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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
2726
PP
PFS Partners
New Jersey
$114K $0 5 0.06% Maintained
2727
HCM
Hodges Capital Management
Texas
$113K +$64.5K 1 0.01% Increased
2728
IWP
IAG Wealth Partners
Wisconsin
$113K +$67.4K 4 0.02% Increased
2729
RCM
Richardson Capital Management
Wisconsin
$113K $0 1 0.07% Maintained
2730
GPFA
Game Plan Financial Advisors
Ohio
$113K +$121K 4 0.05% Increased
2731
BA
Bard Associates
Illinois
$112K -$12.5K 1 0.04% Reduced
2732
SC
Schubert & Co
Texas
$112K $0 1 0.08% Maintained
2733
IW
Instrumental Wealth
Florida
$112K $0 1 0.11% Maintained
2734
AA
Addison Advisors
Vermont
$111K -$4.51K 4 0.03% Reduced
2735
RFG
REAP Financial Group
Texas
$111K -$4.09K 6 0.03% Reduced
2736
BTC
Bank & Trust Company
Illinois
$111K -$4.2K 1 0.09% Reduced
2737
MSG
Main Street Group
Virginia
$109K -$24.2K 7 0.04% Reduced
2738
HP
Haven Private
Florida
$108K +$142K 1 0.06% New
2739
FIA
FPC Investment Advisory
California
$107K -$188K 2 0.08% Reduced
2740
PWMG
Private Wealth Management Group
New Jersey
$107K +$3.92K 9 0.04% Increased
2741
OR
Olympiad Research
Connecticut
$107K -$142K 1 0.11% Reduced
2742
CMP
Coston McIsaac & Partners
Maine
$106K -$241K 6 0.03% Reduced
2743
M
MOTCO
Texas
$106K -$1.31K 2 0.01% Reduced
2744
WI
Wintrust Investments
Illinois
$104K -$53.4K 1 0.09% Reduced
2745
PWMG
Prestige Wealth Management Group
New Jersey
$104K +$29.2K 6 0.02% Increased
2746
CA
Crewe Advisors
Utah
$104K -$23.7K 6 0.01% Reduced
2747
GBT
Grove Bank & Trust
Florida
$104K +$3.03K 3 0.01% Increased
2748
API
Asset Planning Inc
California
$103K +$101K 5 0.08% New
2749
CAWM
Capital A Wealth Management
Pennsylvania
$103K +$99.1K 8 0.17% New
2750
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$102K +$2.56K 3 0.02% Increased