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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
1351
CCT
Capital City Trust
Florida
$316K $0 1 0.14% Maintained
1352
LA
LVW Advisors
New York
$313K +$8.96K 1 0.1% Increased
1353
AWM
Altavista Wealth Management
North Carolina
$311K -$8.72K 1 0.13% Reduced
1354
BOS
Bank of Stockton
California
$310K -$15.9K 1 0.13% Reduced
1355
DMC
Drexel Morgan & Co
Pennsylvania
$309K $0 1 0.32% Maintained
1356
PFS
Physicians Financial Services
North Carolina
$308K -$66.6K 1 0.24% Reduced
1357
CAM
Concorde Asset Management
Michigan
$307K +$33.9K 1 0.38% Increased
1358
CA
Cornerstone Advisory
Maryland
$306K +$47K 1 0.11% Increased
1359
DRD
Dennis R. Delaney
$305K +$79.3K 1 0.43% Increased
1360
WP
WMS Partners
Maryland
$305K +$44.6K 1 0.04% Increased
1361
P8IP
Pier 88 Investment Partners
California
$304K -$224K 1 0.15% Reduced
1362
SCM
Symons Capital Management
Pennsylvania
$302K +$128K 1 0.09% Increased
1363
SIAS
Shine Investment Advisory Services
Colorado
$301K +$7.67K 3 0.16% Increased
1364
Clearstead Advisors
Clearstead Advisors
Ohio
$300K +$1.59K 1 0.04% Increased
1365
CCM
Courage Capital Management
Tennessee
$299K -$549K 0 – Closed
1366
LJHT
Laurie J. Hall Trustee
$296K +$95.2K 1 0.18% Increased
1367
1WA
180 Wealth Advisors
Washington
$295K +$7.85K 1 0.15% Increased
1368
Citizens Financial Group
Citizens Financial Group
Rhode Island
$295K -$15.2K 2 0.02% Reduced
1369
SA
Sicart Associates
New York
$295K -$22.9K 1 0.18% Reduced
1370
One Capital Management
One Capital Management
California
$294K $0 1 0.06% Maintained
1371
VIM
Veritas Investment Management
United Kingdom
$294K $0 1 0.04% Maintained
1372
HBK Investments
HBK Investments
Texas
$291K +$304K 1 0% New
1373
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$291K -$23.8K 1 0.09% Reduced
1374
TMC
Trellus Management Company
Florida
$290K +$271K 1 0.53% New
1375
Perpetual Ltd
Perpetual Ltd
Australia
$288K +$301K 1 0.04% New