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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
2901
NFG
Northeast Financial Group
Pennsylvania
$219K +$3.85K 1 0.14% Increased
2902
Apella Capital
Apella Capital
Connecticut
$219K -$56.2K 1 0.03% Reduced
2903
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$219K $0 1 0.05% Maintained
2904
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$219K -$170K 1 0.2% Reduced
2905
SWIG
Strategic Wealth Investment Group
Kentucky
$219K -$35.7K 1 0.07% Reduced
2906
FNB
Farmers National Bank
Kentucky
$218K +$264K 1 0.09% New
2907
FCC
Florin Court Capital
United Kingdom
$218K -$267K 1 0.21% Reduced
2908
PWAG
Polaris Wealth Advisory Group
California
$218K -$9.53M 1 0.01% Reduced
2909
SFG
Sowa Financial Group
Rhode Island
$218K +$66K 1 0.14% Increased
2910
ACM
Avalon Capital Management
California
$216K +$236K 1 0.12% New
2911
DP
Dearborn Partners
Illinois
$216K -$68.1K 1 0.01% Reduced
2912
NPP
New Potomac Partners
Maryland
$215K $0 1 0.15% Maintained
2913
BFWA
Benchmark Financial Wealth Advisors
Florida
$214K +$31.2K 1 0.1% Increased
2914
BCPWM
Bradley & Co Private Wealth Management
Florida
$214K $0 1 0.18% Maintained
2915
HJIM
Henry James International Management
New York
$213K -$952K 1 0.07% Reduced
2916
BCP
Blackhawk Capital Partners
Wisconsin
$212K -$9.08K 1 0.13% Reduced
2917
HC
Hourglass Capital
Texas
$212K $0 1 0.06% Maintained
2918
QC
QCM Cayman
Texas
$212K +$97.8K 1 0.58% Increased
2919
SWM
Salvus Wealth Management
New Jersey
$212K +$231K 1 0.17% New
2920
Welch Group
Welch Group
Alabama
$212K $0 1 0.01% Maintained
2921
CCM
Cohen Capital Management
California
$211K $0 1 0.04% Maintained
2922
AB
Atlas Brown
Kentucky
$209K +$228K 1 0.09% New
2923
PFA
Pinnacle Family Advisors
Missouri
$209K +$225K 1 0.09% New
2924
VFG
V2 Financial group
Illinois
$208K $0 1 0.18% Maintained
2925
GA
GFS Advisors
Texas
$208K $0 1 0.05% Maintained