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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
CST
Charles Schwab Trust
Nevada
$420K -$76.6K 1 0.14% Reduced
1902
FBB
Fulton Breakefield Broenniman
Maryland
$419K +$2.76K 1 0.05% Increased
1903
CCP
Cyrus Capital Partners
New York
$416K $0 1 0.14% Maintained
1904
PB
Pinnacle Bancorp
Nebraska
$415K +$18K 1 0.31% Increased
1905
VEA
Virtus ETF Advisers
New York
$414K +$304K 1 0.2% New
1906
FCA
FLC Capital Advisors
California
$413K -$96.7K 1 0.16% Reduced
1907
CCG
Cypress Capital Group
Florida
$412K +$138 1 0.08% Increased
1908
TL
TrueWealth LLC
Georgia
$412K $0 3 0.17% Maintained
1909
Larson Financial Group
Larson Financial Group
Missouri
$411K +$164K 3 0.2% Increased
1910
MIC
Means Investment Company
Maine
$410K -$8.02K 1 0.13% Reduced
1911
WFA
Wade Financial Advisory
California
$410K -$14.9K 1 0.35% Reduced
1912
BCM
Birch Capital Management
Texas
$409K $0 1 0.38% Maintained
1913
NB
Northwest Bancshares
Pennsylvania
$409K +$324K 1 0.11% New
1914
MBTD
Mechanics Bank - Trust Department
California
$408K -$103K 1 0.09% Reduced
1915
NEWAS
N.E.W. Advisory Services
Wisconsin
$408K +$324K 1 0.13% New
1916
EI
Ellevest Inc
New York
$407K +$106K 2 0.09% Increased
1917
SFSIG
San Francisco Sentry Investment Group
California
$407K +$58.2K 2 0.22% Increased
1918
CBFP
Cedar Brook Financial Partners
Ohio
$404K +$4.15K 1 0.18% Increased
1919
CIP
Convergence Investment Partners
Florida
$404K +$25.8K 1 0.14% Increased
1920
JCM
Jacobi Capital Management
Pennsylvania
$401K -$21.6K 2 0.08% Reduced
1921
FCA
FinTrust Capital Advisors
South Carolina
$400K +$198K 3 0.16% Increased
1922
GAM
Grandview Asset Management
Pennsylvania
$398K +$316K 1 0.35% New
1923
SWA
Sutton Wealth Advisors
Florida
$397K -$43K 3 0.21% Reduced
1924
LC
Lindbrook Capital
California
$394K +$15.1K 6 0.12% Increased
1925
NSIM
North Star Investment Management
Illinois
$394K +$94.7K 3 0.05% Increased