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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
1851
First Merchants Corp
First Merchants Corp
Indiana
$220K -$2.71K 1 0.02% Reduced
1852
PWMG
Prestige Wealth Management Group
New Jersey
$220K $0 2 0.12% Maintained
1853
PAS
Partnervest Advisory Services
California
$219K -$119K 1 0.08% Reduced
1854
HCM
Highlander Capital Management
New Jersey
$218K +$20.2K 2 0.13% Increased
1855
Crawford Investment Counsel
Crawford Investment Counsel
Georgia
$217K -$7.92K 1 0.01% Reduced
1856
SAM
Silphium Asset Management
United Kingdom
$216K -$1.47M 1 0.11% Reduced
1857
AP
Arlington Partners
Alabama
$216K $0 1 0.13% Maintained
1858
BWM
BigSur Wealth Management
Florida
$216K $0 1 0.12% Maintained
1859
FA
Fortis Advisors
Pennsylvania
$216K $0 1 0.13% Maintained
1860
GC
Grace Capital
Massachusetts
$216K -$83.4K 1 0.18% Reduced
1861
SMC
Smith, Moore & Co
Missouri
$216K -$68.9K 1 0.04% Reduced
1862
AWM
Altavista Wealth Management
North Carolina
$214K -$10.4K 1 0.06% Reduced
1863
BMC
Beaton Management Company
Massachusetts
$214K +$206K 1 0.17% New
1864
PFBT
Parkside Financial Bank & Trust
Missouri
$214K +$16.5K 4 0.06% Increased
1865
SAM
SP Asset Management
California
$214K $0 1 0.05% Maintained
1866
Inspire Investing
Inspire Investing
Idaho
$212K -$18.9K 1 0.08% Reduced
1867
HCP
Holt Capital Partners
Texas
$211K $0 1 0.05% Maintained
1868
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$211K +$203K 1 0.14% New
1869
TSWM
Triangle Securities Wealth Management
North Carolina
$211K -$8.93K 1 0.09% Reduced
1870
CBFP
Cedar Brook Financial Partners
Ohio
$210K +$202K 1 0.09% New
1871
FCM
Fairbanks Capital Management
California
$209K -$163K 1 0.22% Reduced
1872
PP
Pegasus Partners
Wisconsin
$209K -$230K 1 0.06% Reduced
1873
CPA
Capital Planning Advisors
California
$208K -$12.7K 1 0.05% Reduced
1874
FDS
First Dallas Securities
Texas
$206K -$172K 1 0.18% Reduced
1875
PWLP
Prio Wealth Limited Partnership
Massachusetts
$206K +$198K 1 0.01% New