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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
1601
SFM
Signet Financial Management
New Jersey
$30K +$33.3K 5 0.01% New
1602
WA
WealthTrust-Arizona
Arizona
$30K -$5.91K 2 0.02% Reduced
1603
DMK
David M. Knott
$29K $0 1 0.01% Maintained
1604
WB
Webster Bank
Connecticut
$29K $0 1 0% Maintained
1605
AI
ArchPoint Investors
Florida
$28K $0 1 0.01% Maintained
1606
CFD
Creative Financial Designs
Indiana
$27K -$21.5K 2 0.02% Reduced
1607
LF
Lee Financial
Texas
$27K +$14.5K 4 0.01% Increased
1608
PGWM
Parisi Gray Wealth Management
New Jersey
$27K $0 2 0.02% Maintained
1609
TCM
TD Capital Management
Tennessee
$27K +$12.8K 2 0.01% Increased
1610
AIM
Anchor Investment Management
South Carolina
$25.6K +$159 1 0.01% Increased
1611
BA
Ballew Advisors
Mississippi
$25K +$24.4K 2 0.02% New
1612
BFC
Bedel Financial Consulting
Indiana
$25K +$25.4K 3 0.02% New
1613
GSC
G&S Capital
Colorado
$25K +$22.9K 1 0.02% New
1614
CAW
Cornerstone Advisors (Washington)
Washington
$23K +$1.66K 2 0.02% Increased
1615
AP
Advisors Preferred
Maryland
$22K +$23.2K 1 0.01% New
1616
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$20K -$1.23M 1 0% Reduced
1617
PGA
Premia Global Advisors
Florida
$19K $0 1 0.02% Maintained
1618
VNA
Valley National Advisers
Pennsylvania
$19K $0 3 0.01% Maintained
1619
JWA
JFS Wealth Advisors
Pennsylvania
$17K -$81.9K 2 0% Reduced
1620
NIM
NuWave Investment Management
New Jersey
$17K -$180K 1 0.03% Reduced
1621
AWA
Acorn Wealth Advisors
Michigan
$16K +$11.9K 3 0.01% Increased
1622
CCA
Clearwater Capital Advisors
Illinois
$16K +$17.2K 1 0% New
1623
Pathstone Family Office
Pathstone Family Office
New Jersey
$16K +$317 2 0.01% Increased
1624
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$15K -$40.8K 3 0% Reduced
1625
CFN
Cordasco Financial Network
Florida
$15K $0 1 0.02% Maintained