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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
NFP
Narus Financial Partners
Utah
$364K +$351K 1 0.28% New
1602
AWA
ARS Wealth Advisors
Florida
$363K -$24.4K 1 0.12% Reduced
1603
Peconic Partners
Peconic Partners
New York
$363K $0 1 0.07% Maintained
1604
MFG
Monte Financial Group
Connecticut
$362K -$43.8K 1 0.31% Reduced
1605
AAA
Adams Asset Advisors
Texas
$361K $0 1 0.06% Maintained
1606
BAM
Berkshire Asset Management
Pennsylvania
$358K -$26.4K 1 0.03% Reduced
1607
H
HoyleCohen
California
$355K +$41.9K 1 0.06% Increased
1608
Intact Investment Management
Intact Investment Management
Quebec, Canada
$355K $0 1 0.01% Maintained
1609
GP
Girard Partners
Pennsylvania
$354K +$5.54K 1 0.06% Increased
1610
IFG Advisory
IFG Advisory
Georgia
$353K -$15K 1 0.06% Reduced
1611
CBT
Capital Bank & Trust
California
$352K +$33.5K 2 0% Increased
1612
BCA
Bay Colony Advisors
Massachusetts
$351K +$5.21K 1 0.23% Increased
1613
TTWM
TCV Trust & Wealth Management
Virginia
$351K $0 1 0.05% Maintained
1614
LC
LCNB Corp
Ohio
$350K $0 1 0.25% Maintained
1615
SGCA
Steel Grove Capital Advisors
Tennessee
$350K $0 1 0.22% Maintained
1616
BWM
Biltmore Wealth Management
Arizona
$349K -$180K 1 0.17% Reduced
1617
FSA
Financial Sense Advisors
California
$349K +$338K 1 0.15% New
1618
WCWM
Willow Creek Wealth Management
California
$349K $0 1 0.17% Maintained
1619
AF
Alerus Financial
North Dakota
$348K -$77K 1 0.05% Reduced
1620
BI
Bramshill Investments
Florida
$347K -$6.21K 1 0.05% Reduced
1621
SMH
Sanders Morris Harris
Texas
$346K +$332K 1 0.09% New
1622
WP
WealthPLAN Partners
Nebraska
$345K +$15.1K 1 0.05% Increased
1623
ACM
ADI Capital Management
New York
$343K +$332K 1 1.51% New
1624
CJA
C-J Advisory
California
$343K $0 1 0.22% Maintained
1625
Jarislowsky, Fraser Ltd
Jarislowsky, Fraser Ltd
Quebec, Canada
$343K -$9.31K 1 0% Reduced