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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
3026
YAL
Your Advocates Ltd
Texas
$2.73K -$75.1K 1 0% Reduced
3027
MSWA
Marshall & Sterling Wealth Advisors
New York
$2.63K +$2.52K 1 0% New
3028
LB
Legacy Bridge
Iowa
$2.55K $0 1 0% Maintained
3029
ECM
Estabrook Capital Management
New York
$2.54K -$50.4K 2 0% Reduced
3030
JFG
JDM Financial Group
Texas
$2.37K $0 3 0% Maintained
3031
KB
Kimelman & Baird
New York
$2.23K -$739 1 0% Reduced
3032
LIA
Luken Investment Analytics
Tennessee
$2.13K $0 1 0% Maintained
3033
KFGG
Keystone Financial Group (Georgia)
Georgia
$1.88K +$1.54K 1 0% New
3034
CT
Coastline Trust
Rhode Island
$1.86K +$1.61K 1 0% New
3035
WBWA
William B. Walkup & Associates
South Carolina
$1.74K $0 1 0% Maintained
3036
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$1.7K +$35 1 0% Increased
3037
CIR
Clear Investment Research
Georgia
$1.61K +$903 2 0% Increased
3038
SL
Salomon & Ludwin
Virginia
$1.49K $0 4 0% Maintained
3039
SJIM
St. Johns Investment Management
Florida
$1.47K $0 1 0% Maintained
3040
RF
Robinswood Financial
Washington
$1.39K $0 2 0% Maintained
3041
Q1WB
Quest 10 Wealth Builders
Virginia
$1.24K +$1.27K 1 0% New
3042
RDFA
Ritter Daniher Financial Advisory
Ohio
$1.23K $0 2 0% Maintained
3043
NS
NBC Securities
Alabama
$1.15K -$1.26M 5 0.11% Reduced
3044
1L
10Elms LLP
Oklahoma
$1.05K +$2.17K 1 0% New
3045
TC
TradeLink Capital
Illinois
$1K +$6.36K 1 0.01% New
3046
DF
DecisionPoint Financial
Arizona
$940 $0 1 0% Maintained
3047
BMC
Bear Mountain Capital
Washington
$878 +$820 1 0% New
3048
WestEnd Advisors
WestEnd Advisors
North Carolina
$854 +$168 1 0% Increased
3049
ICCON
Investment Counsel Company of Nevada
Nevada
$769 +$757 1 0% New
3050
GCM
Gables Capital Management
Florida
$740 $0 1 0% Maintained