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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
2626
FFG
Frisch Financial Group
New York
$278K +$287K 1 0.09% New
2627
JAG
Journey Advisory Group
Kentucky
$277K +$56.6K 1 0.1% Increased
2628
SGK
Steigerwald Gordon & Koch
Virginia
$277K -$12.6K 1 0.05% Reduced
2629
NFG
Norris Financial Group
South Carolina
$277K -$65.5K 1 0.2% Reduced
2630
BMWM
Brown Miller Wealth Management
Virginia
$275K +$8.08K 1 0.19% Increased
2631
BAM
Berkshire Asset Management
Pennsylvania
$273K -$2.52K 1 0.02% Reduced
2632
PWM
PRW Wealth Management
Massachusetts
$272K +$60.2K 1 0.13% Increased
2633
RWI
Red Wave Investments
Pennsylvania
$272K +$28.8K 1 0.11% Increased
2634
SFG
Sowa Financial Group
Rhode Island
$272K +$178K 1 0.19% Increased
2635
Summit Trail Advisors
Summit Trail Advisors
New York
$272K +$40.1K 1 0.03% Increased
2636
CFA
Camarda Financial Advisors
Florida
$271K +$280K 1 0.19% New
2637
FRM
Fox Run Management
Connecticut
$271K +$282K 1 0.49% New
2638
RWA
River Wealth Advisors
Pennsylvania
$271K +$17.7K 1 0.05% Increased
2639
ACA
Affinity Capital Advisors
California
$270K -$15.2K 1 0.1% Reduced
2640
AMM
American Money Management
California
$269K -$5.05K 1 0.1% Reduced
2641
Context Capital Management
Context Capital Management
California
$269K -$3.05M 1 0.03% Reduced
2642
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$269K -$50.2K 1 0.01% Reduced
2643
DI
DAGCO Inc
Ohio
$269K -$291K 1 0.13% Reduced
2644
ESBC
E.S. Barr & Co
Kentucky
$269K +$279K 1 0.02% New
2645
JWM
Jeppson Wealth Management
California
$269K +$13.6K 1 0.16% Increased
2646
BMM
Buffington Mohr McNeal
Idaho
$268K +$1.26K 1 0.06% Increased
2647
VIM
Vista Investment Management
Pennsylvania
$268K -$2.78K 1 0.17% Reduced
2648
WC
Weil Company
California
$268K -$417K 1 0.15% Reduced
2649
AG
AlphaSimPlex Group
Massachusetts
$267K +$275K 1 0.11% New
2650
DE
Day & Ennis
Georgia
$265K -$44.9K 1 0.1% Reduced