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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
2601
AWM
Aries Wealth Management
Maine
$294K +$2.52K 1 0.13% Increased
2602
Clear Harbor Asset Management
Clear Harbor Asset Management
Connecticut
$294K +$228K 2 0.04% Increased
2603
Raffa Wealth Management
Raffa Wealth Management
District of Columbia
$292K +$6.28K 3 0.1% Increased
2604
MIC
Meridian Investment Counsel
California
$292K $0 1 0.11% Maintained
2605
Confluence Investment Management
Confluence Investment Management
Missouri
$291K -$25.3K 1 0% Reduced
2606
CCM
Cox Capital Management
Massachusetts
$291K -$53K 1 0.2% Reduced
2607
KIG
Kowal Investment Group
Wisconsin
$291K +$10.4K 1 0.12% Increased
2608
TCMP
Thrive Capital Management (Pennsylvania)
Pennsylvania
$291K +$303K 1 0.27% New
2609
Dubuque Bank & Trust
Dubuque Bank & Trust
Iowa
$290K $0 1 0.03% Maintained
2610
GSBTD
Glenview State Bank Trust Department
Illinois
$289K +$25.3K 1 0.09% Increased
2611
MAM
MMA Asset Management
Pennsylvania
$289K +$300K 1 0.25% New
2612
TA
Trellis Advisors
Washington
$288K +$2.02K 1 0.16% Increased
2613
NI
NFC Investments
Tennessee
$287K +$299K 1 0.08% New
2614
FUBT
First United Bank & Trust
Maryland
$285K +$177K 1 0.12% New
2615
PBC
Pavion Blue Capital
California
$285K $0 1 0.19% Maintained
2616
BWA
Beam Wealth Advisors
Louisiana
$283K $0 1 0.25% Maintained
2617
IAA
Ironsides Asset Advisors
North Carolina
$283K $0 1 0.09% Maintained
2618
NWA
New World Advisors
Massachusetts
$283K -$102K 1 0.16% Reduced
2619
Keystone Financial Group (Kentucky)
Keystone Financial Group (Kentucky)
Kentucky
$282K +$21.7K 1 0.05% Increased
2620
Kanawha Capital Management
Kanawha Capital Management
Virginia
$281K +$2.78K 1 0.03% Increased
2621
Patton Albertson Miller Group
Patton Albertson Miller Group
Tennessee
$281K +$17.7K 1 0.07% Increased
2622
CP
Corbenic Partners
Pennsylvania
$279K +$25K 3 0.07% Increased
2623
MCM
Monument Capital Management
Virginia
$279K +$287K 1 0.11% New
2624
RFN
RDA Financial Network
Iowa
$279K +$38.4K 1 0.12% Increased
2625
SWMP
Signature Wealth Management Partners
New Jersey
$279K +$25.3K 1 0.27% Increased