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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
2526
PP
PFS Partners
New Jersey
$11.9K -$323 4 0.01% Reduced
2527
HNWAG
High Net Worth Advisory Group
Florida
$11.9K -$5.86K 3 0% Reduced
2528
WOSD
WFA of San Diego
California
$11.3K +$12.8K 3 0.01% New
2529
BAM
Baldrige Asset Management
Pennsylvania
$11K -$4.52K 2 0% Reduced
2530
DCBT
Dakota Community Bank & Trust
North Dakota
$11K -$25.2K 1 0.06% Reduced
2531
HFS
HBC Financial Services
Washington
$11K +$247 3 0.01% Increased
2532
JMF
Johnson Midwest Financial
Iowa
$11K -$87.1K 5 0.04% Reduced
2533
SIA
SkyView Investment Advisors
New Jersey
$11K $0 1 0% Maintained
2534
BAM
Bellevue Asset Management
Washington
$10.7K -$123 3 0.01% Reduced
2535
WI
WJ Interests
Texas
$10.6K +$15.3K 1 0.01% New
2536
CHA
Carmichael Hill & Associates
Maryland
$10.5K -$36.9K 4 0.01% Reduced
2537
MCA
Maryland Capital Advisors
Maryland
$10.4K -$16K 1 0.01% Reduced
2538
KPWG
KFA Private Wealth Group
Virginia
$10.3K +$1.51K 1 0.01% Increased
2539
AW
Avion Wealth
Texas
$10K $0 3 0% Maintained
2540
ARS
Adirondack Retirement Specialists
New York
$9.69K -$1.84M 1 0.01% Reduced
2541
PSCM
Per Stirling Capital Management
Texas
$9.68K +$14.4K 1 0% New
2542
3F
360 Financial
Minnesota
$9.29K $0 1 0.01% Maintained
2543
ICM
Islay Capital Management
Texas
$9.01K $0 2 0.01% Maintained
2544
PS
PayPay Securities
Japan
$8.94K +$10.7K 4 0.6% New
2545
Valmark Advisers
Valmark Advisers
Ohio
$8.81K -$424K 1 0% Reduced
2546
LG
LAM Group
Oregon
$8.79K +$8.89K 3 0.01% New
2547
CMA
Cedar Mountain Advisors
Oregon
$8.35K $0 2 0% Maintained
2548
JGIA
Jackson Grant Investment Advisers
Connecticut
$7.93K $0 1 0% Maintained
2549
CBT
CoreFirst Bank & Trust
Kansas
$7.76K -$1.52K 1 0.01% Reduced
2550
PFG
Piershale Financial Group
Illinois
$7.7K +$8.1K 3 0.01% New