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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
1651
JA
JOYN Advisors
Georgia
$323K +$9.42K 1 0.07% Increased
1652
FCA
FLC Capital Advisors
California
$321K +$304K 1 0.13% New
1653
FMTC
Farmers & Merchants Trust Company
California
$320K $0 1 0.14% Maintained
1654
GC
Grace Capital
Massachusetts
$320K $0 1 0.15% Maintained
1655
MIC
Means Investment Company
Maine
$320K +$11.1K 1 0.13% Increased
1656
YMRC
Yorktown Management & Research Company
Virginia
$320K -$122K 1 0.12% Reduced
1657
FWM
Foresight Wealth Management
Utah
$319K +$14.3K 1 0.24% Increased
1658
WC
Weil Company
California
$318K +$10.5K 1 0.26% Increased
1659
FPS
Fieldpoint Private Securities
Connecticut
$317K +$220K 1 0.1% Increased
1660
AW
Alpha Windward
Massachusetts
$316K -$7.54K 1 0.2% Reduced
1661
SVWAG
Sound View Wealth Advisors Group
Georgia
$314K +$304K 1 0.09% New
1662
FNBSF
First National Bank Sioux Falls
South Dakota
$312K $0 1 1.07% Maintained
1663
SWA
Sutton Wealth Advisors
Florida
$310K +$7.42K 4 0.18% Increased
1664
ECG
Edge Capital Group
Georgia
$310K +$300K 1 0.03% New
1665
IWP
Icon Wealth Partners
Texas
$304K +$95.7K 1 0.11% Increased
1666
MWP
MYCIO Wealth Partners
Pennsylvania
$302K -$9.42K 1 0.02% Reduced
1667
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$302K $0 1 0.03% Maintained
1668
WDA
Wendell David Associates
New Hampshire
$302K +$9.86K 1 0.05% Increased
1669
JC
JBF Capital
Colorado
$301K +$14.1K 1 0.05% Increased
1670
BBA
Baker Bros. Advisors
New York
$300K $0 1 0% Maintained
1671
Empirical Finance
Empirical Finance
Pennsylvania
$300K -$5.76K 1 0.08% Reduced
1672
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$299K -$15.3K 1 0.06% Reduced
1673
LWS
Lucia Wealth Services
California
$299K -$39.5K 1 0.1% Reduced
1674
NNP
Nachman Norwood & Parrott
South Carolina
$296K -$36.2K 1 0.05% Reduced
1675
SOAMC
Spirit of America Management Corp
New York
$296K +$65.4K 1 0.04% Increased