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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
GTAM
Global Trust Asset Management
Florida
$603K +$103K 1 0.48% Increased
1177
AAA
Adams Asset Advisors
Texas
$596K $0 1 0.08% Maintained
1178
AB
AT Bancorp
Iowa
$596K +$11.5K 1 0.06% Increased
1179
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$595K +$316K 2 0.11% Increased
1180
FWM
Frontier Wealth Management
Missouri
$593K -$95.2K 1 0.08% Reduced
1181
BCM
Birmingham Capital Management
Alabama
$592K $0 1 0.25% Maintained
1182
SSCM
Summit Street Capital Management
New York
$591K $0 1 0.59% Maintained
1183
Colony Group
Colony Group
Massachusetts
$588K +$238K 1 0.03% Increased
1184
PHAM
Palisades Hudson Asset Management
Florida
$588K $0 2 0.32% Maintained
1185
HCM
Hollencrest Capital Management
California
$586K +$546K 1 0.08% New
1186
FIM
Freedom Investment Management
Connecticut
$584K -$3.47M 2 0.03% Reduced
1187
Independent Advisor Alliance
Independent Advisor Alliance
North Carolina
$581K +$50.2K 1 0.13% Increased
1188
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$580K +$390K 1 0.15% Increased
1189
CIM
CenturyLink Investment Management
Colorado
$576K $0 1 0.21% Maintained
1190
FI
FormulaFolio Investments
Michigan
$575K +$183K 1 0.03% Increased
1191
Grimes & Company
Grimes & Company
Massachusetts
$573K +$534K 1 0.06% New
1192
FNBOH
First National Bank of Hutchinson
Kansas
$571K +$597K 1 0.36% New
1193
AAM
Azzad Asset Management
Virginia
$569K $0 1 0.17% Maintained
1194
CAN
Claraphi Advisory Network
United States
$567K +$162K 1 0.4% Increased
1195
AIM
Advantage Investment Management
Iowa
$565K +$42.2K 3 0.22% Increased
1196
BRF
B. Riley Financial
California
$565K +$216K 2 0.16% Increased
1197
BCB
Brian C. Broderick
$562K +$19.8K 1 0.21% Increased
1198
CICI
Capital Investment Counsel Inc
North Carolina
$561K $0 1 0.23% Maintained
1199
AWM
Altium Wealth Management
New York
$556K +$180K 1 0.22% Increased
1200
AOWM
Alpha Omega Wealth Management
Virginia
$551K -$7.93K 1 0.28% Reduced