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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
1751
FAB
First American Bank
Illinois
$297K +$286K 1 0.02% New
1752
LWS
Lucia Wealth Services
California
$296K +$6.25K 1 0.09% Increased
1753
MBTD
Mechanics Bank - Trust Department
California
$296K +$263K 1 0.06% Increased
1754
FNBSF
First National Bank Sioux Falls
South Dakota
$295K $0 1 0.82% Maintained
1755
FI
FormulaFolio Investments
Michigan
$294K +$8.96K 1 0.01% Increased
1756
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$292K +$282K 1 0.12% New
1757
EP
Eudaimonia Partners
Tennessee
$292K +$287K 2 0.12% New
1758
HT
Heritage Trust
Oklahoma
$291K +$280K 1 0.06% New
1759
VCM
Vivaldi Capital Management
Illinois
$291K -$60.4K 1 0.07% Reduced
1760
WA1
Wimmer Associates 1
California
$291K +$12K 1 0.23% Increased
1761
WFA
Wade Financial Advisory
California
$290K +$279K 1 0.26% New
1762
ACA
Atlas Capital Advisors
Wyoming
$287K -$95.4K 1 0.07% Reduced
1763
FPS
Fieldpoint Private Securities
Connecticut
$287K +$39.5K 2 0.08% Increased
1764
RIL
Rothschild Investment LLC
Illinois
$287K -$42.3K 2 0.03% Reduced
1765
SWA
Sutton Wealth Advisors
Florida
$287K -$1.77K 4 0.15% Reduced
1766
Mather Group
Mather Group
Illinois
$285K +$275K 1 0.02% New
1767
GBT
Grove Bank & Trust
Florida
$283K +$18.6K 1 0.09% Increased
1768
MGAM
McGowan Group Asset Management
Texas
$283K $0 1 0.05% Maintained
1769
HFM
Hartford Financial Management
Connecticut
$282K $0 2 0.09% Maintained
1770
JCM
Jacobi Capital Management
Pennsylvania
$281K +$3.64K 3 0.05% Increased
1771
Aptus Capital Advisors
Aptus Capital Advisors
Alabama
$279K +$43.6K 1 0.02% Increased
1772
TWA
Tillar-Wenstrup Advisors
Ohio
$278K +$269K 1 0.16% New
1773
PTC
Petrus Trust Company
Texas
$277K +$14.2K 1 0.04% Increased
1774
GJIC
Gamble Jones Investment Counsel
California
$276K $0 1 0.02% Maintained
1775
BOPW
Brandywine Oak Private Wealth
Pennsylvania
$274K -$5K 1 0.05% Reduced