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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
2976
DSC
Duncker Streett & Co
Missouri
$14.7K +$10.8K 4 0% Increased
2977
CAIM
Catherine Avery Investment Management
Florida
$14.6K +$17K 6 0.01% New
2978
PWMG
Prestige Wealth Management Group
New Jersey
$14.2K +$28 6 0% Increased
2979
DWA
Delos Wealth Advisors
Texas
$14K -$6.75K 2 0.01% Reduced
2980
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$13.9K $0 2 0% Maintained
2981
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$13.9K $0 1 0% Maintained
2982
BFS
Beacon Financial Strategies
North Carolina
$13.8K $0 1 0.01% Maintained
2983
FPF
First Pacific Financial
Washington
$13.8K -$31K 1 0% Reduced
2984
AWM
Aries Wealth Management
Maine
$13.6K $0 1 0% Maintained
2985
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$13.5K +$551 1 0% Increased
2986
HIA
HFM Investment Advisors
New Jersey
$13.4K +$4.37K 9 0% Increased
2987
ATC
Adirondack Trust Company
New York
$13.3K +$8.21K 5 0% Increased
2988
STA
Smith Thornton Advisors
Alabama
$13.3K +$7.55K 1 0.01% Increased
2989
BW
Bravera Wealth
North Dakota
$13.2K -$65K 1 0.01% Reduced
2990
WSWA
Warren Street Wealth Advisors
California
$12.9K -$331K 1 0% Reduced
2991
PFG
Premier Financial Group
California
$12.9K +$13.7K 3 0% New
2992
DCM
Disciplina Capital Management
Tennessee
$12.8K +$45 1 0% Increased
2993
KBFS
Kohmann Bosshard Financial Services
Ohio
$12.7K +$8.86K 1 0% Increased
2994
WA
Waterford Advisors
New York
$12.5K +$16.2K 1 0% New
2995
FS
Financially Speaking
Colorado
$12.5K $0 3 0.06% Maintained
2996
BF
Brooklyn FI
New York
$12.4K +$12.1K 5 0% New
2997
PAM
Paradigm Asset Management
New York
$12.3K $0 1 0% Maintained
2998
LG
LAM Group
Oregon
$12.2K $0 2 0.01% Maintained
2999
ISWM
Intesa Sanpaolo Wealth Management
$12.2K -$58.1K 1 0% Reduced
3000
HAP
Harbor Asset Planning
Massachusetts
$12.1K $0 1 0.01% Maintained