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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
3076
FC
Fairscale Capital
New Hampshire
$3.38K $0 2 0% Maintained
3077
MIM
Marshall Investment Management
Colorado
$3.38K +$3.29K 2 0% New
3078
PC
Permanens Capital
New York
$3.07K -$74.9K 1 0% Reduced
3079
SCA
Sassicaia Capital Advisers
New York
$2.99K +$4.41K 1 0% New
3080
EPM
Equitec Proprietary Markets
Illinois
$2.85K $0 2 0% Maintained
3081
GSEP
Golden State Equity Partners
California
$2.81K -$3.09M 1 0.01% Reduced
3082
LI
Louisbourg Investments
New Brunswick, Canada
$2.77K -$13.7K 3 0% Reduced
3083
CI
Cordant Inc
Oregon
$2.74K +$2.87K 1 0% New
3084
AWAP
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$2.72K +$2.87K 1 0% New
3085
SA
Seneschal Advisors
Washington
$2.67K $0 6 0% Maintained
3086
1NWS
1 North Wealth Services
Maryland
$2.42K $0 1 0% Maintained
3087
CFS
CGC Financial Services
Oregon
$2.33K -$455 2 0% Reduced
3088
ACA
Atlas Capital Advisors
Wyoming
$2.33K $0 1 0% Maintained
3089
CCMR
Core Capital Management & Research
Texas
$2.25K +$2.61K 2 0% New
3090
KFG
Kingdom Financial Group
Arizona
$2.21K -$40.2K 3 0% Reduced
3091
PP
Paladin Partners
Wisconsin
$2.18K $0 1 0% Maintained
3092
FWA
Flagship Wealth Advisors
Massachusetts
$2.18K -$48K 1 0% Reduced
3093
IF
IRON Financial
Illinois
$2.11K $0 1 0% Maintained
3094
DF
Downshift Financial
Colorado
$2.06K +$2.31K 2 0% New
3095
NL
NorthAvenue LLC
Ohio
$2K +$463 3 0% Increased
3096
GFL
Granite FO LLC
New Hampshire
$1.98K $0 2 0% Maintained
3097
UCB
United Community Bank
South Carolina
$1.76K -$3.4K 2 0% Reduced
3098
PFO
Pioneer Family Office
Florida
$1.73K $0 1 0% Maintained
3099
HW
HORAN Wealth
Ohio
$1.69K +$2.03K 1 0% New
3100
RF
Robinswood Financial
Washington
$1.69K -$26.1K 2 0% Reduced