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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
GJIC
Gamble Jones Investment Counsel
California
$265K $0 1 0.02% Maintained
1677
MNBTD
Moody National Bank Trust Division
Texas
$265K +$60.9K 2 0.01% Increased
1678
PFA
Paradigm Financial Advisors
Missouri
$265K +$256K 1 0.1% New
1679
WDA
Wendell David Associates
New Hampshire
$265K +$241K 1 0.04% New
1680
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$264K -$7.78K 3 0.14% Reduced
1681
ACM
Aviance Capital Management
Florida
$263K +$240K 1 0.04% New
1682
CIAS
Capital Investment Advisory Services
North Carolina
$263K -$45.2K 5 0.1% Reduced
1683
WDL
Well Done LLC
Michigan
$263K +$69.7K 1 0.06% Increased
1684
Miracle Mile Advisors
Miracle Mile Advisors
California
$262K +$9.47K 1 0.02% Increased
1685
CP
Cumberland Partners
Ontario, Canada
$260K +$237K 1 0.03% New
1686
SAM
Sycomore Asset Management
France
$260K -$66.3K 1 0.13% Reduced
1687
WA1
Wimmer Associates 1
California
$259K $0 1 0.23% Maintained
1688
HAIM
Hunter Associates Investment Management
Pennsylvania
$258K $0 1 0.09% Maintained
1689
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$256K +$145K 2 0.01% Increased
1690
TSWM
Triangle Securities Wealth Management
North Carolina
$255K $0 1 0.13% Maintained
1691
BHWM
Bar Harbor Wealth Management
New Hampshire
$254K $0 1 0.03% Maintained
1692
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$254K -$15.1K 1 0.08% Reduced
1693
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$253K +$231K 1 0.02% New
1694
Koshinski Asset Management
Koshinski Asset Management
Illinois
$253K -$1.46M 1 0.07% Reduced
1695
LWA
Lenox Wealth Advisors
New York
$248K +$76K 3 0.05% Increased
1696
TI
TTP Investments
California
$248K -$35.9K 1 0.32% Reduced
1697
FP
Foundry Partners
Minnesota
$245K +$223K 1 0.01% New
1698
TSS
Two Sigma Securities
New York
$245K -$1.83M 3 0% Reduced
1699
BBA
Baker Bros. Advisors
New York
$244K $0 1 0% Maintained
1700
TL
TrueWealth LLC
Georgia
$244K +$507 3 0.11% Increased