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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
2526
MAS
MPWM Advisory Solutions
Georgia
$232K -$101K 6 0.11% Reduced
2527
MCM
Morton Capital Management
California
$231K +$36.1K 1 0.03% Increased
2528
WTG
West Tower Group
Virginia
$231K +$194K 1 0.65% New
2529
FCT
First Community Trust
Iowa
$231K $0 1 0.1% Maintained
2530
LWM
Langley Wealth Management
Mississippi
$230K +$192K 1 0.22% New
2531
GCM
Gunpowder Capital Management
Maryland
$230K +$44.9K 5 0.16% Increased
2532
IA
Insight Advisors
Pennsylvania
$229K +$233K 1 0.04% New
2533
CCM
Canal Capital Management
Virginia
$229K -$2.76K 1 0.03% Reduced
2534
CCWM
Correct Capital Wealth Management
Missouri
$229K -$8.2M 1 0.04% Reduced
2535
LB
Legacy Bridge
Iowa
$228K $0 3 0.07% Maintained
2536
AAM
Ackerman Asset Management
Maryland
$228K +$23.5K 1 0.14% Increased
2537
PWC
PYA Waltman Capital
Tennessee
$228K +$56.1K 1 0.05% Increased
2538
PCM
Pennsylvania Capital Management
Pennsylvania
$227K -$581 1 0.06% Reduced
2539
MAM
Milestone Asset Management
Pennsylvania
$227K -$103K 1 0.04% Reduced
2540
1SB
1ST Source Bank
Indiana
$226K +$2.64K 1 0.01% Increased
2541
BFG
Berger Financial Group
Minnesota
$226K +$722 1 0.01% Increased
2542
WCP
Wick Capital Partners
Pennsylvania
$226K +$30.6K 1 0.03% Increased
2543
ET
Equitable Trust
Tennessee
$225K +$278K 1 0.01% New
2544
CA
Cambridge Advisors
Nebraska
$225K +$239K 1 0.04% New
2545
PE
PCM Encore
Colorado
$225K +$103K 1 0.04% Increased
2546
CPW
Catalyst Private Wealth
California
$225K +$208K 1 0.11% New
2547
VHAM
Van Hulzen Asset Management
California
$225K -$90.4K 1 0.02% Reduced
2548
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$224K -$41.5K 3 0% Reduced
2549
GA
Greenspring Advisors
Maryland
$224K +$236K 1 0.01% New
2550
PIA
Panoramic Investment Advisors
Colorado
$224K +$8.27K 1 0.11% Increased