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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
AAG
Accordant Advisory Group
Maryland
$22.3K $0 1 0.02% Maintained
3027
WW
Winnow Wealth
Texas
$22.3K +$16.5K 1 0.02% Increased
3028
FMB
Field & Main Bank
Kentucky
$22.3K $0 1 0.01% Maintained
3029
IHWM
Iron Horse Wealth Management
Iowa
$22.2K +$5.54K 3 0.01% Increased
3030
BRWM
Blue Rock Wealth Management
North Carolina
$21.9K +$22.1K 1 0.02% New
3031
DCM
Disciplina Capital Management
Tennessee
$21.9K -$5K 1 0% Reduced
3032
AWM
Act Wealth Management
Texas
$21.6K +$21.1K 1 0.01% New
3033
AWM
Accredited Wealth Management
Kentucky
$21.6K +$9.05K 5 0.02% Increased
3034
HIMS
Hager Investment Management Services
New Hampshire
$21.4K +$11.8K 2 0.01% Increased
3035
PAM
Paradigm Asset Management
New York
$21.1K $0 1 0.01% Maintained
3036
NMG
New Millennium Group
Utah
$21K -$1.52K 1 0.01% Reduced
3037
RBC
Roble Belko & Company
Pennsylvania
$21K +$2.73K 4 0% Increased
3038
VWA
Valued Wealth Advisors
Utah
$20.4K +$1.44K 3 0.01% Increased
3039
SL
Salomon & Ludwin
Virginia
$20.4K +$16.4K 4 0% Increased
3040
FC
Fairscale Capital
New Hampshire
$20.4K -$1.3K 3 0.01% Reduced
3041
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$20K +$14.4K 2 0.02% New
3042
PWA
Provenance Wealth Advisors
Florida
$19.9K -$2.67K 1 0% Reduced
3043
BAM
Brave Asset Management
New Jersey
$19.4K $0 1 0.01% Maintained
3044
MWM
Mascoma Wealth Management
New Hampshire
$18.9K $0 2 0% Maintained
3045
SC
Sawyer & Company
Massachusetts
$18.8K $0 1 0.01% Maintained
3046
PCC
Park Circle Company
Maryland
$18.6K $0 1 0.02% Maintained
3047
SA
Scarborough Advisors
Maryland
$18.1K -$204K 4 0% Reduced
3048
MWM
Mattern Wealth Management
Kansas
$18K $0 1 0% Maintained
3049
CCA
Coign Capital Advisors
Utah
$18K +$17.6K 1 0.01% New
3050
DIG
Dauntless Investment Group
New Hampshire
$17.8K +$21.8K 1 0.03% New