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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
2151
PAM
Paradigm Asset Management
New York
$168K $0 1 0.04% Maintained
2152
ITIM
Indiana Trust & Investment Management
Indiana
$168K -$5.46K 2 0.08% Reduced
2153
VNA
Valley National Advisers
Pennsylvania
$166K +$18.6K 6 0.03% Increased
2154
AT
Avalon Trust
New Mexico
$164K -$32.4K 1 0.02% Reduced
2155
PFG
Prosperity Financial Group
California
$161K +$70.9K 2 0.11% Increased
2156
WSCM
Wellington Shields Capital Management
New York
$160K +$22.9K 1 0.02% Increased
2157
RCM
Richardson Capital Management
Wisconsin
$159K +$85.7K 2 0.15% New
2158
PCM
PenderFund Capital Management
British Columbia, Canada
$158K +$88.2K 1 0.05% New
2159
SAG
Spotlight Asset Group
Illinois
$157K $0 4 0.14% Maintained
2160
AEPWM
Atlantic Edge Private Wealth Management
Florida
$155K +$103K 2 0.06% New
2161
BC
Broadwater Capital
Massachusetts
$152K +$137K 2 0.12% New
2162
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$152K -$124K 2 0.03% Reduced
2163
MHR
Matthew Hamilton Rosenberg
$152K -$29K 7 0.05% Reduced
2164
HI
Hoey Investments
Pennsylvania
$152K -$751K 6 0.04% Reduced
2165
FMN
Financial Management Network
California
$152K $0 1 0.04% Maintained
2166
MFG
Mendota Financial Group
Wisconsin
$152K -$1.32K 2 0.12% Reduced
2167
PPC
Park Place Capital
Alabama
$151K -$20.8K 2 0.06% Reduced
2168
TWM
TSA Wealth Management
Texas
$151K +$85K 1 0.07% New
2169
AGWCA
Annis Gardner Whiting Capital Advisors
Florida
$148K +$72.5K 1 0.07% Increased
2170
Delta Accumulation LLC
Delta Accumulation LLC
California
$148K $0 1 0.02% Maintained
2171
FPB
First PREMIER Bank
South Dakota
$148K -$25K 2 0.04% Reduced
2172
RMC
Resources Management Corp
Connecticut
$148K -$68.2K 1 0.02% Reduced
2173
AWM
Angeles Wealth Management
California
$148K $0 1 0.02% Maintained
2174
CCM
CAAS Capital Management
New York
$147K -$1.79M 1 0.02% Reduced
2175
GA
GoalVest Advisory
New York
$147K +$78.1K 1 0.06% Increased