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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
1176
Cetera Advisors
Cetera Advisors
Colorado
$256K +$234K 2 0.02% Increased
1177
GLA
Good Life Advisors
Pennsylvania
$256K -$51K 1 0.11% Reduced
1178
AZA
Arthur Zaske & Associates
Michigan
$255K $0 1 0.22% Maintained
1179
LA
LVW Advisors
New York
$253K -$10.7K 1 0.09% Reduced
1180
AssetMark Inc
AssetMark Inc
California
$252K -$6.07K 2 0% Reduced
1181
SPWA
SteelBridge Private Wealth Advisors
Florida
$252K $0 1 0.35% Maintained
1182
MLM
Mount Lucas Management
Pennsylvania
$251K -$26.8K 1 0.05% Reduced
1183
SCM
Southport Capital Management
Tennessee
$250K -$9.19K 1 0.11% Reduced
1184
BHWM
Bar Harbor Wealth Management
New Hampshire
$249K +$213K 2 0.03% Increased
1185
SSA
South Street Advisors
New York
$247K -$12.3K 1 0.08% Reduced
1186
FTC
Farmers Trust Company
Ohio
$246K -$4.92K 1 0.09% Reduced
1187
GA
Geneva Advisors
Illinois
$245K -$4.92K 1 0% Reduced
1188
NAP
New Amsterdam Partners
New York
$245K -$7.87M 1 0.05% Reduced
1189
WDL
Well Done LLC
Michigan
$245K +$224K 1 0.09% New
1190
KWMG
King Wealth Management Group
Florida
$244K -$108K 1 0.1% Reduced
1191
ACM
AUA Capital Management
Pennsylvania
$242K +$177K 1 0.22% Increased
1192
Boston Financial Management
Boston Financial Management
Massachusetts
$242K +$222K 1 0.02% New
1193
CLM
ClearBridge LLC (Maryland)
Maryland
$242K +$35.4K 2 0.01% Increased
1194
GCMG
Gyroscope Capital Management Group
Florida
$242K +$222K 1 0.12% New
1195
NL
NWAM LLC
Washington
$241K +$220K 1 0.04% New
1196
ACP
Aviance Capital Partners
Florida
$235K $0 1 0.08% Maintained
1197
B
Bellecapital
Switzerland
$235K $0 1 0.21% Maintained
1198
FLI
Family Legacy Inc
South Carolina
$235K +$216K 1 0.24% New
1199
Peconic Partners
Peconic Partners
New York
$235K $0 1 0.04% Maintained
1200
SIAS
Shine Investment Advisory Services
Colorado
$234K +$215K 2 0.12% New