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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
2876
TCM
TD Capital Management
Tennessee
$34.6K +$1.51K 1 0% Increased
2877
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K $0 1 0.01% Maintained
2878
HCM
Horrell Capital Management
Arkansas
$34K +$32.8K 4 0.01% Increased
2879
PPWM
PFG Private Wealth Management
Florida
$33.8K +$10.3K 3 0.02% Increased
2880
CAM
Creekmur Asset Management
Illinois
$33K -$2.22K 6 0.01% Reduced
2881
SIC
Sigma Investment Counselors
Michigan
$32.8K -$2.59K 1 0% Reduced
2882
CIAS
CBIZ Investment Advisory Services
Ohio
$32K -$9.39K 4 0% Reduced
2883
BWM
Bullock Wealth Management
Indiana
$31.1K +$8.47K 5 0.02% Increased
2884
CWM
C2C Wealth Management
Arizona
$30.6K +$5.03K 1 0.03% Increased
2885
ECM
EMC Capital Management
Texas
$30K -$761K 1 0.02% Reduced
2886
SC
Solstein Capital
California
$29K $0 1 0.02% Maintained
2887
PRTG
Post Resch Tallon Group
New York
$28.7K +$30.6K 1 0.03% New
2888
TKP
Tallon Kerry Patrick
$28.7K +$30.6K 1 0.03% New
2889
PFA
Pathway Financial Advisers
Indiana
$28.3K +$9.91K 2 0.01% Increased
2890
NMG
New Millennium Group
Utah
$28.2K +$2.02K 2 0.02% Increased
2891
NECFA
New England Capital Financial Advisors
Connecticut
$27.7K +$4.91K 3 0.01% Increased
2892
NC
NewSquare Capital
Pennsylvania
$27.5K +$14.8K 2 0% Increased
2893
RCA
Runnymede Capital Advisors
Ohio
$26.9K +$27.1K 3 0.02% New
2894
HI
Human Investing
Oregon
$26.6K +$25.7K 1 0% New
2895
BOCH
Blue Owl Capital Holdings
New York
$25.7K +$26.1K 1 0.01% Increased
2896
CD
Chapin Davis
Maryland
$25.6K $0 1 0.01% Maintained
2897
AAG
Accordant Advisory Group
Maryland
$25.6K $0 1 0.02% Maintained
2898
FMB
Field & Main Bank
Kentucky
$25.6K $0 1 0.01% Maintained
2899
BL
BFSG LLC
California
$24.6K +$1.3K 4 0% Increased
2900
MWM
Mascoma Wealth Management
New Hampshire
$24.4K $0 2 0.01% Maintained