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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
1876
LWM
Lenox Wealth Management
Ohio
$157K +$82.9K 2 0.05% Increased
1877
CRCM
Corbett Road Capital Management
Virginia
$156K +$180K 1 0.22% New
1878
Allworth Financial
Allworth Financial
California
$150K +$29.1K 3 0.01% Increased
1879
NSIM
North Star Investment Management
Illinois
$150K -$86.7K 3 0.02% Reduced
1880
CYG
Clean Yield Group
Vermont
$148K +$103K 1 0.07% Increased
1881
TC
Truvestments Capital
Florida
$148K +$182K 2 0.19% New
1882
CT
Caldwell Trust
Florida
$147K +$58.2K 2 0.03% Increased
1883
AWM
AllSquare Wealth Management
New York
$147K -$11K 1 0.13% Reduced
1884
EI
Ellevest Inc
New York
$144K +$71.5K 2 0.04% Increased
1885
GWS
Glassman Wealth Services
Virginia
$143K -$36.4K 4 0.06% Reduced
1886
RDWM
Red Door Wealth Management
Tennessee
$138K +$162K 2 0.13% New
1887
FWM
FSA Wealth Management
Massachusetts
$134K $0 1 0.11% Maintained
1888
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$134K +$9.71K 1 0.05% Increased
1889
Arax Advisory Partners
Arax Advisory Partners
Colorado
$133K +$1.21K 1 0.03% Increased
1890
PAM
Paradigm Asset Management
New York
$129K $0 1 0.05% Maintained
1891
KAS
Kemnay Advisory Services
New York
$127K $0 1 0.04% Maintained
1892
PWMG
Prestige Wealth Management Group
New Jersey
$124K -$79.4K 2 0.05% Reduced
1893
QAM
QCI Asset Management
New York
$123K $0 1 0.01% Maintained
1894
AA
AlphaMark Advisors
Kentucky
$122K $0 1 0.07% Maintained
1895
AWM
Atticus Wealth Management
Florida
$122K +$16.2K 2 0.1% Increased
1896
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$121K +$40.9K 6 0.06% Increased
1897
VCM
Versant Capital Management
Arizona
$117K +$10.3K 5 0.06% Increased
1898
Magnetar Financial
Magnetar Financial
Illinois
$114K -$797K 1 0% Reduced
1899
ALAM
Asahi Life Asset Management
Japan
$111K $0 1 0.02% Maintained
1900
BFC
Bedel Financial Consulting
Indiana
$111K +$11.1K 2 0.07% Increased