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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
1301
MA
MANA Advisors
New York
$310K +$323K 1 0.13% New
1302
ACM
AlphaStar Capital Management
North Carolina
$309K +$304K 1 0.08% New
1303
AWM
Altavista Wealth Management
North Carolina
$309K -$36.4K 1 0.13% Reduced
1304
BW
Bison Wealth
Georgia
$308K +$6.15K 1 0.23% Increased
1305
CCT
Capital City Trust
Florida
$306K -$58.1K 1 0.12% Reduced
1306
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$305K $0 1 0.09% Maintained
1307
FMA
FNY Managed Accounts
New York
$304K +$262K 3 0.28% Increased
1308
FPCP
Fort Point Capital Partners
California
$303K +$297K 1 0.14% New
1309
ANRIA
American National Registered Investment Advisor
Texas
$302K $0 1 0.14% Maintained
1310
CNBT
Canandaigua National Bank & Trust
New York
$301K +$67.3K 1 0.05% Increased
1311
Citizens Financial Group
Citizens Financial Group
Rhode Island
$301K -$7.23K 3 0.02% Reduced
1312
DMC
Drexel Morgan & Co
Pennsylvania
$300K $0 1 0.29% Maintained
1313
UWM
USAdvisors Wealth Management
Minnesota
$299K +$310K 1 0.26% New
1314
SignatureFD
SignatureFD
Georgia
$297K +$292K 1 0.04% New
1315
AW
Alpha Windward
Massachusetts
$295K -$27.8K 1 0.18% Reduced
1316
JCP
Jabre Capital Partners
Switzerland
$295K +$311K 1 0.06% New
1317
LA
LVW Advisors
New York
$295K -$10.1K 1 0.09% Reduced
1318
ADL
Asset Dedication LLC
California
$294K +$197K 1 0.12% Increased
1319
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$292K +$21.9K 1 0.03% Increased
1320
Clearstead Advisors
Clearstead Advisors
Ohio
$289K -$65.1K 1 0.04% Reduced
1321
SCM
Symons Capital Management
Pennsylvania
$289K +$300K 1 0.08% New
1322
FPFS
First Personal Financial Services
North Carolina
$288K -$7.04K 2 0.06% Reduced
1323
One Capital Management
One Capital Management
California
$286K +$19.5K 1 0.06% Increased
1324
PVWM
Point View Wealth Management
New Jersey
$285K -$34.7K 1 0.14% Reduced
1325
SIAS
Shine Investment Advisory Services
Colorado
$285K -$23K 2 0.14% Reduced