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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
NC
NewSquare Capital
Pennsylvania
$356K +$237K 2 0.07% Increased
1577
FAS
Formuepleje A/S
Denmark
$353K +$29.7K 1 0.03% Increased
1578
AWA
ARS Wealth Advisors
Florida
$352K -$30.8K 1 0.11% Reduced
1579
CC
Courier Capital
New York
$352K $0 1 0.05% Maintained
1580
NL
NWAM LLC
Washington
$352K +$321K 1 0.08% New
1581
GLI
Guardian Life Insurance
New York
$351K +$2.94K 1 0.04% Increased
1582
BAM
Berkshire Asset Management
Pennsylvania
$350K +$38.2K 1 0.03% Increased
1583
LCP
Legacy Capital Partners
Wisconsin
$348K +$16.6K 1 0.16% Increased
1584
PT
Plimoth Trust
Massachusetts
$348K -$45.2K 1 0.12% Reduced
1585
WP
WealthPLAN Partners
Nebraska
$348K $0 1 0.05% Maintained
1586
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$347K +$11.2K 1 0.02% Increased
1587
HC
Henshaw Capital
Massachusetts
$346K +$59.5K 1 0.03% Increased
1588
NCM
Next Capital Management
New York
$346K $0 2 0.29% Maintained
1589
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$345K +$81.4K 1 0.02% Increased
1590
LIC
Lodestar Investment Counsel
Illinois
$345K -$23.7K 1 0.04% Reduced
1591
TCA
Teewinot Capital Advisers
New York
$343K $0 1 0.11% Maintained
1592
CL
CPWM LLC
Washington
$342K -$9.66K 1 0.05% Reduced
1593
JWM
JGP Wealth Management
Oregon
$342K +$1.23K 1 0.13% Increased
1594
NB
Nicolet Bankshares
Wisconsin
$340K $0 1 0.14% Maintained
1595
FVWA
Foster Victor Wealth Advisors
South Carolina
$339K +$109K 1 0.26% Increased
1596
AIM
Arcadia Investment Management
Michigan
$337K +$213K 1 0.1% Increased
1597
CCM
Community Capital Management
Florida
$337K $0 1 0.41% Maintained
1598
SLG
Stanley-Laman Group
Pennsylvania
$336K +$325K 1 0.08% New
1599
IFG Advisory
IFG Advisory
Georgia
$334K -$201K 1 0.06% Reduced
1600
GAMC
Garner Asset Management Corp
Texas
$333K -$435 1 0.27% Reduced