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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
2851
ACA
American Capital Advisory
Idaho
$44.9K +$8.62K 13 0.02% Increased
2852
GTAM
Global Trust Asset Management
Florida
$44.8K -$27.5K 2 0.01% Reduced
2853
CA
Centerpoint Advisors
Massachusetts
$44K -$30.3K 4 0.01% Reduced
2854
BFP
Birchwood Financial Partners
Minnesota
$43.9K +$127 3 0.04% Increased
2855
SGK
Steigerwald Gordon & Koch
Virginia
$43.5K -$85.4K 5 0% Reduced
2856
ASCM
Adkins Seale Capital Management
Louisiana
$41.5K $0 1 0.04% Maintained
2857
OAG
Oakmont Advisory Group
New Mexico
$41.5K +$51.9K 4 0.03% New
2858
WB
Webster Bank
Connecticut
$41.4K -$10.1K 4 0% Reduced
2859
BCM
Boreal Capital Management
Florida
$41.2K -$1.9M 5 0.03% Reduced
2860
HIW
Holos Integrated Wealth
Pennsylvania
$41.1K $0 4 0.02% Maintained
2861
IRAG
Investment Research & Advisory Group
Georgia
$40.8K $0 3 0.01% Maintained
2862
CIA
Cape Investment Advisory
Georgia
$40.8K +$48.1K 7 0.01% New
2863
EF
Entrust Financial
Pennsylvania
$40.7K $0 2 0.03% Maintained
2864
CIEC
Crédit Industriel et Commercial
France
$40.7K -$1.05M 1 0% Reduced
2865
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$40K +$35.5K 1 0% New
2866
GSC
Ground Swell Capital
South Carolina
$40K -$121K 3 0.04% Reduced
2867
BFS
Bare Financial Services
Pennsylvania
$39.6K +$681 13 0.01% Increased
2868
GPFA
Game Plan Financial Advisors
Ohio
$39.3K +$38.1K 7 0.01% Increased
2869
CB
Community Bank
New York
$38.9K $0 3 0% Maintained
2870
JGIA
Jackson Grant Investment Advisers
Connecticut
$38.9K +$1.76K 2 0.01% Increased
2871
PWM
Peterson Wealth Management
Nevada
$38.8K -$23.4K 3 0.02% Reduced
2872
MFG
Mizuho Financial Group
Japan
$38.8K +$35.9K 1 0.33% New
2873
FNWA
Financial Network Wealth Advisors
Utah
$38.6K -$6.98K 7 0.04% Reduced
2874
BMCM
Burns Matteson Capital Management
New York
$38.3K +$40.3K 1 0.01% New
2875
HCA
Harbor Capital Advisors
Illinois
$38K -$3.9K 1 0% Reduced