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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
2826
AF
Affiance Financial
Minnesota
$277K $0 1 0.12% Maintained
2827
BMCM
Bryn Mawr Capital Management
Pennsylvania
$277K $0 1 0.13% Maintained
2828
HWM
Hemington Wealth Management
Virginia
$277K +$13.5K 1 0.12% Increased
2829
IIC
Ironwood Investment Counsel
Arizona
$276K -$6.96K 1 0.07% Reduced
2830
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$275K +$134K 4 0.03% Increased
2831
NPF
Norris Perne & French
Michigan
$274K +$3.7K 1 0.02% Increased
2832
APG
Abacus Planning Group
South Carolina
$273K -$13.5K 1 0.08% Reduced
2833
BCM
BTR Capital Management
California
$273K +$528 1 0.03% Increased
2834
IIC
Integrated Investment Consultants
Michigan
$272K +$246K 1 0.08% New
2835
QCIG
Quad-Cities Investment Group
Iowa
$271K +$256K 1 0.18% New
2836
RZH
Relyea Zuckerberg Hanson
Connecticut
$270K +$13.7K 1 0.11% Increased
2837
NI
NFC Investments
Tennessee
$267K -$70.3K 1 0.07% Reduced
2838
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$267K +$1.58K 1 0.09% Increased
2839
CWM
Concentrum Wealth Management
California
$265K $0 1 0.17% Maintained
2840
FIG
Fortress Investment Group
New York
$264K $0 1 0.01% Maintained
2841
MAWCM
Mine & Arao Wealth Creation & Management
California
$264K +$41.6K 4 0.16% Increased
2842
CA
CGN Advisors
Kansas
$263K +$20.3K 1 0.08% Increased
2843
First National Bank of Omaha
First National Bank of Omaha
Nebraska
$263K $0 1 0.01% Maintained
2844
LWP
Legacy Wealth Planning
Nevada
$261K -$192K 1 0.3% Reduced
2845
AIA
Angeles Investment Advisors
California
$260K $0 1 0.02% Maintained
2846
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$260K $0 1 0.02% Maintained
2847
SWP
Strategic Wealth Partners
Ohio
$260K -$11.9K 1 0.08% Reduced
2848
NWA
Navis Wealth Advisors
New York
$259K -$296K 1 0.22% Reduced
2849
EM
ELCO Management
New York
$258K -$47.8K 1 0.19% Reduced
2850
NC
NinePointTwo Capital
California
$257K $0 1 0.09% Maintained