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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
1451
FNBSF
First National Bank Sioux Falls
South Dakota
$207K $0 1 0.73% Maintained
1452
KIA
KCM Investment Advisors
California
$206K -$15.9K 1 0.01% Reduced
1453
TCM
Tradewinds Capital Management
Washington
$206K +$3.97K 1 0.09% Increased
1454
TFS
TrustCore Financial Services
Tennessee
$206K +$4.92K 2 0.08% Increased
1455
CSM
CAMG Solamere Management
North Carolina
$205K +$214K 1 0.09% New
1456
WC
Weil Company
California
$203K +$213K 1 0.19% New
1457
TG
TLP Group
Illinois
$202K -$298K 1 0.14% Reduced
1458
FPFS
First Personal Financial Services
North Carolina
$199K -$103K 3 0.04% Reduced
1459
SFG
SevenBridge Financial Group
Pennsylvania
$199K $0 1 0.11% Maintained
1460
GLI
Guardian Life Insurance
New York
$197K -$84.1K 1 0.04% Reduced
1461
MGO One Seven
MGO One Seven
Ohio
$196K +$8.76K 4 0.09% Increased
1462
MNBTD
Moody National Bank Trust Division
Texas
$192K $0 1 0.01% Maintained
1463
SWA
Sutton Wealth Advisors
Florida
$185K $0 3 0.13% Maintained
1464
TDC
Thompson Davis & Co
Virginia
$183K +$30.5K 4 0.47% Increased
1465
GEA
Glen Eagle Advisors
New Jersey
$183K +$52.8K 2 0.15% Increased
1466
C
Cerebellum
California
$181K +$48.4K 1 0.23% Increased
1467
MCWS
McKinley Carter Wealth Services
West Virginia
$179K +$171K 2 0.06% New
1468
MCM
McKinley Capital Management
Alaska
$177K +$185K 1 0.01% New
1469
OWA
One Wealth Advisors
California
$173K +$42.7K 2 0.15% Increased
1470
CPP
Crow Point Partners
Massachusetts
$172K +$67K 2 0.03% Increased
1471
NVCHI
New Vernon Capital Holdings II
New Jersey
$172K +$223K 1 0.24% New
1472
Peconic Partners
Peconic Partners
New York
$172K +$161K 1 0.03% New
1473
TC
Trilogy Capital
California
$169K +$30.5K 4 0.02% Increased
1474
FMB
Field & Main Bank
Kentucky
$168K +$135K 1 0.16% Increased
1475
PAM
Paradigm Asset Management
New York
$167K $0 1 0.05% Maintained