← All themes

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
1076
NFG
Next Financial Group
Texas
$302K +$17.2K 4 0.05% Increased
1077
CCB
Cutter & Co Brokerage
Missouri
$300K $0 1 0.12% Maintained
1078
WA
WFG Advisors
Texas
$299K +$3.08K 2 0.07% Increased
1079
CICI
Capital Investment Counsel Inc
North Carolina
$292K $0 1 0.14% Maintained
1080
AOWM
Alpha Omega Wealth Management
Virginia
$291K +$296K 1 0.15% New
1081
Cetera Advisor Networks
Cetera Advisor Networks
California
$284K -$96.1K 1 0.01% Reduced
1082
WIM
Westside Investment Management
California
$284K +$273K 2 0.19% New
1083
QCMC
Quantum Capital Management (California)
California
$282K -$289K 1 0.08% Reduced
1084
RCG
Ruggie Capital Group
Florida
$280K -$2.01K 1 0.31% Reduced
1085
SWM
Segment Wealth Management
Texas
$277K +$36.2K 1 0.1% Increased
1086
BHWM
Bar Harbor Wealth Management
New Hampshire
$276K +$22.1K 2 0.03% Increased
1087
RHBC
R.H. Bluestein & Co
Michigan
$273K -$371K 1 0.02% Reduced
1088
ASA
Armstrong Shaw Associates
Connecticut
$272K $0 1 0.06% Maintained
1089
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$272K -$18.4K 1 0.05% Reduced
1090
Capital Investment Advisors
Capital Investment Advisors
Georgia
$271K -$14.7K 1 0.02% Reduced
1091
MCM
MV Capital Management
Maryland
$271K -$34.5K 2 0.1% Reduced
1092
BRWA
B. Riley Wealth Advisors
Florida
$270K -$705K 1 0.05% Reduced
1093
BSPF
British Steel Pension Fund
United Kingdom
$270K $0 1 0.03% Maintained
1094
IWA
IBEX Wealth Advisors
New Jersey
$269K -$9.74K 2 0.13% Reduced
1095
AFG
Albion Financial Group
Utah
$268K +$7.03K 1 0.04% Increased
1096
YWP
YorkBridge Wealth Partners
New York
$268K +$260K 2 0.16% New
1097
Barings
Barings
North Carolina
$267K -$248K 1 0.01% Reduced
1098
WB
Webster Bank
Connecticut
$267K +$246K 2 0.04% New
1099
Smithfield Trust
Smithfield Trust
Pennsylvania
$265K $0 1 0.04% Maintained
1100
Colony Group
Colony Group
Massachusetts
$261K $0 1 0.03% Maintained