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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
2751
PP
PrairieView Partners
Minnesota
$78K +$390 2 0.01% Increased
2752
VRM
Vectors Research Management
New York
$78K $0 2 0.02% Maintained
2753
DWA
Dorsey Wright & Associates
California
$77K +$32.8K 3 0.01% New
2754
VBCG
Valley Brook Capital Group
Pennsylvania
$76K +$67.3K 1 0.08% New
2755
1IA
1834 Investment Advisors
Wisconsin
$73K +$15.7K 3 0.01% Increased
2756
AIC
Ayalon Insurance Company
Israel
$73K $0 1 0.03% Maintained
2757
MCM
McMillion Capital Management
North Carolina
$71K +$62.6K 1 0.04% New
2758
CFN
Cordasco Financial Network
Florida
$70K $0 2 0.06% Maintained
2759
GM
GeoWealth Management
Illinois
$70K +$61.7K 1 0.01% New
2760
TI
Truehand Inc
New Hampshire
$70K $0 1 0.05% Maintained
2761
SMG
Spectrum Management Group
Indiana
$65K +$53.6K 2 0.01% Increased
2762
HDIM
Hanson & Doremus Investment Management
Vermont
$64K +$41.4K 1 0.02% Increased
2763
LF
Lee Financial
Texas
$63K $0 2 0.02% Maintained
2764
ICM
Islay Capital Management
Texas
$62K $0 4 0.06% Maintained
2765
CWP
Concord Wealth Partners
Virginia
$61K +$54K 2 0.05% New
2766
LWA
Lowe Wealth Advisors
Maryland
$60K +$52.8K 1 0.03% New
2767
NICM
Neo Ivy Capital Management
New York
$59K +$17.4K 1 0.07% Increased
2768
TJHA
Thomas J. Herzfeld Advisors
Florida
$58K -$22.4K 1 0.03% Reduced
2769
SSWG
Seven Springs Wealth Group
Tennessee
$57K $0 1 0.03% Maintained
2770
HFS
Horizon Financial Services
North Carolina
$56K $0 1 0.05% Maintained
2771
ONST
Old North State Trust
North Carolina
$55K -$58.6K 1 0.04% Reduced
2772
APWA
Atlas Private Wealth Advisors
New Jersey
$54K +$19.6K 3 0.04% Increased
2773
SGAM
Seaport Global Asset Management
New York
$52K +$52.6K 2 0.05% New
2774
GG
Gleason Group
Kentucky
$51K $0 1 0.02% Maintained
2775
HR
Howe & Rusling
New York
$48K +$17.9K 1 0.01% Increased