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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
Horizon Investments
Horizon Investments
North Carolina
$463K +$422K 1 0.02% New
1502
BHTS
Bar Harbor Trust Services
Maine
$462K -$14.2K 1 0.26% Reduced
1503
BAC
Boys Arnold & Co
North Carolina
$462K +$34.3K 1 0.07% Increased
1504
WBH Advisory
WBH Advisory
Maryland
$462K +$35.5K 1 0.11% Increased
1505
RCA
Rowland Carmichael Advisors
Arizona
$460K +$420K 1 0.17% New
1506
Kavar Capital Partners Group
Kavar Capital Partners Group
Kansas
$459K +$142K 1 0.2% Increased
1507
Sullivan, Bruyette, Speros & Blaney
Sullivan, Bruyette, Speros & Blaney
Virginia
$459K +$104K 1 0.03% Increased
1508
BFSG LLC
BFSG LLC
California
$457K +$416K 1 0.17% New
1509
Howard Capital Management
Howard Capital Management
Georgia
$457K +$403K 1 0.23% New
1510
P.J. Schmidt Investment Management (PJS)
P.J. Schmidt Investment Management (PJS)
Wisconsin
$453K -$9.47K 1 0.13% Reduced
1511
One Capital Management
One Capital Management
California
$452K $0 1 0.08% Maintained
1512
QT
Quantamental Technologies
New York
$452K +$268K 3 0.21% Increased
1513
Spinnaker Trust
Spinnaker Trust
Maine
$450K +$410K 1 0.05% New
1514
IC
Intersect Capital
California
$448K +$36.6K 1 0.19% Increased
1515
AH
Allen Holding
New York
$436K +$91.2K 1 0.07% Increased
1516
Formidable Asset Management
Formidable Asset Management
Ohio
$435K -$1.18M 1 0.17% Reduced
1517
Hilton Capital Management
Hilton Capital Management
New York
$434K $0 1 0.06% Maintained
1518
TWI
Thomas White International
Illinois
$430K $0 1 0.08% Maintained
1519
Stratos Wealth Advisors
Stratos Wealth Advisors
Ohio
$429K +$22.2K 1 0.23% Increased
1520
WMS Partners
WMS Partners
Maryland
$429K +$21.3K 1 0.11% Increased
1521
SMFS
Squar Milner Financial Services
California
$425K -$33.2K 3 0.31% Reduced
1522
WCM
Whitener Capital Management
North Carolina
$424K +$253K 2 0.28% Increased
1523
RFG Advisory
RFG Advisory
Alabama
$416K +$380K 1 0.11% New
1524
Alexandria Capital
Alexandria Capital
Virginia
$414K -$947 1 0.06% Reduced
1525
LVW Advisors
LVW Advisors
New York
$407K -$757 1 0.11% Reduced