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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
2826
HNB
Hilltop National Bank
Wyoming
$146K +$104K 5 0.04% New
2827
M
MOTCO
Texas
$145K -$3.83K 2 0.01% Reduced
2828
PWAM
Private Wealth Asset Management
Iowa
$144K +$65K 6 0.02% Increased
2829
SIM
Seaview Investment Managers
Florida
$142K +$25.8K 1 0.03% Increased
2830
VNA
Valley National Advisers
Pennsylvania
$142K +$6.46K 5 0.02% Increased
2831
CWM
Copia Wealth Management
Oregon
$140K -$14.2K 5 0.12% Reduced
2832
BIA
Bell Investment Advisors
California
$139K +$2.71K 9 0.02% Increased
2833
SC
Steph & Co
Wisconsin
$138K -$58.6K 2 0.04% Reduced
2834
DCBT
Dakota Community Bank & Trust
North Dakota
$137K +$10.1K 1 0.61% Increased
2835
NC
NewSquare Capital
Pennsylvania
$136K +$70.7K 6 0.01% Increased
2836
PFG
Prosperity Financial Group
California
$136K $0 1 0.06% Maintained
2837
OAJ
Ogorek Anthony Joseph
New York
$135K +$19.3K 3 0.04% Increased
2838
HP
Haven Private
Florida
$134K +$3.74K 1 0.06% Increased
2839
MFA
Millington Financial Advisors
Illinois
$134K +$173K 1 0.07% New
2840
PCFFS
Pacific Center for Financial Services
California
$134K $0 3 0.04% Maintained
2841
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$133K -$211K 2 0% Reduced
2842
BONH
Bank of New Hampshire
New Hampshire
$133K -$9.6K 4 0.03% Reduced
2843
TLA
Tanglewood Legacy Advisors
Texas
$132K $0 4 0.05% Maintained
2844
CIA
Cape Investment Advisory
Georgia
$132K +$6.52K 6 0.05% Increased
2845
WCM
WealthTrak Capital Management
Virginia
$131K +$12K 10 0.11% Increased
2846
JWM
Jupiter Wealth Management
Colorado
$130K +$71K 1 0.07% New
2847
PSCM
Per Stirling Capital Management
Texas
$129K +$97.1K 1 0.02% New
2848
FCT
First Community Trust
Iowa
$128K +$71K 2 0.1% Increased
2849
HCP
Hardin Capital Partners
South Carolina
$127K $0 1 0.07% Maintained
2850
AWP
Ascent Wealth Partners
New York
$127K +$95.2K 1 0.02% New