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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
2326
SWA
Sutton Wealth Advisors
Florida
$55.1K -$347K 6 0.03% Reduced
2327
ECM
Estabrook Capital Management
New York
$55K $0 2 0.01% Maintained
2328
UCB
United Community Bank
South Carolina
$54.3K $0 1 0.05% Maintained
2329
SouthState Corp
SouthState Corp
Florida
$54K -$17.3K 3 0% Reduced
2330
CWM
CarsonAllaria Wealth Management
Illinois
$53.9K +$2.08K 4 0.05% Increased
2331
WOC
West Oak Capital
California
$53.9K +$11.2K 2 0.03% Increased
2332
WPA
West Paces Advisors
Georgia
$53.2K +$2.23K 2 0.02% Increased
2333
SAM
Silverhawk Asset Management
Arizona
$52.4K $0 1 0.04% Maintained
2334
NIMI
Natixis Investment Managers International
France
$52.4K -$915K 1 0% Reduced
2335
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$52.2K -$15.6K 1 0% Reduced
2336
PP
PrairieView Partners
Minnesota
$52K $0 6 0.01% Maintained
2337
FWP
FAS Wealth Partners
Kansas
$51.3K +$14.7K 1 0.01% Increased
2338
TF
TimeScale Financial
Massachusetts
$49.8K -$4.9K 6 0.01% Reduced
2339
VCM
Vigilant Capital Management
Maine
$49K $0 1 0% Maintained
2340
JFA
JNBA Financial Advisors
Minnesota
$47.7K $0 4 0.01% Maintained
2341
TLCM
Twin Lakes Capital Management
California
$46.6K $0 1 0.03% Maintained
2342
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.4K -$4.21K 7 0.01% Reduced
2343
RA
Rational Advisors
New York
$45.3K -$614K 1 0% Reduced
2344
BC
Barrett & Company
Rhode Island
$44.4K -$149K 5 0.03% Reduced
2345
OIA
Optimum Investment Advisors
Illinois
$44.3K -$36.7K 3 0.02% Reduced
2346
CIA
Cape Investment Advisory
Georgia
$43.3K +$41.9K 5 0.03% New
2347
NL
NWAM LLC
Washington
$43K -$2.27M 1 0% Reduced
2348
PWM
Praetorian Wealth Management
California
$43K $0 1 0.01% Maintained
2349
SFG
Steward Financial Group
Texas
$43K -$4.75K 3 0.01% Reduced
2350
TJHA
Thomas J. Herzfeld Advisors
Florida
$41.9K +$42.5K 1 0.02% New