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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
1426
HCMT
Highland Capital Management (Texas)
Texas
$194K +$185K 1 0.01% New
1427
SFG
SevenBridge Financial Group
Pennsylvania
$193K +$15.9K 1 0.11% Increased
1428
IHT Wealth Management
IHT Wealth Management
Illinois
$191K +$61.7K 4 0.05% Increased
1429
HI
Hudock Inc
Pennsylvania
$190K -$61.6K 3 0.08% Reduced
1430
HH
Hilltop Holdings
Texas
$184K -$114K 1 0.04% Reduced
1431
NIM
NuWave Investment Management
New Jersey
$184K +$180K 1 0.22% New
1432
WTB
Washington Trust Bank
Washington
$182K $0 2 0.03% Maintained
1433
TFS
TrustCore Financial Services
Tennessee
$177K +$177K 2 0.07% New
1434
SWA
Sutton Wealth Advisors
Florida
$177K +$10.3K 3 0.13% Increased
1435
MGO One Seven
MGO One Seven
Ohio
$176K +$174K 5 0.08% New
1436
BWA
BDO Wealth Advisors
Florida
$175K -$223K 2 0.08% Reduced
1437
JFA
JNBA Financial Advisors
Minnesota
$166K $0 2 0.03% Maintained
1438
MUS
Mitsubishi UFJ Securities
Japan
$165K $0 1 0.69% Maintained
1439
PAM
Paradigm Asset Management
New York
$162K -$101K 1 0.04% Reduced
1440
SWP
Strategic Wealth Partners
Ohio
$157K +$153K 1 0.09% New
1441
NSIM
North Star Investment Management
Illinois
$155K +$8.63K 2 0.02% Increased
1442
IDBONY
Israel Discount Bank of New York
New York
$152K $0 2 0.11% Maintained
1443
Krilogy Financial
Krilogy Financial
Missouri
$150K +$24.6K 2 0.04% Increased
1444
KTC
Kistler-Tiffany Companies
Pennsylvania
$148K $0 1 0.06% Maintained
1445
FA
Fortis Advisors
Pennsylvania
$147K $0 1 0.09% Maintained
1446
HFM
Hartford Financial Management
Connecticut
$147K $0 1 0.07% Maintained
1447
DOA
D'Orazio & Associates
Virginia
$143K +$84.8K 3 0.05% Increased
1448
WOC
West Oak Capital
California
$140K -$18.1K 1 0.09% Reduced
1449
CCM
Courage Capital Management
Tennessee
$138K +$718K 1 0.1% New
1450
FIG
Fortress Investment Group
New York
$138K $0 1 0% Maintained