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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
2226
SA
SRH Advisors
Kansas
$57.6K $0 3 0.03% Maintained
2227
BIA
Bell Investment Advisors
California
$57.6K -$18.6K 7 0.01% Reduced
2228
HWM
HighMark Wealth Management
Minnesota
$56.9K -$16.9K 9 0.04% Reduced
2229
FWP
FAS Wealth Partners
Kansas
$56.3K $0 1 0.01% Maintained
2230
ICM
Ionic Capital Management
New York
$55.7K -$870K 1 0.02% Reduced
2231
SouthState Corp
SouthState Corp
Florida
$55.6K +$5.79K 3 0.01% Increased
2232
ME
McIlrath & Eck
Washington
$55.5K -$5.71K 3 0.01% Reduced
2233
ACM
Antonetti Capital Management
Florida
$54.7K -$3.57K 2 0.08% Reduced
2234
CAC
Core Alternative Capital
Georgia
$54.3K +$198 2 0.01% Increased
2235
AW
Avion Wealth
Texas
$54K +$49.7K 8 0.01% Increased
2236
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$53.3K -$23.9K 7 0% Reduced
2237
EBA
Eagle Bay Advisors
New York
$52.5K -$36.1K 2 0.03% Reduced
2238
EARNEST Partners
EARNEST Partners
Georgia
$51K -$4 2 0% Reduced
2239
SFG
Steward Financial Group
Texas
$51K +$11.8K 2 0.02% Increased
2240
TCM
Tradewinds Capital Management
Washington
$50.4K -$29.3K 13 0.02% Reduced
2241
AIP
Almanack Investment Partners
Pennsylvania
$50K $0 1 0.01% Maintained
2242
HB
Horizon Bancorp
Indiana
$50K $0 2 0.03% Maintained
2243
SAG
Spotlight Asset Group
Illinois
$49.8K +$48.6K 4 0.04% New
2244
ECM
Estabrook Capital Management
New York
$48.3K $0 2 0.01% Maintained
2245
USB
Union Savings Bank
Connecticut
$48.3K +$43.4K 1 0.03% New
2246
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$48K -$9.05M 2 0.03% Reduced
2247
EW
Evexia Wealth
Wisconsin
$48K +$6.45K 1 0.02% Increased
2248
UCB
United Community Bank
South Carolina
$47.7K $0 1 0.04% Maintained
2249
FWA
FSC Wealth Advisors
New York
$47.5K +$44K 2 0.04% Increased
2250
WOC
West Oak Capital
California
$47.3K $0 2 0.02% Maintained