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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
1676
EMAM
Encompass More Asset Management
California
$1.2M +$472K 1 0.17% Increased
1677
KFS
Kaizen Financial Strategies
California
$1.2M $0 1 0.39% Maintained
1678
WC
Whitney & Co
New York
$1.2M -$280K 3 0.09% Reduced
1679
SAM
Shikiar Asset Management
New York
$1.19M -$77.2K 2 0.3% Reduced
1680
RW
Rede Wealth
Virginia
$1.19M +$1.44K 1 0.39% Increased
1681
RBFC
Roman Butler Fullerton & Co
Missouri
$1.19M -$70.5K 3 0.28% Reduced
1682
B
Birchbrook
Maine
$1.19M +$980K 4 0.56% Increased
1683
ACM
Alpha Capital Management
Texas
$1.18M -$1.42M 1 0.15% Reduced
1684
CNC
Citizens & Northern Corp
Pennsylvania
$1.17M -$34.8K 1 0.27% Reduced
1685
GPWM
Grant Private Wealth Management
California
$1.17M -$80K 4 0.49% Reduced
1686
CCC
Chesapeake Capital Corp
Florida
$1.17M +$469K 3 0.61% Increased
1687
TCA
Transcend Capital Advisors
New Jersey
$1.17M +$360K 4 0.08% Increased
1688
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$1.17M +$605K 4 0.03% Increased
1689
TWP
Tempus Wealth Planning
California
$1.16M +$216K 2 0.23% Increased
1690
HI
Harrington Investments
California
$1.16M -$92.1K 1 0.56% Reduced
1691
CWGL
Cedrus Wealth Group LLC
Minnesota
$1.16M +$256K 1 1.02% Increased
1692
TFP
Traction Financial Partners
Wyoming
$1.16M +$82.3K 1 0.62% Increased
1693
SMCM
Sky-Mountain Capital Management
Idaho
$1.16M $0 1 0.83% Maintained
1694
KAM
Kazazian Asset Management
Florida
$1.16M -$227K 2 1.04% Reduced
1695
CF
Convergence Financial
Missouri
$1.16M -$8.12K 2 0.09% Reduced
1696
CNBT
Canandaigua National Bank & Trust
New York
$1.16M +$1.22M 1 0.1% New
1697
RC
RLH Capital
New York
$1.16M +$1.33M 2 0.55% New
1698
EAN
Excelsior Advisor Network
Colorado
$1.16M +$513K 4 0.15% Increased
1699
TFCP
Twin Focus Capital Partners
Massachusetts
$1.15M $0 2 0.12% Maintained
1700
Capital International Sarl
Capital International Sarl
California
$1.15M -$8.42K 1 0.02% Reduced