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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
2501
FWA
FSC Wealth Advisors
New York
$22.2K +$13.4K 2 0.02% Increased
2502
PAM
Paradigm Asset Management
New York
$22.2K $0 1 0.01% Maintained
2503
TAM
Tealwood Asset Management
Minnesota
$22K +$19.4K 1 0.01% New
2504
GWP
Gen-Wealth Partners
Michigan
$21.7K -$73K 4 0.01% Reduced
2505
FC
Fairscale Capital
New Hampshire
$21.6K -$2.81K 2 0.02% Reduced
2506
JGIA
Jackson Grant Investment Advisers
Connecticut
$21.3K +$1.49K 2 0.01% Increased
2507
SC
Swan Capital
Florida
$21.2K -$7.72K 9 0.01% Reduced
2508
FGC
Financial Gravity Companies
Texas
$21K +$22.4K 4 0.01% New
2509
GXJ
Global X Japan
Japan
$20.9K +$7.49K 1 0% Increased
2510
AWM
Accel Wealth Management
Iowa
$20.1K -$737 1 0.01% Reduced
2511
CWM
Compass Wealth Management
Connecticut
$19.5K $0 1 0% Maintained
2512
PCC
Park Circle Company
Maryland
$19.5K $0 1 0.02% Maintained
2513
MWM
Mascoma Wealth Management
New Hampshire
$19.3K $0 2 0% Maintained
2514
NECFA
New England Capital Financial Advisors
Connecticut
$18.7K -$4.97K 2 0.01% Reduced
2515
CFA
Cahill Financial Advisors
Minnesota
$18.4K $0 1 0% Maintained
2516
HWMO
Heritage Wealth Management (Ohio)
Ohio
$18.3K +$15K 1 0.01% New
2517
NA
Nordwand Advisors
Pennsylvania
$17.8K $0 2 0% Maintained
2518
GGI
Godsey & Gibb Inc
Virginia
$17.8K $0 3 0% Maintained
2519
DP
Denver PWM
Colorado
$17.5K -$68K 1 0.01% Reduced
2520
CSWM
Cassady Schiller Wealth Management
Ohio
$17.4K $0 3 0.01% Maintained
2521
PFA
Pathway Financial Advisers
Indiana
$17.1K +$712K 2 0.01% Increased
2522
BWM
Bullock Wealth Management
Indiana
$17.1K -$904 6 0.01% Reduced
2523
FCT
First Community Trust
Iowa
$16.9K $0 1 0.01% Maintained
2524
ACA
American Capital Advisory
Idaho
$16.5K +$2.18K 2 0.01% Increased
2525
DFA
DHJJ Financial Advisors
Illinois
$16.5K +$118 4 0.01% Increased