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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
1951
CHAM
Clear Harbor Asset Management
Connecticut
$96.1K +$93.7K 2 0.02% New
1952
DMK
David M. Knott
$96K $0 1 0.04% Maintained
1953
RWG
Regal Wealth Group
California
$95K $0 2 0.06% Maintained
1954
JFA
JNBA Financial Advisors
Minnesota
$94K +$16.5K 2 0.02% Increased
1955
SM
Sabby Management
Florida
$93K +$146K 1 0.03% Increased
1956
BWM
Baystate Wealth Management
Massachusetts
$92K +$1.58K 2 0.01% Increased
1957
Americana Partners
Americana Partners
Texas
$90K +$89.4K 2 0.05% New
1958
NPP
New Potomac Partners
Maryland
$89K $0 1 0.08% Maintained
1959
PP
Pacifica Partners
Canada
$87K +$83.4K 1 0.08% New
1960
OSIA
O'Shares Investment Advisers
Massachusetts
$85K +$1.13K 1 0.01% Increased
1961
WPA
West Paces Advisors
Georgia
$83.1K $0 1 0.05% Maintained
1962
TFO
Tarbox Family Office
California
$82K +$23.2K 3 0.02% Increased
1963
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$79K -$6.57K 2 0.02% Reduced
1964
UA
Unison Advisors
District of Columbia
$79K $0 1 0.06% Maintained
1965
BAM
Brave Asset Management
New Jersey
$78K -$45.2K 1 0.04% Reduced
1966
EARNEST Partners
EARNEST Partners
Georgia
$78K +$4.48K 3 0% Increased
1967
RMAM
Raab & Moskowitz Asset Management
New Jersey
$77K +$75.1K 3 0.03% New
1968
BCM
Blume Capital Management
California
$76K $0 2 0.04% Maintained
1969
BAMG
Brand Asset Management Group
Missouri
$76K $0 2 0.05% Maintained
1970
SIM
Sonora Investment Management
Arizona
$76K +$22.9K 2 0.01% Increased
1971
MWC
MBM Wealth Consultants
Missouri
$74K $0 1 0.05% Maintained
1972
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$72K -$40.6K 2 0% Reduced
1973
GG
Gleason Group
Kentucky
$72K +$73.5K 1 0.04% New
1974
SL
Savior LLC
Massachusetts
$72K +$69.4K 3 0.1% New
1975
SCA
Stonebridge Capital Advisors
Minnesota
$71K -$7.04K 1 0.01% Reduced