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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
SMC
Smith, Moore & Co
Missouri
$288K -$48.1K 1 0.08% Reduced
1377
HIC
Holderness Investments Company
North Carolina
$285K $0 1 0.14% Maintained
1378
PCMC
Paragon Capital Management (Colorado)
Colorado
$285K +$297K 1 0.13% New
1379
AW
Alpha Windward
Massachusetts
$283K -$22.5K 1 0.18% Reduced
1380
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$283K +$15.1K 1 0.09% Increased
1381
CIAS
Capital Investment Advisory Services
North Carolina
$280K -$32.1K 1 0.16% Reduced
1382
Ballentine Partners
Ballentine Partners
Massachusetts
$279K +$29.6K 1 0.02% Increased
1383
IC
InterOcean Capital
Illinois
$279K +$292K 1 0.04% New
1384
CC
Courier Capital
New York
$278K $0 1 0.04% Maintained
1385
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$278K +$7.14K 1 0.02% Increased
1386
HM Payson & Co
HM Payson & Co
Maine
$278K +$2.14K 1 0.01% Increased
1387
Empirical Finance
Empirical Finance
Pennsylvania
$277K +$212K 1 0.07% New
1388
MCM
MV Capital Management
Maryland
$277K -$6.58K 2 0.07% Reduced
1389
Park Avenue Securities
Park Avenue Securities
New York
$277K +$26.2K 1 0.06% Increased
1390
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$274K $0 1 0.03% Maintained
1391
IHT Wealth Management
IHT Wealth Management
Illinois
$273K +$88.9K 5 0.07% Increased
1392
CCM
Cutler Capital Management
Massachusetts
$270K -$126K 1 0.11% Reduced
1393
FCAG
First Capital Advisors Group
New Jersey
$269K +$283K 2 0.16% New
1394
NG
Northstar Group
New York
$268K +$249K 1 0.14% New
1395
SPWA
SteelBridge Private Wealth Advisors
Florida
$268K $0 1 2.32% Maintained
1396
FCM
Flinton Capital Management
Pennsylvania
$266K -$1.96M 2 0.01% Reduced
1397
EWM
Endurance Wealth Management
Rhode Island
$264K $0 2 0.04% Maintained
1398
WEC
Winslow Evans & Crocker
Massachusetts
$261K -$602K 2 0.08% Reduced
1399
CA
Corrado Advisors
New Jersey
$261K -$38.4K 1 0.16% Reduced
1400
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$260K +$34.2K 1 0.1% Increased