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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
1651
JC
JBF Capital
Colorado
$289K +$27.7K 1 0.05% Increased
1652
KTC
Kistler-Tiffany Companies
Pennsylvania
$289K +$12K 2 0.12% Increased
1653
MC
Miles Capital
Iowa
$289K $0 1 0.25% Maintained
1654
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$286K -$65.4K 1 0.06% Reduced
1655
FAB
First American Bank
Illinois
$285K +$4.07K 1 0.02% Increased
1656
HWA
HCR Wealth Advisors
California
$285K +$23.7K 1 0.08% Increased
1657
FNBSF
First National Bank Sioux Falls
South Dakota
$283K $0 1 0.96% Maintained
1658
MWP
MYCIO Wealth Partners
Pennsylvania
$283K +$258K 1 0.02% New
1659
PM
Parametrica Management
Hong Kong
$283K -$216K 1 0.6% Reduced
1660
PRC
Pearl River Capital
Michigan
$282K +$221K 3 0.7% Increased
1661
6CM
683 Capital Management
New York
$281K +$285 1 0.03% Increased
1662
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$281K $0 1 0.01% Maintained
1663
CWA
Clarus Wealth Advisors
Arizona
$279K +$216K 3 0.21% Increased
1664
SA
Strategic Advisors
New York
$279K $0 1 0.11% Maintained
1665
WC
Weil Company
California
$278K $0 1 0.23% Maintained
1666
Empirical Finance
Empirical Finance
Pennsylvania
$277K +$253K 1 0.07% New
1667
FWM
Foresight Wealth Management
Utah
$276K +$252K 1 0.24% New
1668
HCM
Highlander Capital Management
New Jersey
$275K -$56.8K 2 0.17% Reduced
1669
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$275K -$586K 1 0.01% Reduced
1670
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$274K +$250K 1 0.03% New
1671
HFM
Hartford Financial Management
Connecticut
$273K -$9.47K 2 0.09% Reduced
1672
MCG
MACRO Consulting Group
New Jersey
$273K -$96.2K 1 0.26% Reduced
1673
MIC
Means Investment Company
Maine
$270K $0 1 0.12% Maintained
1674
PAS
Partnervest Advisory Services
California
$268K +$259K 1 0.11% New
1675
CBU
CIBC Bank USA
Illinois
$267K +$11.8K 1 0.04% Increased