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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
1626
HC
Henshaw Capital
Massachusetts
$227K +$225K 1 0.02% New
1627
TSWM
Triangle Securities Wealth Management
North Carolina
$226K $0 1 0.13% Maintained
1628
IIC
Integrated Investment Consultants
Michigan
$225K +$222K 1 0.12% New
1629
PB
Pinnacle Bancorp
Nebraska
$225K +$224K 2 0.14% New
1630
WC
Weil Company
California
$225K $0 1 0.2% Maintained
1631
HFM
Hartford Financial Management
Connecticut
$222K +$14.2K 2 0.08% Increased
1632
KTC
Kistler-Tiffany Companies
Pennsylvania
$222K +$60.4K 2 0.1% Increased
1633
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$221K +$279K 1 0% New
1634
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$219K -$75K 1 0.08% Reduced
1635
MIC
Means Investment Company
Maine
$219K +$217K 1 0.12% New
1636
MC
Miles Capital
Iowa
$216K -$2.19K 1 0.21% Reduced
1637
GJIC
Gamble Jones Investment Counsel
California
$214K +$212K 1 0.02% New
1638
TI
TTP Investments
California
$213K -$2.72M 1 1.81% Reduced
1639
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$211K +$265K 1 0% New
1640
Mission Wealth Management
Mission Wealth Management
California
$211K -$118K 1 0.03% Reduced
1641
HWA
HCR Wealth Advisors
California
$210K +$12.5K 1 0.07% Increased
1642
VLC
Van Leeuwen & Company
New Jersey
$210K -$35.8K 1 0.21% Reduced
1643
WA1
Wimmer Associates 1
California
$210K +$12.1K 1 0.21% Increased
1644
HAIM
Hunter Associates Investment Management
Pennsylvania
$209K $0 1 0.09% Maintained
1645
SA
Strategic Advisors
New York
$209K $0 1 0.09% Maintained
1646
CW
Cobiz Wealth
Colorado
$208K +$833 1 0.05% Increased
1647
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$208K -$46.3K 4 0.14% Reduced
1648
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$207K -$32.9K 1 0.01% Reduced
1649
GA
GFS Advisors
Texas
$207K $0 1 0.06% Maintained
1650
BHWM
Bar Harbor Wealth Management
New Hampshire
$206K -$18K 1 0.03% Reduced