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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
2651
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$193K -$25.7K 1 0% Reduced
2652
2C
272 Capital
Texas
$190K $0 1 0.18% Maintained
2653
AEPWM
Atlantic Edge Private Wealth Management
Florida
$189K +$349 4 0.06% Increased
2654
BC
Broadwater Capital
Massachusetts
$188K $0 1 0.14% Maintained
2655
ACS
Archford Capital Strategies
Illinois
$184K +$242K 1 0.03% New
2656
PWA
Physician Wealth Advisors
Utah
$183K +$182K 7 0.03% New
2657
MS
Mizuho Securities
Japan
$182K -$1.3M 2 2.75% Reduced
2658
UIA
Ulland Investment Advisors
Minnesota
$181K +$84.1K 1 0.12% Increased
2659
DAM
Delta Asset Management
Tennessee
$180K +$9.99K 6 0.02% Increased
2660
NWM
Northwest Wealth Management
Iowa
$180K +$3K 1 0.04% Increased
2661
BONH
Bank of New Hampshire
New Hampshire
$178K -$459K 4 0.05% Reduced
2662
IF
Intrua Financial
Texas
$178K +$217K 1 0.03% New
2663
PPC
Park Place Capital
Alabama
$177K +$10.8K 3 0.05% Increased
2664
BGAI
Bruce G. Allen Investments
Colorado
$177K +$2.44K 6 0.14% Increased
2665
TCM
Tradewinds Capital Management
Washington
$177K +$41.3K 10 0.05% Increased
2666
CSPIA
Cary Street Partners Investment Advisory
Virginia
$176K -$531K 2 0.12% Reduced
2667
AT
Avalon Trust
New Mexico
$176K +$11.3K 1 0.01% Increased
2668
CPG
Cornerstone Planning Group
New Jersey
$176K +$86.7K 13 0.04% Increased
2669
MCM
MV Capital Management
Maryland
$175K +$67.2K 6 0.02% Increased
2670
RCM
Ravenstone Capital Management
$174K +$217K 2 0.1% New
2671
RTC
Riverview Trust Company
Washington
$171K +$27.3K 6 0.16% Increased
2672
Kestra Investment Management
Kestra Investment Management
Texas
$170K +$166K 5 0.01% New
2673
RMP
Richards, Merrill & Peterson
Washington
$168K +$168K 6 0.09% New
2674
S
Sachetta
Massachusetts
$167K -$4.33K 6 0.07% Reduced
2675
SIC
SJS Investment Consulting
Ohio
$166K +$87.7K 9 0.03% Increased