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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
2576
AA
AlphaMark Advisors
Kentucky
$310K $0 1 0.12% Maintained
2577
SouthState Corp
SouthState Corp
Florida
$308K -$47.7K 1 0.03% Reduced
2578
HF
Halpern Financial
Virginia
$308K +$268K 1 0.15% New
2579
4WM
4J Wealth Management
Virginia
$307K +$316K 1 0.29% New
2580
ACM
Ativo Capital Management
Illinois
$307K +$320K 1 0.13% New
2581
QAM
Q3 Asset Management
Michigan
$307K +$313K 1 0.16% New
2582
WAAG
Wealth Alliance Advisory Group
Kansas
$305K +$317K 1 0.16% New
2583
KS
Karpas Strategies
Connecticut
$304K $0 1 0.12% Maintained
2584
PHM
Prospect Hill Management
New Jersey
$304K $0 1 0.24% Maintained
2585
VCM
Venator Capital Management
Ontario, Canada
$303K +$242K 1 0.1% New
2586
GAM
Gemmer Asset Management
California
$302K -$16K 8 0.05% Reduced
2587
BIP
Blueprint Investment Partners
North Carolina
$301K +$313K 1 0.23% Increased
2588
TWM
Titus Wealth Management
California
$301K +$40.9K 1 0.18% Increased
2589
AFA
American Financial Advisors
Georgia
$299K +$79.2K 1 0.04% Increased
2590
HI
Human Investing
Oregon
$299K $0 2 0.08% Maintained
2591
NCM
Noesis Capital Mangement
Florida
$299K +$249K 1 0.07% New
2592
CIC
Cornercap Investment Counsel
Georgia
$297K -$2.04M 1 0.03% Reduced
2593
DL
DOHJ LLC
Washington
$297K +$3.54K 1 0.17% Increased
2594
RBCM
Raub Brock Capital Management
California
$297K $0 1 0.05% Maintained
2595
RP
Rice Partnership
Hawaii
$297K -$37.4K 1 0.11% Reduced
2596
BCP
Blackhawk Capital Partners
Wisconsin
$296K -$1.26K 1 0.22% Reduced
2597
BFA
Beacon Financial Advisory
Ohio
$295K +$62.1K 1 0.17% Increased
2598
CFC
Coyle Financial Counsel
Illinois
$295K +$306K 1 0.2% New
2599
ME
McIlrath & Eck
Washington
$295K +$6.07K 2 0.1% Increased
2600
POIA
Pin Oak Investment Advisors
Texas
$295K -$204K 2 0.25% Reduced