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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
AF
Alerus Financial
North Dakota
$335K -$2.78M 1 0.05% Reduced
1502
SCA
Secor Capital Advisors
New York
$332K +$418K 1 0.04% New
1503
Wolverine Asset Management
Wolverine Asset Management
Illinois
$331K +$222K 1 0% Increased
1504
IC
Intersect Capital
California
$330K +$327K 1 0.16% New
1505
LA
LVW Advisors
New York
$330K +$42K 1 0.11% Increased
1506
WP
WMS Partners
Maryland
$329K +$32.9K 1 0.09% Increased
1507
HIC
Holderness Investments Company
North Carolina
$328K +$16.7K 1 0.18% Increased
1508
SWA
Stratos Wealth Advisors
Ohio
$328K +$325K 1 0.22% New
1509
YMRC
Yorktown Management & Research Company
Virginia
$328K $0 1 0.11% Maintained
1510
AR
Advisory Research
Illinois
$326K +$410K 1 0.01% New
1511
VIM
Veritas Investment Management
United Kingdom
$326K $0 1 0.04% Maintained
1512
PHS
Pekin Hardy Strauss
Illinois
$325K -$16.7K 1 0.06% Reduced
1513
JA
JOYN Advisors
Georgia
$324K -$29.4K 5 0.07% Reduced
1514
CBT
Capital Bank & Trust
California
$323K -$92.2K 2 0% Reduced
1515
GP
Girard Partners
Pennsylvania
$323K -$37.9K 1 0.07% Reduced
1516
BCA
Berman Capital Advisors
Georgia
$317K -$73.7K 4 0.12% Reduced
1517
VCM
Vivaldi Capital Management
Illinois
$317K +$314K 1 0.14% New
1518
CGL
Clarius Group LLC
Washington
$316K +$85.3K 1 0.11% Increased
1519
PT
Plimoth Trust
Massachusetts
$316K -$55.7K 1 0.12% Reduced
1520
PCMC
Paragon Capital Management (Colorado)
Colorado
$315K $0 1 0.15% Maintained
1521
Cresset Asset Management
Cresset Asset Management
Illinois
$314K +$328K 4 0.02% New
1522
EMB
Elefante Mark B
$313K +$65.4K 1 1.5% Increased
1523
AWA
ARS Wealth Advisors
Florida
$312K -$37.9K 1 0.11% Reduced
1524
Coldstream Capital Management
Coldstream Capital Management
Washington
$308K +$61.4K 1 0.03% Increased
1525
FC
Fayerweather Charles
$308K +$306K 1 0.55% New