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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
Bell Investment Advisors
Bell Investment Advisors
California
$84.9K +$11.4K 11 0.02% Increased
2777
WOC
West Oak Capital
California
$84.8K +$10.6K 7 0.03% Increased
2778
BCM
Birch Capital Management
Texas
$84.5K -$1.48K 1 0.04% Reduced
2779
POIA
Pin Oak Investment Advisors
Texas
$84K $0 3 0.08% Maintained
2780
VFM
Vision Financial Markets
Connecticut
$82.1K +$81.1K 3 0.09% New
2781
JPLA
Joseph P. Lucia & Associates
New York
$79.4K +$21.8K 1 0.04% New
2782
PP
Pacifica Partners
Canada
$79.1K -$2.69K 4 0.03% Reduced
2783
PAM
Parvin Asset Management
South Dakota
$79.1K +$82.1K 1 0.08% New
2784
HWP
Highline Wealth Partners
California
$79K +$6.77K 5 0.03% Increased
2785
MHIP
Mountain Hill Investment Partners
New Jersey
$77.5K +$76.3K 1 0.08% New
2786
CYG
Clean Yield Group
Vermont
$77.2K $0 3 0.02% Maintained
2787
FFWM
Future Financial Wealth Management
Ohio
$76.8K -$148K 1 0.06% Reduced
2788
PA
Pineridge Advisors
Missouri
$76.5K +$9.42K 7 0.03% Increased
2789
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$76.5K -$78K 1 0.05% Reduced
2790
Mattern Wealth Management
Mattern Wealth Management
Kansas
$76.1K +$125K 1 0.02% New
2791
RL
Rogco LP
Oklahoma
$73.8K $0 2 0.03% Maintained
2792
SN
Sittner & Nelson
Oregon
$73.2K $0 3 0.03% Maintained
2793
Blume Capital Management
Blume Capital Management
California
$73K $0 2 0.02% Maintained
2794
CMA
Cedar Mountain Advisors
Oregon
$72.6K -$5.02K 4 0.02% Reduced
2795
AdvisorShares Investments
AdvisorShares Investments
Maryland
$72.5K +$105K 1 0.01% New
2796
CFP
Comprehensive Financial Planning
Pennsylvania
$72.3K +$72.3K 3 0.06% New
2797
PC
Promethos Capital
Massachusetts
$71.3K +$70.2K 1 0.03% New
2798
MCC
Maiden Cove Capital
Maine
$71K +$19.5K 1 0.11% New
2799
DMKJ
David M. Knott Jr
$67.9K -$124K 1 0.02% Reduced
2800
ARS Investment Partners
ARS Investment Partners
New York
$67.9K +$12.9K 1 0.01% Increased