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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
3026
AA
Addison Advisors
Vermont
$7.61K -$65K 2 0% Reduced
3027
FB
First Bancorp
Maine
$7.6K +$7.03K 1 0% New
3028
BGGS
Boussard & Gavaudan Gestion SAS
France
$7.59K +$78K 1 0% New
3029
PCM
PenderFund Capital Management
British Columbia, Canada
$7.51K -$58K 1 0% Reduced
3030
CWP
Clark Wealth Partners
Illinois
$7.5K -$7.28K 4 0% Reduced
3031
NG
Novem Group
New York
$7.49K $0 1 0% Maintained
3032
RDFA
Ritter Daniher Financial Advisory
Ohio
$7.47K +$1.61K 5 0% Increased
3033
PLU
Performa Ltd (US)
South Carolina
$7.38K -$1.32K 1 0% Reduced
3034
EAM
Eukles Asset Management
Ohio
$7.33K -$17.5K 2 0% Reduced
3035
SC
Steph & Co
Wisconsin
$7.31K -$20.4K 1 0% Reduced
3036
BCPWM
Bradley & Co Private Wealth Management
Florida
$7.29K +$8.16K 3 0% Increased
3037
RAM
Reflection Asset Management
South Carolina
$7.24K -$6.24K 1 0% Reduced
3038
PK
Pflug Koory
Nebraska
$7.2K $0 2 0% Maintained
3039
SJIM
St. Johns Investment Management
Florida
$6.97K $0 1 0% Maintained
3040
IAAG
Innovative Asset Advisors Group
Connecticut
$6.96K -$133K 1 0% Reduced
3041
USB
Union Savings Bank
Connecticut
$6.91K $0 1 0% Maintained
3042
IPS
Investors Portfolio Services
Washington
$6.59K +$52 4 0.01% Increased
3043
ACM
Accent Capital Management
Ohio
$6.54K -$4.86K 1 0% Reduced
3044
DCBT
Dakota Community Bank & Trust
North Dakota
$6.48K -$45.5K 1 0.02% Reduced
3045
WestEnd Advisors
WestEnd Advisors
North Carolina
$6.34K +$84 4 0% Increased
3046
BFG
Brandywine Financial Group
Tennessee
$6K $0 1 0.07% Maintained
3047
CMP
Coston McIsaac & Partners
Maine
$6K -$19K 3 0% Reduced
3048
BCH
Berkshire Capital Holdings
California
$5.92K $0 9 0% Maintained
3049
Akuna Securities
Akuna Securities
Illinois
$5.92K +$4.94K 1 0% New
3050
B
Bayban
Minnesota
$5.74K $0 2 0% Maintained