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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
2776
MI
Markowski Investments
Florida
$73.8K +$80.5K 7 0.02% New
2777
JGCM
Joseph Group Capital Management
Ohio
$73.1K +$3.95K 4 0.02% Increased
2778
FG
Fairman Group
Pennsylvania
$73.1K $0 1 0.06% Maintained
2779
CFP
Comprehensive Financial Planning
Pennsylvania
$72.4K -$4.37K 5 0.04% Reduced
2780
ECM
Estabrook Capital Management
New York
$72.1K $0 2 0.01% Maintained
2781
CHC
City Holding Co
West Virginia
$71.3K +$7.93K 6 0.01% Increased
2782
CWP
Concord Wealth Partners
Virginia
$71.1K +$67.8K 17 0.01% New
2783
MSG
Main Street Group
Virginia
$71K +$2.96K 8 0.02% Increased
2784
PAMS
Pinpoint Asset Management (Singapore)
$70.1K +$41.1K 4 0.01% Increased
2785
HNWA
Henrickson Nauta Wealth Advisors
Michigan
$69.8K $0 1 0.02% Maintained
2786
DWM
Dogwood Wealth Management
Kansas
$68.7K +$8.1K 10 0.03% Increased
2787
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$68.7K +$1.68K 1 0% Increased
2788
AIS
Advocate Investing Services
Maryland
$68.2K +$18.2K 6 0.05% Increased
2789
BL
BFSG LLC
California
$67.6K -$2.49K 5 0.01% Reduced
2790
RWM
Raffa Wealth Management
District of Columbia
$67.5K +$3.01K 10 0.01% Increased
2791
PCTC
Perkins Coie Trust Company
Washington
$66.6K $0 2 0.01% Maintained
2792
AP
Aspect Partners
Virginia
$66K +$7.75K 10 0.02% Increased
2793
PS
Planning Strategies
Pennsylvania
$65.4K +$71.2K 11 0.04% New
2794
DAM
Delta Asset Management
Tennessee
$64.8K -$50.7K 3 0.01% Reduced
2795
TFA
Toth Financial Advisory
Virginia
$64.8K -$585K 6 0.01% Reduced
2796
HHCP
Hilton Head Capital Partners
South Carolina
$63.8K +$7.54K 9 0.03% Increased
2797
MP
McDonald Partners
Ohio
$63.5K +$67.1K 7 0.02% New
2798
BFS
Burkett Financial Services
South Carolina
$63.3K $0 4 0.02% Maintained
2799
RIAS
Rachor Investment Advisory Services
Michigan
$63.1K -$27.5K 3 0.03% Reduced
2800
HI
Hoey Investments
Pennsylvania
$62.7K -$47.8K 8 0.01% Reduced