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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
1851
HAIM
Hunter Associates Investment Management
Pennsylvania
$484K $0 1 0.14% Maintained
1852
PIM
Profit Investment Management
Maryland
$483K +$353K 1 0.34% New
1853
GDP
Great Diamond Partners
Maine
$482K -$75K 1 0.2% Reduced
1854
Susquehanna Fundamental Investments
Susquehanna Fundamental Investments
Pennsylvania
$482K +$518K 5 0.02% New
1855
VCM
Vivaldi Capital Management
Illinois
$482K -$70.5K 1 0.1% Reduced
1856
PWA
Physician Wealth Advisors
Utah
$480K -$15.1K 1 0.19% Reduced
1857
FAB
First American Bank
Illinois
$478K $0 1 0.03% Maintained
1858
Aristotle Atlantic Partners
Aristotle Atlantic Partners
Florida
$477K +$379K 1 0.05% New
1859
CCFM
Clear Creek Financial Management
Washington
$476K +$378K 1 0.12% New
1860
FNBSF
First National Bank Sioux Falls
South Dakota
$475K $0 1 1.38% Maintained
1861
Balentine LLC
Balentine LLC
Georgia
$474K -$107K 3 0.03% Reduced
1862
IFG Advisory
IFG Advisory
Georgia
$471K +$16.2K 1 0.08% Increased
1863
JSL
JT Stratford LLC
Georgia
$471K +$374K 1 0.24% New
1864
WC
Weil Company
California
$467K $0 1 0.39% Maintained
1865
NNP
Nachman Norwood & Parrott
South Carolina
$465K +$13.5K 1 0.08% Increased
1866
F.L. Putnam Investment Management
F.L. Putnam Investment Management
Massachusetts
$463K +$367K 1 0.03% New
1867
Mission Wealth Management
Mission Wealth Management
California
$463K -$8.15K 1 0.04% Reduced
1868
HPC
Hobart Private Capital
North Carolina
$463K +$367K 1 0.26% New
1869
TFA
Toth Financial Advisory
Virginia
$460K +$236K 2 0.1% Increased
1870
Donaldson Capital Management
Donaldson Capital Management
Indiana
$459K +$52.1K 1 0.03% Increased
1871
VNA
Valley National Advisers
Pennsylvania
$456K +$324K 4 0.11% Increased
1872
AW
Alpha Windward
Massachusetts
$455K -$5.94K 1 0.35% Reduced
1873
ARTA
A.R.T. Advisors
New York
$455K +$374K 3 0.68% New
1874
VAG
VisionPoint Advisory Group
Texas
$455K +$415 1 0.18% Increased
1875
TNA
True North Advisors
Texas
$454K +$361K 1 0.11% New