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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
WI
Westbourne Investments
Virginia
$204K +$183K 1 0.11% New
2777
JAG
Journey Advisory Group
Kentucky
$203K +$183K 1 0.02% New
2778
NAS
NWF Advisory Services
California
$203K +$136K 1 0.02% New
2779
MSS
Mitchell Sinkler & Starr
Pennsylvania
$203K +$187K 1 0.1% New
2780
KIA
KCM Investment Advisors
California
$203K -$307K 1 0.01% Reduced
2781
First National Trust
First National Trust
Pennsylvania
$202K +$187K 1 0.01% New
2782
BDWCC
B&D White Capital Company
Texas
$202K +$182K 1 0.03% New
2783
WCM
Whitener Capital Management
North Carolina
$202K -$182K 1 0.05% Reduced
2784
EAM
Eschler Asset Management
United Kingdom
$202K -$216K 1 0.15% Reduced
2785
SB
Simmons Bank
Arkansas
$201K -$1.93M 1 0.01% Reduced
2786
TCM
Teza Capital Management
Illinois
$201K -$1.05M 1 0.15% Reduced
2787
SA
SAM Advisors
California
$200K +$181K 1 0.07% New
2788
CA
Cornerstone Advisory
Maryland
$200K +$184K 1 0.02% New
2789
CP
Castleview Partners
Texas
$197K +$110K 1 0.13% New
2790
CIS
Connors Investor Services
Pennsylvania
$197K +$48.6K 1 0.02% Increased
2791
CA
Crewe Advisors
Utah
$197K -$33.4K 7 0.03% Reduced
2792
Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors
Colorado
$193K +$155K 1 0.19% New
2793
Cannell & Spears
Cannell & Spears
New York
$190K +$218K 1 0% New
2794
RFG
REAP Financial Group
Texas
$188K +$9.43K 6 0.04% Increased
2795
PWMA
Pension & Wealth Management Advisors
Massachusetts
$187K +$165K 3 0.06% Increased
2796
BWM
Bernard Wealth Management
Michigan
$184K +$30K 6 0.09% Increased
2797
MM
Main Management
California
$177K $0 2 0.01% Maintained
2798
CI
CAZ Investments
Texas
$177K +$93.1K 1 1% Increased
2799
GEA
Glen Eagle Advisors
New Jersey
$175K -$57.9K 9 0.03% Reduced
2800
S
Sachetta
Massachusetts
$175K +$5.34K 5 0.07% Increased