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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
1401
HI
Hudock Inc
Pennsylvania
$259K +$17.8K 2 0.11% Increased
1402
SLT
St Louis Trust
Missouri
$259K $0 1 0.09% Maintained
1403
NB
Nicolet Bankshares
Wisconsin
$257K -$3.97K 1 0.11% Reduced
1404
FM
Family Management
New York
$256K +$239K 1 0.19% New
1405
MFW
Mosaic Family Wealth
Missouri
$255K -$10.8K 1 0.09% Reduced
1406
SACTSONJ
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$252K +$81.6K 1 0.11% Increased
1407
CA
Cambridge Advisors
Nebraska
$250K -$23.8K 1 0.09% Reduced
1408
TCA
Teewinot Capital Advisers
New York
$250K $0 1 0.09% Maintained
1409
WA
WBH Advisory
Maryland
$250K +$262K 1 0.07% New
1410
Krilogy Financial
Krilogy Financial
Missouri
$249K +$92.5K 2 0.06% Increased
1411
FDS
First Dallas Securities
Texas
$243K +$19.8K 1 0.16% Increased
1412
FP
Foundry Partners
Minnesota
$242K -$40.6K 1 0.01% Reduced
1413
LC
LCNB Corp
Ohio
$242K $0 1 0.22% Maintained
1414
AAM
Augustine Asset Management
Florida
$240K $0 1 0.14% Maintained
1415
TTWM
TCV Trust & Wealth Management
Virginia
$240K $0 1 0.03% Maintained
1416
ACM
Aviance Capital Management
Florida
$239K +$55K 2 0.02% Increased
1417
GAMC
Garner Asset Management Corp
Texas
$239K +$223K 1 0.2% New
1418
RPC
Rossmore Private Capital
Connecticut
$239K +$233K 1 0.24% Increased
1419
CJA
C-J Advisory
California
$237K $0 1 0.17% Maintained
1420
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$235K $0 1 0.01% Maintained
1421
Montag & Associates
Montag & Associates
Georgia
$235K $0 1 0.02% Maintained
1422
PAIM
Punch & Associates Investment Management
Minnesota
$235K +$245K 1 0.02% New
1423
Simplicity Solutions
Simplicity Solutions
Minnesota
$232K -$204K 1 0.02% Reduced
1424
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$231K -$18.8K 1 0.05% Reduced
1425
MFG
Monte Financial Group
Connecticut
$231K +$242K 1 0.24% New