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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
1901
6CM
683 Capital Management
New York
$168K $0 1 0.02% Maintained
1902
Allworth Financial
Allworth Financial
California
$151K -$6.46K 2 0.01% Reduced
1903
FWM
FSA Wealth Management
Massachusetts
$151K +$146K 1 0.11% New
1904
Arax Advisory Partners
Arax Advisory Partners
Colorado
$149K $0 1 0.04% Maintained
1905
PAM
Paradigm Asset Management
New York
$146K $0 1 0.04% Maintained
1906
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$146K $0 1 0.01% Maintained
1907
LCS
Levin Capital Strategies
New York
$146K $0 1 0.01% Maintained
1908
KAS
Kemnay Advisory Services
New York
$143K $0 1 0.04% Maintained
1909
PA
PSI Advisors
Florida
$143K +$140K 3 0.09% New
1910
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$142K +$54.4K 1 0.05% Increased
1911
FCA
FinTrust Capital Advisors
South Carolina
$139K +$52.1K 2 0.06% Increased
1912
QAM
QCI Asset Management
New York
$139K $0 1 0.01% Maintained
1913
AA
AlphaMark Advisors
Kentucky
$138K $0 1 0.06% Maintained
1914
KWM
Keebeck Wealth Management
Illinois
$138K +$134K 1 0.04% New
1915
VCM
Versant Capital Management
Arizona
$136K -$927 5 0.07% Reduced
1916
HP
Hikari Power
Japan
$134K $0 1 0.01% Maintained
1917
KC
Kepos Capital
New York
$132K +$138K 1 0.01% New
1918
CWA
Capital Wealth Alliance
Arizona
$129K +$110K 2 0.11% New
1919
Algert Global
Algert Global
California
$127K $0 1 0.04% Maintained
1920
Larson Financial Group
Larson Financial Group
Missouri
$126K +$7.61K 2 0.07% Increased
1921
ALAM
Asahi Life Asset Management
Japan
$125K -$428K 1 0.02% Reduced
1922
AWM
Atticus Wealth Management
Florida
$125K +$122K 2 0.08% New
1923
GAM
Gemmer Asset Management
California
$122K $0 5 0.03% Maintained
1924
MF
Manchester Financial
California
$119K +$118K 2 0.05% New
1925
CP
Corbenic Partners
Pennsylvania
$118K +$113K 2 0.09% New