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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
1376
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$240K +$220K 1 0.1% New
1377
PWPS
Pinnacle Wealth Planning Services
Ohio
$239K +$235K 1 0.49% New
1378
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$238K +$234K 1 0.58% New
1379
GCMG
Gyroscope Capital Management Group
Florida
$237K -$64.1K 1 0.11% Reduced
1380
IIA
IPG Investment Advisors
California
$236K -$9.23K 1 0.1% Reduced
1381
LC
LCNB Corp
Ohio
$235K +$3.62K 1 0.21% Increased
1382
PL
Parkwood LLC
Ohio
$235K $0 1 0.03% Maintained
1383
TSWM
Triangle Securities Wealth Management
North Carolina
$235K $0 1 0.13% Maintained
1384
Valeo Financial Advisors
Valeo Financial Advisors
Indiana
$234K +$12.9K 3 0.04% Increased
1385
CJA
C-J Advisory
California
$233K -$529K 1 0.17% Reduced
1386
NIM
Northeast Investment Management
Massachusetts
$233K -$14.6K 1 0.02% Reduced
1387
TTWM
TCV Trust & Wealth Management
Virginia
$233K $0 1 0.03% Maintained
1388
AAM
Augustine Asset Management
Florida
$232K +$229K 1 0.13% New
1389
Burney Company
Burney Company
Virginia
$232K -$71.6K 1 0.01% Reduced
1390
BCA
Berman Capital Advisors
Georgia
$230K +$226K 1 0.08% New
1391
EWM
Endurance Wealth Management
Rhode Island
$230K -$18.3K 2 0.04% Reduced
1392
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$228K +$224K 1 0.01% New
1393
Montag & Associates
Montag & Associates
Georgia
$228K +$224K 1 0.02% New
1394
AIP
Ahrens Investment Partners
Louisiana
$226K +$222K 1 0.09% New
1395
SA
Sicart Associates
New York
$225K +$238K 1 0.12% New
1396
DRD
Dennis R. Delaney
$223K +$218K 1 0.3% New
1397
FAB
First American Bank
Illinois
$223K -$6.94K 1 0.02% Reduced
1398
MSS
Mitchell Sinkler & Starr
Pennsylvania
$223K +$219K 1 0.33% New
1399
CIAS
Capital Investment Advisory Services
North Carolina
$222K -$224K 1 0.13% Reduced
1400
SCA
Sage Capital Advisors
South Dakota
$222K +$218K 1 0.14% New