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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
2926
TC
Trust Company
Kansas
$23.4K +$2.44K 6 0% Increased
2927
LHEI
Leo H. Evart Inc
California
$23.2K +$13K 4 0.02% Increased
2928
SC
Swan Capital
Florida
$23.1K -$3.67K 5 0.01% Reduced
2929
PCP
Polunin Capital Partners
United Kingdom
$23K -$487K 1 0.01% Reduced
2930
MAM
Marquette Asset Management
Minnesota
$22.7K -$6.45K 8 0% Reduced
2931
GTWM
Global Trust Wealth Management
Florida
$22.5K $0 1 0.02% Maintained
2932
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$22.3K +$6.96K 2 0.02% Increased
2933
MWM
Manske Wealth Management
Texas
$21.6K $0 1 0.01% Maintained
2934
MMG
Monetary Management Group
Missouri
$21.6K -$23.9K 1 0% Reduced
2935
HDIM
Hanson & Doremus Investment Management
Vermont
$21K $0 1 0% Maintained
2936
TM
Torren Management
California
$20.9K $0 5 0.01% Maintained
2937
WAU
Wellington-Altus USA
Manitoba, Canada
$20.8K -$4.35K 2 0.01% Reduced
2938
VWA
Valued Wealth Advisors
Utah
$20.6K +$1.96K 5 0.01% Increased
2939
Country Trust Bank
Country Trust Bank
Illinois
$20.5K +$3.68K 3 0% Increased
2940
RL
Rogco LP
Oklahoma
$20.4K $0 2 0.01% Maintained
2941
MAFA
MJT & Associates Financial Advisory
Minnesota
$20.3K $0 3 0.01% Maintained
2942
RF
Roxbury Financial
New Jersey
$20.2K -$15.3K 3 0.02% Reduced
2943
DPW
DiNuzzo Private Wealth
Pennsylvania
$20.2K -$4.33K 9 0% Reduced
2944
BFPW
BOK Financial Private Wealth
Colorado
$20.1K +$13.6K 4 0% Increased
2945
Clal Insurance
Clal Insurance
Israel
$20K +$9.46K 1 0% Increased
2946
CVM
Cheviot Value Management
California
$19.9K +$1.38K 7 0% Increased
2947
MASECO Private Wealth
MASECO Private Wealth
$19.8K +$19.6K 1 0% Increased
2948
PB
Pinnacle Bancorp
Nebraska
$19.4K $0 1 0.01% Maintained
2949
LCWM
Legacy Capital Wealth Management
Texas
$19.3K +$24.9K 1 0.01% New
2950
BW
Basepoint Wealth
Iowa
$19.1K -$14.8K 3 0.01% Reduced