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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
1776
BOH
Bank of Hawaii
Hawaii
$592K -$270K 1 0.05% Reduced
1777
CCM
Cox Capital Management
Massachusetts
$592K +$14.6K 2 0.58% Increased
1778
NJBEST
New Jersey Better Educational Savings Trust
New Jersey
$592K $0 1 1.09% Maintained
1779
WA
WBH Advisory
Maryland
$592K $0 1 0.14% Maintained
1780
PAIM
Punch & Associates Investment Management
Minnesota
$583K $0 1 0.05% Maintained
1781
CIM
Chiron Investment Management
New York
$578K +$458K 1 0.12% New
1782
PTP
Platform Technology Partners
New York
$577K +$458K 1 0.41% New
1783
SCP
Stamos Capital Partners
California
$575K -$1.29M 1 0.33% Reduced
1784
TAM
Trust Asset Management
Texas
$575K +$456K 1 0.11% New
1785
FAS
Formuepleje A/S
Denmark
$574K +$112K 2 0.03% Increased
1786
MSR
Main Street Research
Connecticut
$574K -$125K 1 0.09% Reduced
1787
Burney Company
Burney Company
Virginia
$571K -$20.7K 1 0.04% Reduced
1788
GW & Wade
GW & Wade
Massachusetts
$571K +$35.4K 1 0.05% Increased
1789
SMC
Smith, Moore & Co
Missouri
$571K +$431K 2 0.13% New
1790
CCA
Column Capital Advisors
Indiana
$568K +$101K 3 0.19% Increased
1791
WWM
WJ Wealth Management
Arizona
$568K +$414K 1 0.4% New
1792
HFG
Heron Financial Group
New York
$567K +$131K 1 0.51% Increased
1793
LWM
Laidlaw Wealth Management
New York
$566K +$31.2K 1 0.3% Increased
1794
CC
Capital Counsel
New York
$563K $0 1 0.04% Maintained
1795
NB
Nicolet Bankshares
Wisconsin
$559K -$10.4K 1 0.21% Reduced
1796
AWA
ARS Wealth Advisors
Florida
$557K -$7.19K 1 0.17% Reduced
1797
Cookson Peirce & Co
Cookson Peirce & Co
Pennsylvania
$555K +$405K 1 0.05% New
1798
FPS
Fieldpoint Private Securities
Connecticut
$554K +$29.7K 1 0.19% Increased
1799
OAM
Oak Asset Management
California
$554K $0 1 0.33% Maintained
1800
RA
Rovida Advisors
Florida
$552K $0 1 0.05% Maintained