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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
2876
SWM
Selective Wealth Management
Virginia
$34K +$12.5K 2 0.03% Increased
2877
PC
Permanens Capital
New York
$33K +$30.5K 3 0.01% Increased
2878
RBC
Roble Belko & Company
Pennsylvania
$33K +$1.87K 3 0.01% Increased
2879
BAMG
Brand Asset Management Group
Missouri
$31K $0 1 0.02% Maintained
2880
NICM
Neo Ivy Capital Management
New York
$31K -$30.9K 1 0.03% Reduced
2881
FMP
Financial Management Professionals
Texas
$30K +$7.84K 3 0.01% Increased
2882
FI
FormulaFolio Investments
Michigan
$30K -$12.4M 5 0.01% Reduced
2883
CWAF
Core Wealth Advisors (Florida)
Florida
$27K +$23.5K 1 0.02% New
2884
CB
Community Bank
New York
$26K -$48.2K 1 0% Reduced
2885
Mesirow Financial Investment Management
Mesirow Financial Investment Management
Illinois
$26K +$21.7K 2 0.07% Increased
2886
CPWM
Cypress Point Wealth Management
Texas
$25K -$820K 2 0.03% Reduced
2887
APW
Acima Private Wealth
Virginia
$24K $0 1 0.01% Maintained
2888
BC
Barnett & Company
Tennessee
$24K $0 1 0.01% Maintained
2889
BAM
Bellevue Asset Management
Washington
$24K $0 2 0.01% Maintained
2890
DTIM
Danda Trouve Investment Management
Kansas
$24K +$14.1K 2 0.03% Increased
2891
FA
Financial Advantage
Maryland
$24K $0 1 0.02% Maintained
2892
GSAM
Grant Street Asset Management
Pennsylvania
$24K -$12.6K 1 0.01% Reduced
2893
LS
Leelyn Smith
Illinois
$24K +$3.79K 2 0.01% Increased
2894
RCM
Regency Capital Management
Hawaii
$24K +$25.3K 1 0.03% New
2895
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K $0 1 0.02% Maintained
2896
SFA
Semmax Financial Advisors
North Carolina
$23K +$12.6K 1 0.01% Increased
2897
DI
Disciplined Investments
Oklahoma
$22K +$14.7K 2 0.01% Increased
2898
CBT
CoreFirst Bank & Trust
Kansas
$18K +$5.05K 1 0.01% Increased
2899
WFI
West Family Investments
California
$18K +$18.4K 1 0.01% New
2900
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$17K $0 2 0% Maintained