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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
BA
Bard Associates
Illinois
$111K -$20K 1 0.04% Reduced
2327
CWM
CarsonAllaria Wealth Management
Illinois
$111K +$9.87K 9 0.06% Increased
2328
NIC
Northwest Investment Counselors
Oregon
$110K +$101K 4 0.02% New
2329
OAJ
Ogorek Anthony Joseph
New York
$109K -$6K 1 0.04% Reduced
2330
RCM
Richardson Capital Management
Wisconsin
$109K $0 1 0.08% Maintained
2331
EPW
Evergreen Private Wealth
Colorado
$109K +$803 2 0.05% Increased
2332
FWM
FSA Wealth Management
Massachusetts
$108K +$92.8K 1 0.04% New
2333
FPB
First PREMIER Bank
South Dakota
$108K -$29K 2 0.03% Reduced
2334
PFG
Prosperity Financial Group
California
$106K $0 1 0.06% Maintained
2335
BTC
Bank & Trust Company
Illinois
$105K -$2.74K 1 0.09% Reduced
2336
CA
Crewe Advisors
Utah
$104K -$114K 4 0.01% Reduced
2337
PIM
Platinum Investment Management
Australia
$103K +$87.9K 1 0% New
2338
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$102K +$25.4K 3 0% Increased
2339
CCB
Country Club Bank
Missouri
$101K $0 1 0.01% Maintained
2340
Saba Capital Management
Saba Capital Management
New York
$101K -$4.69M 1 0% Reduced
2341
EWM
Evermay Wealth Management
Virginia
$99.4K +$4.18K 4 0.02% Increased
2342
GC
GMT Capital
Georgia
$99.4K $0 1 0% Maintained
2343
MSG
Main Street Group
Virginia
$97.3K +$2.08K 7 0.04% Increased
2344
Munro Partners
Munro Partners
Australia
$97K +$105K 1 0% New
2345
WH
Whitcomb & Hess
Ohio
$96.6K +$105K 1 0.03% New
2346
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$96.5K -$52.8K 6 0.03% Reduced
2347
FMP
Financial Management Professionals
Texas
$96K +$16.3K 7 0.01% Increased
2348
VNA
Valley National Advisers
Pennsylvania
$96K -$70.8K 4 0.02% Reduced
2349
FWM
Focused Wealth Management
New York
$96K -$143K 1 0.01% Reduced
2350
SIM
Seaview Investment Managers
Florida
$93.4K -$387K 1 0.03% Reduced