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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
1601
PA
PFG Advisors
Arizona
$1.42M -$10.4M 3 0.07% Reduced
1602
VIA
Vickerman Investment Advisors
Washington
$1.41M -$128K 1 0.27% Reduced
1603
Capital Investment Advisors
Capital Investment Advisors
Georgia
$1.41M +$293K 3 0.02% Increased
1604
CIG
Consolidated Investment Group
Colorado
$1.41M -$1.89M 1 0.12% Reduced
1605
Antipodes Partners
Antipodes Partners
Australia
$1.4M +$211K 1 0.03% Increased
1606
AAG
Accordant Advisory Group
Maryland
$1.4M +$1.47M 1 0.94% Increased
1607
ACP
Aviance Capital Partners
Florida
$1.4M -$45.9K 2 0.15% Reduced
1608
Silvercrest Asset Management
Silvercrest Asset Management
New York
$1.4M -$509K 2 0.01% Reduced
1609
RA
Resolute Advisors
California
$1.4M +$387K 2 0.33% Increased
1610
MAG
Members Advisory Group
New York
$1.39M +$1.01M 1 0.39% Increased
1611
SM
Skaana Management
New York
$1.39M +$195K 4 0.3% Increased
1612
MWA
Monograph Wealth Advisors
California
$1.38M $0 3 0.11% Maintained
1613
BHPW
Beverly Hills Private Wealth
California
$1.38M +$147K 1 0.26% Increased
1614
PWA
PCG Wealth Advisors
Kansas
$1.37M +$286K 2 0.31% Increased
1615
Central Trust Company
Central Trust Company
Missouri
$1.37M +$49.3K 12 0.02% Increased
1616
KAS
KPP Advisory Services
Kentucky
$1.37M -$178K 1 0.17% Reduced
1617
TFG
Turner Financial Group
Florida
$1.37M +$1.92M 3 1.36% New
1618
LA
Lifeworks Advisors
Michigan
$1.37M -$35.3K 2 0.14% Reduced
1619
KP
Keel Point
Alabama
$1.37M -$16.5K 2 0.08% Reduced
1620
BWM
BigSur Wealth Management
Florida
$1.36M -$353K 3 0.33% Reduced
1621
CIM
Corda Investment Management
Texas
$1.36M +$1.38M 1 0.08% New
1622
WMP
Wealth Management Partners
Arizona
$1.36M -$149K 3 0.32% Reduced
1623
MFGM
Marshall Financial Group (Maryland)
Maryland
$1.36M $0 1 0.2% Maintained
1624
CCA
Childress Capital Advisors
Texas
$1.35M +$243K 3 0.22% Increased
1625
WBC
Westpac Banking Corp
Australia
$1.35M +$339K 5 0.08% Increased