← All themes

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
1276
CNBT
Canandaigua National Bank & Trust
New York
$202K +$189K 1 0.04% New
1277
CFA
Carroll Financial Associates
North Carolina
$200K +$28.8K 2 0.02% Increased
1278
FAB
First American Bank
Illinois
$200K -$100K 1 0.02% Reduced
1279
LC
LCNB Corp
Ohio
$200K +$188K 1 0.19% New
1280
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$195K +$185K 3 0.04% New
1281
AFNAS
American Financial Network Advisory Services
California
$191K +$179K 2 0.08% New
1282
Harvest Fund Management
Harvest Fund Management
China
$183K $0 1 0.03% Maintained
1283
IR
Invictus RG
Bermuda
$175K -$70.6K 3 0.16% Reduced
1284
TCM
Tradewinds Capital Management
Washington
$170K -$13K 1 0.09% Reduced
1285
GLI
Guardian Life Insurance
New York
$164K +$2.52K 1 0.03% Increased
1286
JFA
JNBA Financial Advisors
Minnesota
$163K $0 2 0.04% Maintained
1287
WTB
Washington Trust Bank
Washington
$160K -$86K 2 0.03% Reduced
1288
Balentine LLC
Balentine LLC
Georgia
$157K +$525 2 0.01% Increased
1289
SFG
SevenBridge Financial Group
Pennsylvania
$155K $0 2 0.09% Maintained
1290
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$149K +$22K 4 0.05% Increased
1291
SWA
Sutton Wealth Advisors
Florida
$148K +$3.75K 2 0.11% Increased
1292
HT
Heritage Trust
Oklahoma
$146K $0 1 0.05% Maintained
1293
KIG
Kessler Investment Group
Indiana
$145K +$132K 1 0.19% New
1294
MUS
Mitsubishi UFJ Securities
Japan
$143K -$14.4K 1 0.68% Reduced
1295
IDBONY
Israel Discount Bank of New York
New York
$141K $0 2 0.11% Maintained
1296
WOC
West Oak Capital
California
$138K -$41.9K 1 0.08% Reduced
1297
MA
Minerva Advisors
Pennsylvania
$137K +$111K 1 0.07% New
1298
IIC
Integrated Investment Consultants
Michigan
$135K +$5.93K 1 0.06% Increased
1299
WIM
Wittenberg Investment Management
Massachusetts
$135K +$140K 1 0.06% New
1300
KTC
Kistler-Tiffany Companies
Pennsylvania
$129K +$101K 1 0.05% Increased