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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
2801
OIM
Orca Investment Management
Oregon
$277K $0 1 0.24% Maintained
2802
SAM
Synergy Asset Management
Washington
$277K -$130K 1 0.06% Reduced
2803
QCM
Quest Capital Management
Texas
$276K +$1.7K 1 0.05% Increased
2804
CPA
Cowen Prime Advisors
New York
$274K $0 1 0.1% Maintained
2805
MAM
Marquette Asset Management
Minnesota
$274K $0 2 0.06% Maintained
2806
P
Palladiem
Pennsylvania
$274K $0 1 0.22% Maintained
2807
AWM
Altus Wealth Management
Kentucky
$273K +$41.1K 1 0.17% Increased
2808
AIP
ARS Investment Partners
New York
$273K -$21.7M 1 0.03% Reduced
2809
CCM
Compton Capital Management
Rhode Island
$273K -$42.6K 1 0.08% Reduced
2810
OWA
Opal Wealth Advisors
New York
$273K $0 1 0.26% Maintained
2811
DWM
Dorchester Wealth Management
Quebec, Canada
$272K -$616K 1 0.07% Reduced
2812
IAMOG
Investors Asset Management of Georgia
Georgia
$272K +$4.54K 1 0.14% Increased
2813
CGH
CMG Global Holdings
Texas
$271K $0 1 0.2% Maintained
2814
DE
Day & Ennis
Georgia
$271K -$14.5K 1 0.09% Reduced
2815
IAA
Ironsides Asset Advisors
North Carolina
$269K -$28.4K 1 0.08% Reduced
2816
JGIA
Jackson Grant Investment Advisers
Connecticut
$269K +$4.88K 3 0.12% Increased
2817
PAA
Peregrine Asset Advisers
Oregon
$269K +$293K 1 0.14% New
2818
SB
Sunflower Bank
Texas
$269K -$19.6K 1 0.04% Reduced
2819
TFA
Toth Financial Advisory
Virginia
$269K +$41.9K 13 0.04% Increased
2820
DAM
Delta Asset Management
Tennessee
$268K +$3.1K 3 0.03% Increased
2821
FC
Fusion Capital
South Carolina
$268K +$86K 1 0.16% Increased
2822
ACG
Allen Capital Group
Nebraska
$267K +$6.53K 1 0.05% Increased
2823
CNAM
Campbell Newman Asset Management
Wisconsin
$267K $0 1 0.03% Maintained
2824
FCFC
First Commonwealth Financial Corp
Pennsylvania
$267K -$12.5K 1 0.1% Reduced
2825
BMM
Buffington Mohr McNeal
Idaho
$265K +$9.65K 1 0.05% Increased