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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
2926
Klingman & Associates
Klingman & Associates
New York
$208K +$32.1K 1 0.02% Increased
2927
BJ
Brouwer & Janachowski
California
$207K +$2.57K 1 0.04% Increased
2928
LJAC
L.J. Altfest & Co
New York
$207K +$851 1 0.04% Increased
2929
HFM
Hartford Financial Management
Connecticut
$204K +$26.6K 5 0.05% Increased
2930
Magellan Asset Management
Magellan Asset Management
Australia
$204K +$29.8K 1 0% Increased
2931
CWM
Concentrum Wealth Management
California
$203K -$36.6K 1 0.13% Reduced
2932
MWC
MBM Wealth Consultants
Missouri
$203K $0 1 0.09% Maintained
2933
DBT
Dubuque Bank & Trust
Iowa
$202K -$78K 1 0.02% Reduced
2934
EARNEST Partners
EARNEST Partners
Georgia
$202K $0 3 0% Maintained
2935
HPWA
Hall Private Wealth Advisors
North Carolina
$202K -$396K 1 0.13% Reduced
2936
SFI
SPC Financial Inc
Maryland
$201K +$218K 1 0.02% New
2937
ICM
Ionic Capital Management
New York
$199K -$1.24M 2 0.03% Reduced
2938
SN
Sittner & Nelson
Oregon
$199K +$18.5K 3 0.13% Increased
2939
WPA
West Paces Advisors
Georgia
$198K -$59.3K 2 0.07% Reduced
2940
FRM
Fox Run Management
Connecticut
$196K -$377K 1 0.12% Reduced
2941
SIS
Sound Income Strategies
Florida
$196K -$5.99K 4 0.03% Reduced
2942
FTCM
First Trust Capital Management
Illinois
$195K -$149K 1 0.03% Reduced
2943
WOC
West Oak Capital
California
$194K +$11.3K 2 0.08% Increased
2944
BMD
Better Money Decisions
New Mexico
$193K $0 5 0.16% Maintained
2945
BIA
Bell Investment Advisors
California
$187K +$202K 6 0.06% New
2946
JFA
JNBA Financial Advisors
Minnesota
$187K +$39.6K 4 0.03% Increased
2947
SNS Financial Group
SNS Financial Group
Minnesota
$187K +$196K 1 0.02% New
2948
KFI
Key Financial Inc
Pennsylvania
$186K +$6.28K 4 0.11% Increased
2949
FMP
Financial Management Professionals
Texas
$184K +$107K 11 0.04% Increased
2950
HI
Hendershot Investments
Virginia
$182K $0 1 0.03% Maintained