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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
CA
Cambridge Advisors
Nebraska
$310K $0 1 0.11% Maintained
1627
IIM
Ironwood Investment Management
Massachusetts
$310K $0 1 0.25% Maintained
1628
Avantax Planning Partners
Avantax Planning Partners
Iowa
$309K +$4.64K 1 0.02% Increased
1629
LWS
Lucia Wealth Services
California
$309K +$281K 1 0.11% New
1630
PB
Pinnacle Bancorp
Nebraska
$309K +$29K 3 0.18% Increased
1631
PGA
Premia Global Advisors
Florida
$304K +$281K 2 0.31% New
1632
MGAM
McGowan Group Asset Management
Texas
$303K +$293K 1 0.05% New
1633
NNP
Nachman Norwood & Parrott
South Carolina
$303K -$5.49K 1 0.06% Reduced
1634
AW
Alpha Windward
Massachusetts
$302K -$947 1 0.2% Reduced
1635
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$302K +$947 1 0.26% Increased
1636
EMG
Ellington Management Group
Connecticut
$301K -$2.69M 1 0.05% Reduced
1637
VC
Vicus Capital
Pennsylvania
$301K +$11.5K 1 0.05% Increased
1638
GW & Wade
GW & Wade
Massachusetts
$299K +$9.47K 1 0.03% Increased
1639
MSS
Mitchell Sinkler & Starr
Pennsylvania
$299K +$272K 1 0.35% New
1640
BA
Bard Associates
Illinois
$295K $0 1 0.15% Maintained
1641
IGGA
Iron Gate Global Advisors
Utah
$295K $0 1 0.12% Maintained
1642
Palisade Capital Management
Palisade Capital Management
New Jersey
$295K -$729K 1 0.01% Reduced
1643
VCM
Vivaldi Capital Management
Illinois
$294K -$89.4K 1 0.08% Reduced
1644
FRM
Fox Run Management
Connecticut
$292K -$796K 1 0.17% Reduced
1645
GC
Grace Capital
Massachusetts
$291K +$75.7K 1 0.11% Increased
1646
PIP
Peachtree Investment Partners
Florida
$291K +$265K 1 0.25% New
1647
CBT
Capital Bank & Trust
California
$290K -$100K 2 0% Reduced
1648
FMTC
Farmers & Merchants Trust Company
California
$290K $0 1 0.13% Maintained
1649
SWA
Sutton Wealth Advisors
Florida
$290K +$6.07K 4 0.17% Increased
1650
BBCM
Boardman Bay Capital Management
New York
$289K -$427K 1 0.56% Reduced