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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
ZF
Zhang Financial
Michigan
$40.8K $0 1 0% Maintained
2977
TF
Tompkins Financial
New York
$40.4K -$1.51K 3 0% Reduced
2978
GSC
Ground Swell Capital
South Carolina
$40.3K -$2.09M 1 0.06% Reduced
2979
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$39.1K +$12.8K 1 0.03% Increased
2980
LFA
LGT Financial Advisors
Texas
$38.2K -$9.82K 3 0.1% Reduced
2981
UCB
United Community Bank
South Carolina
$38.1K +$24K 4 0.01% Increased
2982
MMG
Monetary Management Group
Missouri
$37.2K $0 1 0.01% Maintained
2983
FFA
Frazier Financial Advisors
Ohio
$36.4K -$1.87K 4 0.03% Reduced
2984
HFS
Horizon Financial Services
North Carolina
$35.2K +$479 4 0.02% Increased
2985
FGC
Financial Gravity Companies
Texas
$34.3K +$22.9K 1 0.01% New
2986
CIM
Contravisory Investment Management
Massachusetts
$34.3K +$14.2K 2 0.01% Increased
2987
ACA
American Capital Advisory
Idaho
$34.3K +$3.43K 7 0.02% Increased
2988
OC
Oakworth Capital
Alabama
$33.2K +$109 3 0% Increased
2989
Advance Capital Management
Advance Capital Management
Michigan
$33.1K $0 1 0% Maintained
2990
PS
Pinney & Scofield
Massachusetts
$33.1K $0 2 0.02% Maintained
2991
KA
Kozak & Associates
Colorado
$31.8K +$548 2 0.01% Increased
2992
HHMI
Howard Hughes Medical Institute
Maryland
$31.6K +$25.1K 2 0.01% New
2993
SIC
Sigma Investment Counselors
Michigan
$31.4K $0 1 0% Maintained
2994
HC
Hurley Capital
New York
$31.3K $0 4 0.02% Maintained
2995
DPW
DiNuzzo Private Wealth
Pennsylvania
$31.3K +$8.91K 5 0% Increased
2996
Sit Investment Associates
Sit Investment Associates
Minnesota
$31K $0 1 0% Maintained
2997
SWP
SIMA Wealth Partners
Virginia
$30.5K $0 1 0.02% Maintained
2998
JGIA
Jackson Grant Investment Advisers
Connecticut
$30.4K $0 1 0.01% Maintained
2999
SHIM
Stone House Investment Management
Pennsylvania
$30.4K -$24.8K 4 0.01% Reduced
3000
KFI
Key Financial Inc
Pennsylvania
$30.1K +$48 5 0.01% Increased