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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
MWC
MBM Wealth Consultants
Missouri
$190K +$23.7K 1 0.1% Increased
2777
RMC
Resources Management Corp
Connecticut
$190K +$53.3K 2 0.03% Increased
2778
EARNEST Partners
EARNEST Partners
Georgia
$188K $0 3 0% Maintained
2779
BMD
Better Money Decisions
New Mexico
$183K +$185K 3 0.19% New
2780
TLCM
Twin Lakes Capital Management
California
$181K +$187K 1 0.11% New
2781
HFM
Hartford Financial Management
Connecticut
$179K +$12.1K 3 0.04% Increased
2782
JWBC
John W. Brooker & Co
California
$176K +$51.8K 2 0.11% Increased
2783
MWA
Moser Wealth Advisors
Washington
$176K +$37.9K 1 0.12% Increased
2784
BA
Bellwether Advisors
Nebraska
$172K +$18.2K 3 0.07% Increased
2785
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$171K +$8.84K 1 0.01% Increased
2786
MFT
Moisand Fitzgerald Tamayo
Florida
$168K -$7.8K 3 0.07% Reduced
2787
Magellan Asset Management
Magellan Asset Management
Australia
$165K -$30K 1 0% Reduced
2788
KFI
Key Financial Inc
Pennsylvania
$164K +$41.7K 2 0.11% Increased
2789
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$160K -$11.3M 3 0% Reduced
2790
SWP
ShoreHaven Wealth Partners
New Jersey
$159K -$35.4K 2 0.09% Reduced
2791
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$155K +$23.4K 2 0.23% Increased
2792
SWG
Summit Wealth Group
Vermont
$154K +$160K 1 0.25% New
2793
SL
Savior LLC
Massachusetts
$152K +$11.6K 5 0.15% Increased
2794
AFS
Annapolis Financial Services
Maryland
$150K +$57K 4 0.05% Increased
2795
PK
Pflug Koory
Nebraska
$150K -$5.05K 2 0.08% Reduced
2796
JWM
Janiczek Wealth Management
Colorado
$148K +$42.4K 4 0.06% Increased
2797
SN
Sittner & Nelson
Oregon
$148K $0 1 0.11% Maintained
2798
AL
ADE LLC
Maryland
$143K -$1K 2 0.14% Reduced
2799
JFA
JNBA Financial Advisors
Minnesota
$139K -$84.1K 2 0.02% Reduced
2800
CAC
Core Alternative Capital
Georgia
$135K -$117K 1 0.04% Reduced