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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
1826
ME
McIlrath & Eck
Washington
$81K -$23.1K 1 0.04% Reduced
1827
BFC
Bedel Financial Consulting
Indiana
$80K +$4.3K 2 0.05% Increased
1828
IBOK
Independence Bank of Kentucky
Kentucky
$80K -$3.31K 1 0.06% Reduced
1829
TCM
Tradewinds Capital Management
Washington
$80K -$3K 1 0.03% Reduced
1830
WPA
West Paces Advisors
Georgia
$79.6K $0 1 0.05% Maintained
1831
ONST
Old North State Trust
North Carolina
$79K +$2.75K 1 0.05% Increased
1832
OSIA
O'Shares Investment Advisers
Massachusetts
$77K -$15.8K 1 0.01% Reduced
1833
SCA
Stonebridge Capital Advisors
Minnesota
$75K +$15.6K 2 0.01% Increased
1834
JFA
JNBA Financial Advisors
Minnesota
$74K -$26.6K 2 0.02% Reduced
1835
BCM
Blume Capital Management
California
$73K $0 2 0.04% Maintained
1836
BAMG
Brand Asset Management Group
Missouri
$73K $0 2 0.05% Maintained
1837
UA
Unison Advisors
District of Columbia
$72K $0 1 0.06% Maintained
1838
EARNEST Partners
EARNEST Partners
Georgia
$71K $0 3 0% Maintained
1839
MWC
MBM Wealth Consultants
Missouri
$71K $0 1 0.06% Maintained
1840
SM
Sabby Management
Florida
$66K -$113K 1 0.04% Reduced
1841
DMK
David M. Knott
$65K $0 1 0.03% Maintained
1842
ANBT
American National Bank & Trust
Texas
$62K +$67.9K 1 0.02% New
1843
CA
Crewe Advisors
Utah
$62K $0 1 0.03% Maintained
1844
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62K +$22K 2 0.01% Increased
1845
MAU
MRA Associates USA
Arizona
$61.9K +$65.9K 1 0.24% New
1846
WCG
Weaver Consulting Group
California
$60K $0 3 0.03% Maintained
1847
PGAM
Princeton Global Asset Management
New Jersey
$57K -$15K 1 0.03% Reduced
1848
Altshuler Shaham
Altshuler Shaham
Israel
$56K +$44.3K 3 0% New
1849
CAL
Capital Advisors Ltd
Ohio
$56K +$61.1K 1 0.02% New
1850
CPP
Crow Point Partners
Massachusetts
$56K $0 1 0.01% Maintained