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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
1226
LWAC
Laurel Wealth Advisors (California)
California
$416K +$409K 1 0.12% New
1227
CA
Corrado Advisors
New Jersey
$414K +$57.1K 1 0.24% Increased
1228
Simplicity Solutions
Simplicity Solutions
Minnesota
$414K +$407K 1 0.04% New
1229
AA
Apriem Advisors
California
$412K -$74.6K 1 0.1% Reduced
1230
HCM
Highlander Capital Management
New Jersey
$412K $0 1 0.3% Maintained
1231
CCM
Canal Capital Management
Virginia
$409K +$402K 1 0.23% New
1232
Quadrant Capital Group
Quadrant Capital Group
Ohio
$408K -$2.84K 4 0.16% Reduced
1233
AWA
ARS Wealth Advisors
Florida
$407K -$13.7K 1 0.15% Reduced
1234
HCM
Howland Capital Management
Massachusetts
$407K $0 1 0.03% Maintained
1235
KIG
Kessler Investment Group
Indiana
$407K +$245K 1 0.51% Increased
1236
BFC
Blue Fin Capital
Rhode Island
$405K +$398K 1 0.24% New
1237
CA
Centerpoint Advisors
Massachusetts
$405K +$398K 2 0.36% New
1238
Foresters Investment Management
Foresters Investment Management
New York
$403K -$115K 1 0.01% Reduced
1239
SouthState Corp
SouthState Corp
Florida
$402K +$124K 1 0.04% Increased
1240
AAM
Azzad Asset Management
Virginia
$401K +$423K 1 0.13% New
1241
SIG
Sky Investment Group
Connecticut
$400K +$18.1K 1 0.16% Increased
1242
CAN
Claraphi Advisory Network
United States
$399K +$392K 1 0.31% New
1243
CPA
Clear Perspective Advisors
Illinois
$399K $0 1 0.31% Maintained
1244
EDRIA
Edmonds Duncan Registered Investment Advisors
Kansas
$397K $0 1 0.18% Maintained
1245
PAMG
Patton Albertson Miller Group
Tennessee
$397K -$68.8K 1 0.16% Reduced
1246
BWM
BerganKDV Wealth Management
Minnesota
$395K -$188K 1 0.09% Reduced
1247
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$395K +$35.1K 2 0.18% Increased
1248
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$393K +$386K 1 0.01% New
1249
TBA
Train Babcock Advisors
New York
$392K -$7.95K 1 0.17% Reduced
1250
FI
FormulaFolio Investments
Michigan
$388K +$381K 1 0.03% New