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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
1576
MSA
Marino Stram & Associates
Massachusetts
$46K +$7.14K 1 0.04% Increased
1577
OIA
Optimum Investment Advisors
Illinois
$46K +$47.6K 1 0.01% New
1578
ME
McIlrath & Eck
Washington
$45K $0 1 0.03% Maintained
1579
CAL
Capital Advisors Ltd
Ohio
$44K $0 1 0.01% Maintained
1580
ANBT
American National Bank & Trust
Texas
$43K $0 1 0.01% Maintained
1581
LFA
Legacy Financial Advisors
Kentucky
$39K -$14.9K 2 0.02% Reduced
1582
TFO
Tarbox Family Office
California
$39K +$745 1 0.02% Increased
1583
FIG
Fortress Investment Group
New York
$38K $0 1 0% Maintained
1584
JT
Jump Trading
Illinois
$38K +$39.6K 1 0% New
1585
ML
McAdam LLC
Pennsylvania
$38K +$39.7K 2 0.02% New
1586
RFM
Royal Fund Management
Florida
$38K -$38.3K 1 0.01% Reduced
1587
BCM
Blume Capital Management
California
$37K $0 1 0.02% Maintained
1588
Destination Wealth Management
Destination Wealth Management
California
$36K +$22.8K 2 0% New
1589
MWM
MinichMacGregor Wealth Management
New York
$36K +$8.08K 4 0.03% Increased
1590
WAM
Watermark Asset Management
California
$36K $0 1 0.01% Maintained
1591
GFP
Gryphon Financial Partners
Ohio
$35K -$11.4K 1 0.02% Reduced
1592
THWM
Taylor Hoffman Wealth Management
Virginia
$35K $0 2 0.03% Maintained
1593
CHP
Cable Hill Partners
Oregon
$34K -$17.8K 1 0.01% Reduced
1594
DAM
Delta Asset Management
Tennessee
$33K +$4.76K 3 0% Increased
1595
PFSC
Peoples Financial Services Corp
Pennsylvania
$33K $0 1 0.02% Maintained
1596
TFA
Toth Financial Advisory
Virginia
$32K $0 2 0.01% Maintained
1597
WWM
Willingdon Wealth Management
North Carolina
$32K +$31.7K 1 0.01% Increased
1598
DSN
D. Scott Neal
Kentucky
$30K $0 1 0.02% Maintained
1599
HT
Heritage Trust
Oklahoma
$30K $0 1 0.01% Maintained
1600
NCM
Nelson Capital Management
California
$30K $0 1 0.01% Maintained