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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
1376
DAM
Delta Asset Management
Tennessee
$27K +$1.05K 2 0% Increased
1377
MWM
MinichMacGregor Wealth Management
New York
$27K -$516 2 0.02% Reduced
1378
AIL
AGF Investments LLC
Ontario, Canada
$26K -$49.9K 3 0.01% Reduced
1379
CAL
Capital Advisors Ltd
Ohio
$26K $0 1 0.01% Maintained
1380
DSN
D. Scott Neal
Kentucky
$26K $0 1 0.02% Maintained
1381
NCM
Nelson Capital Management
California
$26K $0 1 0.01% Maintained
1382
RIA
RPG Investment Advisory
California
$26K +$419 1 0.01% Increased
1383
RPG
Risk Paradigm Group
Texas
$25.6K +$24K 1 0.03% New
1384
MRCM
M&R Capital Management
New Jersey
$25K $0 1 0.01% Maintained
1385
MIC
MU Investments Company
Japan
$25K -$10.5K 1 0.02% Reduced
1386
SIM
Sonora Investment Management
Arizona
$23.6K -$1.44K 2 0% Reduced
1387
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$22K +$20.4K 1 0% New
1388
CFD
Creative Financial Designs
Indiana
$21K +$18K 1 0.01% Increased
1389
WAM
Watermark Asset Management
California
$21K $0 1 0.01% Maintained
1390
AC
Alexandria Capital
Virginia
$18K $0 2 0% Maintained
1391
CIM
Contravisory Investment Management
Massachusetts
$18K +$16.8K 1 0.01% New
1392
CAW
Cornerstone Advisors (Washington)
Washington
$18K $0 1 0.01% Maintained
1393
FWC
First Washington Corp
Washington
$18K $0 1 0.01% Maintained
1394
Pathstone Family Office
Pathstone Family Office
New Jersey
$17K -$55K 2 0.02% Reduced
1395
WAP
Wealthcare Advisory Partners
Pennsylvania
$17K +$16.5K 3 0.01% New
1396
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$16K +$15.6K 2 0.01% New
1397
DBT
Dubuque Bank & Trust
Iowa
$15K -$120K 1 0% Reduced
1398
WA
Winfield Associates
Ohio
$14K $0 2 0.01% Maintained
1399
AI
ArchPoint Investors
Florida
$13K $0 1 0% Maintained
1400
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$13K +$12K 1 0% New