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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
1776
GWAG
Garrett Wealth Advisory Group
Texas
$164K +$174K 2 0.11% New
1777
FRA
Front Row Advisors
California
$163K -$6.72K 2 0.12% Reduced
1778
AIM
Acropolis Investment Management
Missouri
$162K +$33K 1 0.02% Increased
1779
FWM
Focused Wealth Management
New York
$162K -$4.41K 3 0.04% Reduced
1780
Allworth Financial
Allworth Financial
California
$154K -$13.4K 2 0.01% Reduced
1781
AIM
Anchor Investment Management
South Carolina
$152K +$77.9K 2 0.04% Increased
1782
LWM
Lenox Wealth Management
Ohio
$150K -$19.4K 1 0.04% Reduced
1783
AIM
Advantage Investment Management
Iowa
$145K +$7.21K 3 0.11% Increased
1784
Arax Advisory Partners
Arax Advisory Partners
Colorado
$143K $0 1 0.04% Maintained
1785
CC
Cypress Capital
Tennessee
$141K -$9.15K 1 0.06% Reduced
1786
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$140K +$25.3K 1 0.01% Increased
1787
PAM
Paradigm Asset Management
New York
$140K $0 1 0.05% Maintained
1788
FCM
Flinton Capital Management
Pennsylvania
$138K -$144K 1 0% Reduced
1789
KAS
Kemnay Advisory Services
New York
$137K $0 1 0.04% Maintained
1790
WOC
West Oak Capital
California
$135K +$11.3K 2 0.08% Increased
1791
QAM
QCI Asset Management
New York
$133K $0 1 0.01% Maintained
1792
AA
AlphaMark Advisors
Kentucky
$132K $0 1 0.06% Maintained
1793
VCM
Versant Capital Management
Arizona
$129K +$10.5K 5 0.06% Increased
1794
HP
Hikari Power
Japan
$122K $0 1 0.01% Maintained
1795
NC
NewSquare Capital
Pennsylvania
$120K -$7.82K 1 0.02% Reduced
1796
TC
TAP Consulting
Missouri
$120K +$128K 1 0.07% New
1797
CH
Canton Hathaway
Rhode Island
$118K +$129K 1 0.07% New
1798
GAM
Gemmer Asset Management
California
$115K +$21.5K 5 0.03% Increased
1799
BAM
Brave Asset Management
New Jersey
$113K +$88.6K 1 0.06% New
1800
Larson Financial Group
Larson Financial Group
Missouri
$113K -$14.9K 2 0.07% Reduced