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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
Laurion Capital Management
Laurion Capital Management
New York
$652K +$12.2K 3 0.01% Increased
1727
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$651K +$517K 1 0.53% New
1728
MPCG
Matrix Private Capital Group
New York
$650K +$415 1 0.72% Increased
1729
R.M. Davis Inc
R.M. Davis Inc
Maine
$650K +$18.7K 1 0.02% Increased
1730
BWCS
Beirne Wealth Consulting Services
Connecticut
$649K -$28.6K 1 0.53% Reduced
1731
PCM
Pennsylvania Capital Management
Pennsylvania
$649K +$515K 1 0.35% New
1732
PP
Professional Planning
California
$649K +$515K 1 0.35% New
1733
JFA
Johanson Financial Advisors
California
$648K -$238K 1 0.32% Reduced
1734
FFS
Founders Financial Securities
Maryland
$647K +$446K 2 0.21% New
1735
AWS
Arkfeld Wealth Strategies
Nebraska
$646K +$2.76K 1 0.72% Increased
1736
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$645K $0 1 0.05% Maintained
1737
WA
Wambolt & Associates
Colorado
$645K +$16.3K 1 0.51% Increased
1738
Accredited Investors
Accredited Investors
Minnesota
$642K -$19.3K 1 0.13% Reduced
1739
FNBOH
First National Bank of Hutchinson
Kansas
$641K -$279K 1 0.33% Reduced
1740
UH
Unigestion Holding
Switzerland
$641K -$238K 1 0.02% Reduced
1741
FWM
Foresight Wealth Management
Utah
$640K -$11.3K 1 0.29% Reduced
1742
SIA
Starfire Investment Advisers
Michigan
$640K +$5.67K 1 0.31% Increased
1743
CBT
Central Bank & Trust
Kentucky
$635K +$112K 2 0.13% Increased
1744
DTL
Dynamic Technology Lab
Singapore
$635K -$495K 2 0.1% Reduced
1745
FBFS
First Business Financial Services
Wisconsin
$635K -$21K 1 0.11% Reduced
1746
SOAMC
Spirit of America Management Corp
New York
$630K +$48.4K 2 0.16% Increased
1747
PCP
Proficio Capital Partners
Massachusetts
$628K +$4.01K 1 0.13% Increased
1748
SLF
Sun Life Financial
Ontario, Canada
$623K -$11.9K 1 0.12% Reduced
1749
BI
Bramshill Investments
Florida
$622K -$167K 1 0.1% Reduced
1750
SIM
SSI Investment Management
California
$622K -$8.71K 1 0.05% Reduced