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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
1501
WOC
West Oak Capital
California
$123K -$21.8K 1 0.07% Reduced
1502
FRA
Front Row Advisors
California
$121K +$4.78K 3 0.08% Increased
1503
PFBT
Parkside Financial Bank & Trust
Missouri
$121K +$348 3 0.05% Increased
1504
QAM
QCI Asset Management
New York
$119K +$74.9K 1 0.01% Increased
1505
VIA
Vantage Investment Advisors
Pennsylvania
$119K +$14.9K 2 0.03% Increased
1506
Arax Advisory Partners
Arax Advisory Partners
Colorado
$117K -$139K 1 0.06% Reduced
1507
CWM
Catamount Wealth Management
Connecticut
$115K -$8.72K 2 0.06% Reduced
1508
FWM
Focused Wealth Management
New York
$115K $0 3 0.04% Maintained
1509
RPG
Risk Paradigm Group
Texas
$115K -$1.19K 1 0.15% Reduced
1510
BRC
Bell Rock Capital
Delaware
$112K +$116K 1 0.06% New
1511
GWS
Glassman Wealth Services
Virginia
$110K +$63.5K 4 0.07% Increased
1512
SWP
Strategic Wealth Partners
Ohio
$110K -$52.7K 1 0.06% Reduced
1513
AIM
Arcadia Investment Management
Michigan
$109K $0 1 0.03% Maintained
1514
FCFS
First Command Financial Services
Texas
$107K +$6.74K 1 0% Increased
1515
FCB
First Command Bank
Texas
$107K +$6.74K 1 0.06% Increased
1516
BCP
Blackhawk Capital Partners
Wisconsin
$106K +$79.3K 2 0.09% Increased
1517
OC
Oakworth Capital
Alabama
$106K -$12K 1 0.03% Reduced
1518
SP
SWS Partners
Ohio
$106K +$52.2K 2 0.08% Increased
1519
Belpointe Asset Management
Belpointe Asset Management
Nevada
$103K -$1.5M 1 0.03% Reduced
1520
Global Retirement Partners
Global Retirement Partners
California
$100K +$19.8K 4 0.03% Increased
1521
AC
Avestar Capital
New York
$99K +$20K 3 0.06% Increased
1522
AA
AlphaMark Advisors
Kentucky
$97K $0 1 0.04% Maintained
1523
Sumitomo Mitsui Financial Group
Sumitomo Mitsui Financial Group
Japan
$97K -$430K 1 0.01% Reduced
1524
WCM
Whitener Capital Management
North Carolina
$97K -$43.6K 2 0.07% Reduced
1525
EA
Edge Advisors
Georgia
$96K $0 1 0.01% Maintained