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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
2851
LIA
LBMC Investment Advisors
Tennessee
$253K $0 1 0.02% Maintained
2852
HWM
Hemington Wealth Management
Virginia
$252K +$5.96K 1 0.09% Increased
2853
RCM
Regency Capital Management
Hawaii
$252K +$239K 2 0.18% Increased
2854
DAC
Dividend Assets Capital
South Carolina
$251K +$147K 1 0.05% Increased
2855
BA
Bellwether Advisors
Nebraska
$250K +$83.5K 4 0.08% Increased
2856
CHAM
Clear Harbor Asset Management
Connecticut
$250K -$29K 1 0% Reduced
2857
Confluence Investment Management
Confluence Investment Management
Missouri
$248K -$69.2K 1 0% Reduced
2858
AF
Affiance Financial
Minnesota
$247K $0 1 0.11% Maintained
2859
BMCM
Bryn Mawr Capital Management
Pennsylvania
$247K $0 1 0.11% Maintained
2860
GPA
Guidance Point Advisors
Massachusetts
$247K +$266K 3 0.09% New
2861
WA
WealthTrust Axiom
Pennsylvania
$247K -$1.42K 1 0.08% Reduced
2862
CWM
CCG Wealth Management
California
$246K +$25.5K 2 0.14% Increased
2863
KFP
KB Financial Partners
New Jersey
$246K -$83.5K 1 0.09% Reduced
2864
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management
California
$245K -$371K 1 0.03% Reduced
2865
BCM
BTR Capital Management
California
$244K $0 1 0.03% Maintained
2866
NPF
Norris Perne & French
Michigan
$244K $0 1 0.02% Maintained
2867
APG
Abacus Planning Group
South Carolina
$243K -$851 1 0.08% Reduced
2868
DMBA
Deseret Mutual Benefit Administrators
Utah
$243K -$58.4K 1 0.04% Reduced
2869
SSW
Smith Shellnut Wilson
Mississippi
$243K +$35.5K 1 0.14% Increased
2870
CIC
Cornercap Investment Counsel
Georgia
$241K -$262K 1 0.03% Reduced
2871
Mairs & Power Inc
Mairs & Power Inc
Minnesota
$240K +$257K 1 0% New
2872
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$240K +$1.99K 1 0.06% Increased
2873
WAS
Wealth Advisory Solutions
Indiana
$240K -$5.65K 1 0.05% Reduced
2874
AWP
Abacus Wealth Partners
California
$240K -$11.3K 1 0.09% Reduced
2875
PP
Pacifica Partners
Canada
$239K +$12.8K 3 0.17% Increased