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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
FA
Fermata Advisors
California
$255K +$231K 1 0.15% New
2852
FA
Financial Advisors
Massachusetts
$255K $0 1 0.09% Maintained
2853
JWBC
John W. Brooker & Co
California
$255K +$51.9K 3 0.15% Increased
2854
CWM
Chesapeake Wealth Management
Virginia
$253K $0 1 0.08% Maintained
2855
CC
Cipher Capital
New York
$253K -$2.75M 1 0.14% Reduced
2856
TI
Telemetry Investments
New York
$253K +$260K 1 0.35% New
2857
Truepoint Inc
Truepoint Inc
Ohio
$253K +$260K 1 0.01% New
2858
AFM
Andesa Financial Management
Pennsylvania
$252K +$228K 1 0.08% New
2859
CWM
CCG Wealth Management
California
$251K -$6.6K 1 0.2% Reduced
2860
QC
QCM Cayman
Texas
$251K +$204K 1 0.65% New
2861
GCM
Granby Capital Management
Florida
$249K +$251K 1 0.18% New
2862
QGA
Q Global Advisors
Texas
$249K +$251K 1 0.17% New
2863
WAS
Wealth Advisory Solutions
Indiana
$249K +$237K 1 0.06% New
2864
LA
Legacy Advisors
Pennsylvania
$248K +$225K 1 0.1% New
2865
KM
Kalos Management
Georgia
$247K -$14K 1 0.1% Reduced
2866
TFA
Toth Financial Advisory
Virginia
$247K -$108K 11 0.04% Reduced
2867
APA
Allegiant Private Advisors
Florida
$246K +$223K 1 0.04% New
2868
LIA
LBMC Investment Advisors
Tennessee
$246K -$4.49K 1 0.02% Reduced
2869
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$244K +$250K 1 0.05% New
2870
SFG
Sowa Financial Group
Rhode Island
$243K +$48.2K 1 0.18% Increased
2871
LAM
L2 Asset Management
Massachusetts
$241K +$218K 1 0.22% New
2872
BCPWM
Bradley & Co Private Wealth Management
Florida
$240K $0 1 0.21% Maintained
2873
FNWM
Financial Network Wealth Management
Utah
$240K $0 1 0.14% Maintained
2874
NPP
New Potomac Partners
Maryland
$240K +$218K 1 0.16% New
2875
AWM
Altus Wealth Management
Kentucky
$239K +$9.28K 1 0.15% Increased