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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
OAM
Oak Asset Management
California
$330K -$151K 1 0.22% Reduced
1602
NWS
Newport Wealth Strategies
California
$323K +$304K 1 0.33% New
1603
FA
FCG Advisors
New Jersey
$322K -$217 1 0.11% Reduced
1604
HAM
Highstreet Asset Management
Ontario, Canada
$322K +$177K 1 0.02% Increased
1605
H
HoyleCohen
California
$322K +$312K 1 0.06% New
1606
Intact Investment Management
Intact Investment Management
Quebec, Canada
$322K +$66.3K 1 0.01% Increased
1607
MUS
Mitsubishi UFJ Securities
Japan
$322K -$947 1 1.84% Reduced
1608
BI
Bramshill Investments
Florida
$321K -$5.58K 1 0.05% Reduced
1609
UH
Unigestion Holding
Switzerland
$321K $0 1 0.01% Maintained
1610
Burney Company
Burney Company
Virginia
$320K -$20.3K 1 0.02% Reduced
1611
CC
Cypress Capital
Tennessee
$320K -$12K 1 0.13% Reduced
1612
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$320K +$292K 1 0% New
1613
LC
LCNB Corp
Ohio
$318K -$11.8K 1 0.23% Reduced
1614
PHS
Pekin Hardy Strauss
Illinois
$318K -$75.7K 1 0.02% Reduced
1615
TTWM
TCV Trust & Wealth Management
Virginia
$318K -$23.7K 1 0.04% Reduced
1616
AIA
Arrow Investment Advisors
Maryland
$317K +$29.1K 1 0.13% Increased
1617
SGCA
Steel Grove Capital Advisors
Tennessee
$317K -$1.61M 1 0.21% Reduced
1618
CJA
C-J Advisory
California
$316K -$13.7K 1 0.21% Reduced
1619
GP
Girard Partners
Pennsylvania
$316K -$75.9K 1 0.06% Reduced
1620
PAM
Private Asset Management
California
$316K -$72.5K 1 0.06% Reduced
1621
JA
JOYN Advisors
Georgia
$315K -$72.2K 1 0.07% Reduced
1622
BCA
Bay Colony Advisors
Massachusetts
$313K +$286K 1 0.21% New
1623
Capital International Inc
Capital International Inc
California
$312K $0 1 0.04% Maintained
1624
WKWM
Walter & Keenan Wealth Management
Indiana
$312K $0 1 0.14% Maintained
1625
EWA
Evolution Wealth Advisors
Florida
$311K +$155K 2 0.14% Increased