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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
2701
DFG
Delta Financial Group
New Jersey
$136K -$10.3K 1 0.03% Reduced
2702
PBK
Peoples Bank (Kansas)
Kansas
$136K $0 3 0.09% Maintained
2703
FPB
First PREMIER Bank
South Dakota
$135K +$10.2K 3 0.03% Increased
2704
PFG
Prosperity Financial Group
California
$135K +$30.7K 2 0.07% Increased
2705
MFT
Moisand Fitzgerald Tamayo
Florida
$134K -$3.67K 4 0.02% Reduced
2706
ATFA
All Terrain Financial Advisors
Minnesota
$134K +$116K 1 0.04% New
2707
WH
Willner & Heller
California
$134K $0 1 0.12% Maintained
2708
RWM
Raffa Wealth Management
District of Columbia
$133K +$27.9K 4 0.03% Increased
2709
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$133K +$795 4 0.01% Increased
2710
AFM
Aspetuck Financial Management
Connecticut
$132K +$131K 4 0.1% New
2711
AWM
Avondale Wealth Management
Texas
$131K -$135K 2 0.08% Reduced
2712
AG
AmeriFlex Group
Nevada
$128K +$95.8K 4 0.06% New
2713
CWM
Copia Wealth Management
Oregon
$126K +$126K 5 0.12% New
2714
MFG
Mendota Financial Group
Wisconsin
$124K -$67.3K 1 0.08% Reduced
2715
SFCL
Strengthening Families & Communities LLC
Massachusetts
$122K -$129K 4 0.07% Reduced
2716
AIM
Archer Investment Management
Texas
$122K +$160K 1 0.08% New
2717
EPW
Evergreen Private Wealth
Colorado
$119K $0 2 0.06% Maintained
2718
OAJ
Ogorek Anthony Joseph
New York
$119K $0 1 0.04% Maintained
2719
FWM
FSA Wealth Management
Massachusetts
$118K $0 1 0.05% Maintained
2720
VNA
Valley National Advisers
Pennsylvania
$118K -$1.65K 3 0.02% Reduced
2721
OC
Oakworth Capital
Alabama
$118K -$39.6K 2 0.01% Reduced
2722
BWM
Bernard Wealth Management
Michigan
$118K +$115K 5 0.06% New
2723
CCG
Ceeto Capital Group
Florida
$117K +$115K 1 0.04% New
2724
AAG
Armstrong Advisory Group
Massachusetts
$116K +$41.8K 8 0.01% Increased
2725
MAS
MPWM Advisory Solutions
Georgia
$115K +$113K 5 0.08% New