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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
3126
SC
Swan Capital
Florida
$24K +$1.02K 12 0.01% Increased
3127
ECM
EMC Capital Management
Texas
$24K +$21.2K 2 0.01% New
3128
NC
North Capital
Utah
$24K -$47.2K 6 0.02% Reduced
3129
CIA
Cape Investment Advisory
Georgia
$24K -$102K 4 0.02% Reduced
3130
KA
Kozak & Associates
Colorado
$23.9K -$2.89K 2 0% Reduced
3131
AWM
Accredited Wealth Management
Kentucky
$23.7K +$49.3K 5 0.02% Increased
3132
HFS
Hughes Financial Services
Virginia
$23.6K -$1.08K 6 0% Reduced
3133
LI
Louisbourg Investments
New Brunswick, Canada
$23.4K +$7.16K 6 0.01% Increased
3134
SHIM
Stone House Investment Management
Pennsylvania
$23K -$9.87K 11 0% Reduced
3135
FC
Fairscale Capital
New Hampshire
$22.4K $0 3 0.02% Maintained
3136
TC
Trust Company
Kansas
$22.3K $0 4 0% Maintained
3137
FLFS
Family Legacy Financial Solutions
North Carolina
$21.2K -$1.9K 3 0.02% Reduced
3138
RMC
Resources Management Corp
Connecticut
$21K -$26.1K 2 0% Reduced
3139
IWA
Integrity Wealth Advisors
California
$20.7K +$17.7K 1 0.01% New
3140
RWS
Retirement Wealth Solutions
Wisconsin
$20.7K +$20.5K 4 0.01% New
3141
HIMS
Hager Investment Management Services
New Hampshire
$20.6K -$8.29K 2 0.01% Reduced
3142
ACM
Accent Capital Management
Ohio
$20.4K -$484K 3 0.01% Reduced
3143
AAG
Accordant Advisory Group
Maryland
$20.1K $0 1 0.01% Maintained
3144
FMB
Field & Main Bank
Kentucky
$20.1K $0 1 0.01% Maintained
3145
IRAG
Investment Research & Advisory Group
Georgia
$19.8K +$1.85K 3 0.01% Increased
3146
DCM
Disciplina Capital Management
Tennessee
$19.7K $0 1 0% Maintained
3147
VWA
Valued Wealth Advisors
Utah
$19.6K +$282 3 0.01% Increased
3148
PWA
Principia Wealth Advisory
Texas
$19.6K +$1.61K 6 0.01% Increased
3149
PAM
Paradigm Asset Management
New York
$19K $0 1 0% Maintained
3150
RBC
Roble Belko & Company
Pennsylvania
$18K +$129 5 0% Increased