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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
1576
CJA
C-J Advisory
California
$264K $0 1 0.19% Maintained
1577
BCM
Bluefin Capital Management
New York
$263K -$5.61M 1 0.03% Reduced
1578
Choreo LLC
Choreo LLC
Illinois
$262K -$14.9K 1 0.04% Reduced
1579
MUS
Mitsubishi UFJ Securities
Japan
$262K +$72.5K 1 1.97% Increased
1580
KA
Kaizen Advisory
Illinois
$261K +$24.3K 1 0.18% Increased
1581
NCM
Next Capital Management
New York
$260K +$322K 2 0.23% New
1582
FI
FormulaFolio Investments
Michigan
$259K $0 1 0.01% Maintained
1583
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$259K -$83.7K 2 0.02% Reduced
1584
CPP
Crow Point Partners
Massachusetts
$258K +$222K 2 0.05% Increased
1585
KFP
KMG Fiduciary Partners
Ohio
$258K +$255K 1 0.12% New
1586
UH
Unigestion Holding
Switzerland
$257K $0 1 0.01% Maintained
1587
AH
Allen Holding
New York
$256K $0 1 0.04% Maintained
1588
MS
Mizuho Securities
Japan
$255K +$310K 2 0.02% New
1589
OSIA
O'Shares Investment Advisers
Massachusetts
$255K +$283K 1 0.05% New
1590
Capital International Inc
Capital International Inc
California
$253K +$12.2K 1 0.03% Increased
1591
RSS
Rosenblum Silverman Sutton
California
$253K -$5.97M 1 0.12% Reduced
1592
WKWM
Walter & Keenan Wealth Management
Indiana
$252K $0 1 0.11% Maintained
1593
CA
Cambridge Advisors
Nebraska
$251K $0 1 0.09% Maintained
1594
MCM
MV Capital Management
Maryland
$251K +$6.33K 2 0.07% Increased
1595
GAMC
Garner Asset Management Corp
Texas
$250K +$424 1 0.22% Increased
1596
HI
Hudock Inc
Pennsylvania
$250K -$27.8K 2 0.1% Reduced
1597
MIG
McGuire Investment Group
Rhode Island
$250K -$2.12K 1 0.09% Reduced
1598
NNP
Nachman Norwood & Parrott
South Carolina
$250K +$248K 1 0.05% New
1599
BAM
Berkshire Asset Management
Pennsylvania
$249K -$2.75K 1 0.02% Reduced
1600
CIAS
Capital Investment Advisory Services
North Carolina
$249K +$272K 5 0.11% New