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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
TCM
TD Capital Management
Tennessee
$46K $0 1 0.01% Maintained
2777
MLFP
MPS Loria Financial Planners
Illinois
$45K +$39.8K 2 0.02% New
2778
KFS
Kelly Financial Services
Massachusetts
$44.4K +$25.5K 3 0.03% Increased
2779
FFA
Freedman Financial Associates
Massachusetts
$44K +$39K 1 0.04% New
2780
IR
Invictus RG
Bermuda
$44K -$330K 1 0.45% Reduced
2781
LAS
Lloyd Advisory Services
Georgia
$42K $0 1 0.02% Maintained
2782
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$40K +$2.13K 1 0.01% Increased
2783
CHA
Carmichael Hill & Associates
Maryland
$38K +$13.5K 2 0.02% Increased
2784
M
Mirova
France
$38K -$58.9K 1 0% Reduced
2785
ZCM
Zebra Capital Management
Connecticut
$38K $0 1 0.05% Maintained
2786
SJIM
St. Johns Investment Management
Florida
$37K +$18.6K 2 0.02% Increased
2787
COCM
Charter Oak Capital Management
New Hampshire
$36K +$34.4K 4 0.01% New
2788
AWM
Avondale Wealth Management
Texas
$35K $0 1 0.04% Maintained
2789
GSAM
Grant Street Asset Management
Pennsylvania
$35K +$31.1K 1 0.02% New
2790
MAM
McCarthy Asset Management
California
$33K +$28.7K 2 0.03% New
2791
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$32K $0 1 0.02% Maintained
2792
BAMG
Brand Asset Management Group
Missouri
$30K -$106K 1 0.02% Reduced
2793
RBC
Roble Belko & Company
Pennsylvania
$30K +$4.51K 2 0.01% Increased
2794
PH
Pinnacle Holdings
Oklahoma
$29.3K +$5.18K 1 0.02% Increased
2795
SFG
Sowa Financial Group
Rhode Island
$29K $0 1 0.02% Maintained
2796
CFFP
Center for Financial Planning
Michigan
$26K $0 1 0.01% Maintained
2797
FPW
Flagship Private Wealth
Massachusetts
$25.5K +$8.49K 2 0.02% New
2798
RFWA
RPg Family Wealth Advisory
Massachusetts
$23.4K $0 1 0.01% Maintained
2799
APW
Acima Private Wealth
Virginia
$23K $0 1 0.01% Maintained
2800
BC
Barnett & Company
Tennessee
$23K -$7.25K 1 0.01% Reduced