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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
2126
DG
DMC Group
Alabama
$220K +$225K 1 0.22% New
2127
Regatta Capital Group
Regatta Capital Group
California
$218K $0 1 0.08% Maintained
2128
PWMG
Pinnacle Wealth Management Group
Michigan
$217K -$49.7K 1 0.19% Reduced
2129
PB
Pinnacle Bancorp
Nebraska
$217K $0 1 0.08% Maintained
2130
Sage Mountain Advisors
Sage Mountain Advisors
Georgia
$217K +$220K 1 0.03% New
2131
Diametric Capital
Diametric Capital
Massachusetts
$217K -$2.92M 1 0.1% Reduced
2132
WWP
Waypoint Wealth Partners
California
$216K +$235K 1 0.08% New
2133
PAM
Paradigm Asset Management
New York
$215K $0 1 0.06% Maintained
2134
XS
XR Securities
Illinois
$215K -$403K 1 0.01% Reduced
2135
OHWP
Oak Harbor Wealth Partners
North Carolina
$214K -$1.54K 1 0.08% Reduced
2136
FFT Wealth Management
FFT Wealth Management
Pennsylvania
$213K -$79.6K 1 0.03% Reduced
2137
CRA Financial Services
CRA Financial Services
New Jersey
$213K -$23.3K 1 0.06% Reduced
2138
Winton Group
Winton Group
United Kingdom
$213K +$139K 1 0.01% New
2139
CBIZ Investment Advisory Services
CBIZ Investment Advisory Services
Ohio
$213K +$216K 1 0.02% New
2140
EPM
Equitec Proprietary Markets
Illinois
$212K +$60.4K 3 0.1% Increased
2141
Pekin Hardy Strauss
Pekin Hardy Strauss
Illinois
$212K +$205K 2 0.03% Increased
2142
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$212K +$215K 1 0.08% New
2143
CIA
Caerus Investment Advisors
Texas
$211K +$230K 1 0.24% New
2144
GCS
Gordian Capital (Singapore)
Singapore
$211K -$687K 3 0.36% Reduced
2145
HBW
Hazlett, Burt & Watson
West Virginia
$210K +$2.7K 4 0.17% Increased
2146
BI
Bulldog Investors
New Jersey
$210K -$835K 1 0.07% Reduced
2147
L2 Asset Management
L2 Asset Management
Massachusetts
$208K +$211K 1 0.11% New
2148
SFB
STAR Financial Bank
Indiana
$207K +$210K 1 0.2% New
2149
NFG
Norris Financial Group
South Carolina
$207K +$44.9K 1 0.15% Increased
2150
FMTC
Farmers & Merchants Trust Company
California
$206K -$15.6K 1 0.06% Reduced