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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
2376
SN
Sittner & Nelson
Oregon
$46K -$4.09K 4 0.02% Reduced
2377
SRCM
Signature Resources Capital Management
California
$45.1K $0 4 0.04% Maintained
2378
EL
EWA LLC
Pennsylvania
$44.1K -$37.2K 1 0.02% Reduced
2379
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$43.5K -$471 3 0% Reduced
2380
IIC
Integrated Investment Consultants
Michigan
$43.5K +$42.6K 1 0.01% New
2381
CSWM
Cassady Schiller Wealth Management
Ohio
$43.3K +$2.82K 3 0.02% Increased
2382
HFS
Horizon Financial Services
North Carolina
$43.2K +$38.8K 3 0.03% New
2383
PPWM
PFG Private Wealth Management
Florida
$43.2K $0 1 0.03% Maintained
2384
WPA
West Paces Advisors
Georgia
$42.7K -$5.83K 2 0.01% Reduced
2385
SWM
Sugarloaf Wealth Management
Georgia
$42.5K +$3.42K 3 0.01% Increased
2386
ECM
Estabrook Capital Management
New York
$42.4K $0 2 0.01% Maintained
2387
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K +$11.3K 6 0.02% Increased
2388
NIMI
Natixis Investment Managers International
France
$40.9K $0 1 0% Maintained
2389
CCA
Criterion Capital Advisors
Tennessee
$40.2K $0 1 0.03% Maintained
2390
EWP
Elevation Wealth Partners
California
$40.1K -$5.61K 3 0.02% Reduced
2391
Wolverine Asset Management
Wolverine Asset Management
Illinois
$40.1K -$9.91M 1 0% Reduced
2392
NC
NewSquare Capital
Pennsylvania
$39.9K -$1.66K 3 0% Reduced
2393
OCAM
Owl Creek Asset Management
New York
$39.8K $0 1 0% Maintained
2394
SCM
Silvant Capital Management
Georgia
$39.8K $0 1 0% Maintained
2395
RCG
Regatta Capital Group
California
$38.6K +$3.78K 1 0.01% Increased
2396
World Investment Advisors
World Investment Advisors
California
$38.5K +$28.9K 1 0.01% New
2397
PBF
Petix & Botte Financial
California
$38.2K -$41.4K 1 0.01% Reduced
2398
BFA
BBJS Financial Advisors
Washington
$38.1K -$31.9K 3 0.01% Reduced
2399
JWM
Janiczek Wealth Management
Colorado
$38.1K -$4.33K 5 0.01% Reduced
2400
GW&K Investment Management
GW&K Investment Management
Massachusetts
$38K +$921 2 0% Increased