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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
1576
AWM
AllSquare Wealth Management
New York
$70K +$66.9K 1 0.05% New
1577
MCF Advisors
MCF Advisors
Kentucky
$70K $0 2 0.01% Maintained
1578
VCM
Vigilant Capital Management
Maine
$67K $0 1 0.01% Maintained
1579
BCA
Bay Colony Advisors
Massachusetts
$64K +$61.3K 2 0.05% New
1580
CAC
Certified Advisory Corp
Florida
$64K $0 3 0.04% Maintained
1581
FPFS
First Personal Financial Services
North Carolina
$64K -$149K 2 0.02% Reduced
1582
WPA
West Paces Advisors
Georgia
$64K +$2.95K 1 0.05% Increased
1583
SJIM
St. Johns Investment Management
Florida
$63K -$8K 1 0.05% Reduced
1584
SIM
Sonora Investment Management
Arizona
$62K +$5.98K 2 0.01% Increased
1585
CBT
Central Bank & Trust
Kentucky
$60K -$3.98K 1 0.01% Reduced
1586
EARNEST Partners
EARNEST Partners
Georgia
$59K -$1K 3 0% Reduced
1587
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$59K +$1.12K 5 0.03% Increased
1588
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$58K $0 1 0.04% Maintained
1589
B
Bridgeworth
Alabama
$53K +$51.6K 1 0.02% New
1590
Destination Wealth Management
Destination Wealth Management
California
$53K +$28.4K 2 0% Increased
1591
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$51K -$47.5K 1 0.05% Reduced
1592
Caption Management
Caption Management
Oklahoma
$50K -$783K 1 0% Reduced
1593
ML
McAdam LLC
Pennsylvania
$50K +$7.34K 2 0.02% Increased
1594
RFM
Royal Fund Management
Florida
$50K +$7.37K 2 0.02% Increased
1595
Bartlett & Co
Bartlett & Co
Ohio
$49K $0 1 0% Maintained
1596
CWA
Clarus Wealth Advisors
Arizona
$49K +$51.2K 3 0.04% New
1597
ME
McIlrath & Eck
Washington
$49K +$196 2 0.03% Increased
1598
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$48.5K $0 1 0% Maintained
1599
CHP
Cable Hill Partners
Oregon
$47K +$8.2K 2 0.02% Increased
1600
MSA
Marino Stram & Associates
Massachusetts
$46K -$4.14K 1 0.04% Reduced