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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
MFW
Mosaic Family Wealth
Missouri
$162K -$14.1K 1 0.07% Reduced
1577
FWM
Focused Wealth Management
New York
$159K $0 3 0.05% Maintained
1578
KCM
Kempner Capital Management
Texas
$153K $0 1 0.1% Maintained
1579
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$151K +$24.4K 2 0.08% Increased
1580
PAM
Paradigm Asset Management
New York
$150K -$40.7K 2 0.04% Reduced
1581
EA
Elm Advisors
California
$149K +$150K 1 0.1% New
1582
Arax Advisory Partners
Arax Advisory Partners
Colorado
$148K -$65.1K 1 0.06% Reduced
1583
VIA
Vantage Investment Advisors
Pennsylvania
$148K -$15K 1 0.03% Reduced
1584
WCM
Whitener Capital Management
North Carolina
$146K +$138K 2 0.1% New
1585
CFGS
Concourse Financial Group Securities
Alabama
$142K +$138K 4 0.04% New
1586
CPA
Cowen Prime Advisors
New York
$141K +$38.6K 2 0.07% Increased
1587
CAL
Capital Advisors Ltd
Ohio
$140K $0 2 0.04% Maintained
1588
Global Retirement Partners
Global Retirement Partners
California
$138K -$20.9K 4 0.03% Reduced
1589
QAM
QCI Asset Management
New York
$138K $0 1 0.01% Maintained
1590
KJWM
Kiley Juergens Wealth Management
Washington
$134K +$14.9K 3 0.1% Increased
1591
IDBONY
Israel Discount Bank of New York
New York
$133K $0 2 0.09% Maintained
1592
FRA
Front Row Advisors
California
$131K $0 3 0.09% Maintained
1593
TW
Transform Wealth
Colorado
$131K $0 1 0.02% Maintained
1594
AC
Avestar Capital
New York
$129K +$13K 4 0.07% Increased
1595
CPH
C Partners Holding
Switzerland
$128K -$117K 1 0.04% Reduced
1596
CA
Crewe Advisors
Utah
$128K $0 2 0.11% Maintained
1597
AIM
Arcadia Investment Management
Michigan
$126K $0 1 0.03% Maintained
1598
MNBTD
Moody National Bank Trust Division
Texas
$126K -$106K 2 0% Reduced
1599
WOC
West Oak Capital
California
$125K -$17.6K 1 0.07% Reduced
1600
FCB
First Command Bank
Texas
$124K $0 1 0.03% Maintained