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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
1251
TSWM
Triangle Securities Wealth Management
North Carolina
$229K $0 1 0.14% Maintained
1252
BMC
Benin Management Corp
Connecticut
$228K -$26.2K 1 0.09% Reduced
1253
BRF
B. Riley Financial
California
$228K +$213K 1 0.06% New
1254
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$228K $0 1 0.02% Maintained
1255
MFW
Meristem Family Wealth
Minnesota
$228K +$213K 1 0.09% New
1256
GS
Gagnon Securities
New York
$223K +$208K 1 0.08% New
1257
NB
Nicolet Bankshares
Wisconsin
$219K +$205K 1 0.1% New
1258
CA
Cornerstone Advisory
Maryland
$218K +$204K 1 0.07% New
1259
Personal Capital Advisors
Personal Capital Advisors
California
$218K +$204K 1 0% New
1260
NAP
New Amsterdam Partners
New York
$215K -$3.68K 1 0.04% Reduced
1261
PP
PagnatoKarp Partners
Virginia
$214K +$200K 1 0.05% New
1262
VAM
Visionary Asset Management
Texas
$214K +$201K 1 0.06% New
1263
BOS
Bank of Stockton
California
$212K +$199K 1 0.1% New
1264
EWM
Endurance Wealth Management
Rhode Island
$212K $0 2 0.04% Maintained
1265
Arax Advisory Partners
Arax Advisory Partners
Colorado
$211K +$779 1 0.1% Increased
1266
TCA
Teewinot Capital Advisers
New York
$211K +$198K 1 0.09% New
1267
Engineers Gate Manager
Engineers Gate Manager
New York
$210K -$351K 1 0.02% Reduced
1268
AFP
Ausdal Financial Partners
Iowa
$206K +$193K 1 0.08% New
1269
HI
Hudock Inc
Pennsylvania
$206K +$133K 2 0.1% Increased
1270
GIM
Grassi Investment Management
California
$205K +$192K 1 0.03% New
1271
NIM
Northeast Investment Management
Massachusetts
$205K +$186K 1 0.02% New
1272
PL
Parkwood LLC
Ohio
$204K -$146K 1 0.03% Reduced
1273
WP
WMS Partners
Maryland
$204K +$191K 1 0.02% New
1274
CAM
Carret Asset Management
New York
$203K -$6.21K 1 0.03% Reduced
1275
TTWM
TCV Trust & Wealth Management
Virginia
$203K +$190K 1 0.03% New