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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
1726
CreativeOne Wealth
CreativeOne Wealth
Kansas
$217K +$198K 1 0.06% New
1727
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$216K +$197K 1 0.04% New
1728
FIM
Fruth Investment Management
Texas
$216K +$197K 1 0.09% New
1729
PFBT
Parkside Financial Bank & Trust
Missouri
$216K +$9.25K 5 0.07% Increased
1730
DOA
D'Orazio & Associates
Virginia
$214K $0 2 0.06% Maintained
1731
MFW
Meristem Family Wealth
Minnesota
$214K -$37.2K 1 0.07% Reduced
1732
EP
Edgestream Partners
New Jersey
$213K +$71.5K 1 0.03% Increased
1733
EPA
Element Pointe Advisors
Florida
$212K -$67.9K 1 0.13% Reduced
1734
CASB
Cape Ann Savings Bank
Massachusetts
$211K +$192K 1 0.25% New
1735
MFW
Mosaic Family Wealth
Missouri
$211K +$9.47K 1 0.09% Increased
1736
POIA
Pin Oak Investment Advisors
Texas
$211K +$169K 1 0.17% Increased
1737
BA
BKS Advisors
Michigan
$210K +$204K 1 0.08% New
1738
MCWS
McKinley Carter Wealth Services
West Virginia
$210K +$203K 1 0.06% New
1739
RB
Rodgers Brothers
Pennsylvania
$210K +$191K 1 0.06% New
1740
VLC
Van Leeuwen & Company
New Jersey
$210K -$7.08K 1 0.2% Reduced
1741
R.M. Davis Inc
R.M. Davis Inc
Maine
$209K +$191K 1 0.01% New
1742
AP
Arlington Partners
Alabama
$208K +$189K 1 0.15% New
1743
BWM
BigSur Wealth Management
Florida
$208K +$189K 1 0.14% New
1744
First Merchants Corp
First Merchants Corp
Indiana
$208K +$189K 1 0.03% New
1745
HH
HWG Holdings
Texas
$208K -$19.7K 2 0.21% Reduced
1746
SOAMC
Spirit of America Management Corp
New York
$208K +$189K 1 0.03% New
1747
ALAM
Asahi Life Asset Management
Japan
$207K +$188K 1 0.03% New
1748
BHBT
Burke & Herbert Bank & Trust
Virginia
$207K +$188K 1 0.18% New
1749
SAM
SP Asset Management
California
$206K +$187K 1 0.06% New
1750
Magnetar Financial
Magnetar Financial
Illinois
$205K +$186K 1 0.01% New