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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
1151
SCM
Schnieders Capital Management
California
$675K +$29.7K 1 0.29% Increased
1152
Sowell Financial Services
Sowell Financial Services
Arkansas
$670K +$44.3K 1 0.17% Increased
1153
RCG
Ruggie Capital Group
Florida
$669K +$700K 1 0.36% New
1154
EWM
Elmwood Wealth Management
California
$668K +$698K 1 0.64% New
1155
Gradient Investments
Gradient Investments
Minnesota
$667K +$84.8K 2 0.04% Increased
1156
BOTW
Bank of the West
California
$652K -$17.3K 1 0.08% Reduced
1157
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$647K -$185K 3 0.07% Reduced
1158
TCM
Tufton Capital Management
Maryland
$647K +$677K 1 0.13% New
1159
NPA
Nichols & Pratt Advisers
Massachusetts
$645K -$7.93K 1 0.06% Reduced
1160
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$641K -$21.2K 1 0.04% Reduced
1161
BLA
Balter Liquid Alternatives
Massachusetts
$635K +$663K 1 0.61% New
1162
Close Asset Management
Close Asset Management
United Kingdom
$635K -$115K 1 0.05% Reduced
1163
IB
Intrust Bank
Kansas
$635K +$41.7K 1 0.18% Increased
1164
LWAC
Laurel Wealth Advisors (California)
California
$624K +$208K 3 0.19% Increased
1165
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$622K -$68.4K 1 0.31% Reduced
1166
BBA
BLB&B Advisors
Pennsylvania
$618K +$84.4K 1 0.08% Increased
1167
DA
DSC Advisors
Illinois
$617K +$83.8K 1 0.13% Increased
1168
PWSG
Pacific Wealth Strategies Group
California
$617K +$645K 1 0.44% New
1169
QOP
Quinn Opportunity Partners
Virginia
$617K +$131K 1 0.08% Increased
1170
CP
Camelot Portfolios
Ohio
$616K +$7.79K 1 0.29% Increased
1171
BOC
Barbara Oil Co
Illinois
$610K $0 1 0.4% Maintained
1172
FIM
Fernwood Investment Management
Massachusetts
$608K $0 1 0.34% Maintained
1173
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$606K -$41.9K 1 0.08% Reduced
1174
PCM
Princeton Capital Management
New Jersey
$606K +$27.4K 1 0.27% Increased
1175
SAM
Shamrock Asset Management
Texas
$605K +$506K 1 0.36% Increased