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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
1526
MCG
MACRO Consulting Group
New Jersey
$307K +$304K 1 0.3% New
1527
GS
Gagnon Securities
New York
$305K +$7.25K 1 0.08% Increased
1528
COI
Capital One Investing
Virginia
$304K +$301K 1 0.11% New
1529
MFG
Monte Financial Group
Connecticut
$304K -$37.7K 1 0.32% Reduced
1530
CAM
Cubic Asset Management
Massachusetts
$302K -$87K 1 0.1% Reduced
1531
6CM
683 Capital Management
New York
$300K $0 1 0.02% Maintained
1532
LIC
Lodestar Investment Counsel
Illinois
$300K +$102K 1 0.04% Increased
1533
HMS
Hanseatic Management Services
New Mexico
$299K -$687K 2 0.4% Reduced
1534
RPC
Rossmore Private Capital
Connecticut
$297K +$48.6K 1 0.13% Increased
1535
WP
WealthPLAN Partners
Nebraska
$297K -$70.9K 1 0.05% Reduced
1536
DMC
Drexel Morgan & Co
Pennsylvania
$296K $0 1 0.3% Maintained
1537
SAM
Sycomore Asset Management
France
$295K +$267K 1 0.14% New
1538
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$294K +$303K 2 0.07% New
1539
VHAM
Van Hulzen Asset Management
California
$294K +$371K 1 0.09% New
1540
FCAG
First Capital Advisors Group
New Jersey
$293K +$13.3K 1 0.22% Increased
1541
PAM
Private Asset Management
California
$293K +$369K 1 0.06% New
1542
TNAM
Terra Nova Asset Management
New York
$291K -$839K 1 0.78% Reduced
1543
HCM
HGI Capital Management
New York
$290K +$83.3K 1 0.25% Increased
1544
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$290K $0 1 0.03% Maintained
1545
ESB
Essex Savings Bank
Connecticut
$288K +$285K 1 0.18% New
1546
CL
CPWM LLC
Washington
$286K +$9.83K 1 0.05% Increased
1547
CC
Courier Capital
New York
$285K -$22.9K 1 0.04% Reduced
1548
SAM
Selway Asset Management
$285K +$283K 1 0.21% New
1549
SFG
SevenBridge Financial Group
Pennsylvania
$285K +$10.4K 1 0.17% Increased
1550
IHT Wealth Management
IHT Wealth Management
Illinois
$283K +$64.2K 1 0.05% Increased