524
WOC
West Oak Capital
California
$135K $0 1 0.08% Maintained
1525
LC
Landaas & Company
Wisconsin
$135K +$129K 1 0.11% New