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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
BLC
Brown, Lisle/Cummings
Rhode Island
$174K +$364 4 0.05% Increased
2802
PAI
Pittenger & Anderson Inc
Nebraska
$173K -$46.9K 5 0.01% Reduced
2803
SDJVC
St. Denis J. Villere & Co
Louisiana
$171K $0 1 0.02% Maintained
2804
SWIG
Strategic Wealth Investment Group
Kentucky
$171K +$135K 1 0.25% New
2805
AWM
AllSquare Wealth Management
New York
$171K +$22.9K 6 0.1% Increased
2806
UIA
Ulland Investment Advisors
Minnesota
$170K -$14.1K 1 0.13% Reduced
2807
NG
Novem Group
New York
$170K +$134K 2 0.02% New
2808
RAM
Ramirez Asset Management
New York
$169K $0 1 0.03% Maintained
2809
AT
Avalon Trust
New Mexico
$168K -$17.3K 3 0.01% Reduced
2810
DWM
Darwin Wealth Management
Florida
$167K -$9.12K 4 0.06% Reduced
2811
DMBA
Deseret Mutual Benefit Administrators
Utah
$166K $0 2 0.08% Maintained
2812
FPB
First PREMIER Bank
South Dakota
$166K -$36.2K 4 0.04% Reduced
2813
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$164K -$43.8K 8 0.01% Reduced
2814
BC
Broadwater Capital
Massachusetts
$164K $0 1 0.13% Maintained
2815
MS
Mizuho Securities
Japan
$163K +$95.9K 2 0.59% Increased
2816
BGAI
Bruce G. Allen Investments
Colorado
$161K +$1.32K 6 0.12% Increased
2817
PPC
Park Place Capital
Alabama
$160K -$6.91K 4 0.04% Reduced
2818
DAM
Delta Asset Management
Tennessee
$160K -$1.64K 5 0.01% Reduced
2819
SOAMC
Spirit of America Management Corp
New York
$158K $0 1 0.03% Maintained
2820
RCM
Raleigh Capital Management
North Carolina
$155K +$12.6K 2 0.06% Increased
2821
AWM
Ameliora Wealth Management
Switzerland
$151K -$60K 2 0.05% Reduced
2822
GW&K Investment Management
GW&K Investment Management
Massachusetts
$150K +$34.7K 4 0% Increased
2823
OA
Operose Advisors
Wisconsin
$148K +$12.7K 1 0.04% Increased
2824
RA
Rise Advisors
New York
$148K -$14.8K 7 0.06% Reduced
2825
CTA
Colonial Trust Advisors
South Carolina
$146K -$54.3K 7 0.01% Reduced