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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
2476
TWD
True Wealth Design
Ohio
$22.9K +$23.7K 5 0.01% New
2477
TCM
TD Capital Management
Tennessee
$22.6K -$8K 2 0% Reduced
2478
JWM
Janiczek Wealth Management
Colorado
$22.6K -$81.4K 5 0.01% Reduced
2479
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$22.5K -$307K 2 0% Reduced
2480
MWM
Mascoma Wealth Management
New Hampshire
$22.4K -$2.72K 2 0.01% Reduced
2481
Advisory Alpha
Advisory Alpha
Michigan
$22.4K $0 1 0% Maintained
2482
MFS
Mirabella Financial Services
United Kingdom
$22.1K -$2.06M 1 0% Reduced
2483
IHWM
Iron Horse Wealth Management
Iowa
$22K +$3.74K 2 0.01% Increased
2484
ONST
Old North State Trust
North Carolina
$22K -$2K 2 0.01% Reduced
2485
CAC
Core Alternative Capital
Georgia
$21.9K -$48.2K 2 0% Reduced
2486
SWM
Sanctuary Wealth Management
Idaho
$21.8K +$25K 3 0.03% New
2487
GG
Gleason Group
Kentucky
$21.7K -$100K 2 0.01% Reduced
2488
CAM
Costello Asset Management
Pennsylvania
$21.7K $0 2 0.02% Maintained
2489
PPWM
PFG Private Wealth Management
Florida
$21K $0 2 0.01% Maintained
2490
RG
Retirement Group
California
$21K +$1.62K 6 0.01% Increased
2491
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$20.7K -$39.4K 1 0.02% Reduced
2492
TAM
Tucker Asset Management
Colorado
$20.6K -$4.53K 14 0.01% Reduced
2493
LS
Leelyn Smith
Illinois
$20.5K +$6.87K 3 0.01% Increased
2494
GGI
Godsey & Gibb Inc
Virginia
$20.1K +$14.2K 3 0% Increased
2495
DAC
Dividend Assets Capital
South Carolina
$20K -$12K 1 0% Reduced
2496
LWP
Lumature Wealth Partners
Georgia
$20K $0 2 0.01% Maintained
2497
TCWA
Ten Capital Wealth Advisors
Washington
$19.7K -$4.72K 4 0.01% Reduced
2498
FCAG
First Capital Advisors Group
New Jersey
$19.5K -$3K 1 0.01% Reduced
2499
LFA
Legend Financial Advisors
Pennsylvania
$18.8K -$410K 1 0.02% Reduced
2500
LWA
Lowe Wealth Advisors
Maryland
$17.9K -$2K 1 0.01% Reduced