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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
1626
VNA
Valley National Advisers
Pennsylvania
$29K +$7.01K 3 0.01% Increased
1627
AIM
Anchor Investment Management
South Carolina
$28.1K $0 1 0.01% Maintained
1628
BFC
Bedel Financial Consulting
Indiana
$28K $0 3 0.02% Maintained
1629
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$28K +$10.1K 4 0% Increased
1630
BA
Ballew Advisors
Mississippi
$25K -$3.98K 2 0.03% Reduced
1631
SFM
Signet Financial Management
New Jersey
$24K -$14K 5 0% Reduced
1632
AIS
AlphaOne Investment Services
Pennsylvania
$23K +$22.3K 1 0.01% New
1633
TC
Trilogy Capital
California
$21K -$148K 3 0% Reduced
1634
LF
Lee Financial
Texas
$20K -$6.45K 4 0% Reduced
1635
LA
Legacy Advisors
Pennsylvania
$20K $0 1 0.01% Maintained
1636
RWA
River Wealth Advisors
Pennsylvania
$18K +$16.5K 2 0.01% New
1637
TCM
TD Capital Management
Tennessee
$18K -$10.7K 2 0% Reduced
1638
CFN
Cordasco Financial Network
Florida
$17K $0 1 0.02% Maintained
1639
Laurion Capital Management
Laurion Capital Management
New York
$17K -$13.2M 1 0% Reduced
1640
NCM
Nelson Capital Management
California
$17K -$15.9K 1 0% Reduced
1641
PCA
Providence Capital Advisors
North Carolina
$17K $0 1 0.01% Maintained
1642
FGAM
Financial Gravity Asset Management
Texas
$16K +$7.17K 2 0.02% Increased
1643
JWA
JFS Wealth Advisors
Pennsylvania
$16K -$4K 1 0% Reduced
1644
TFA
Toth Financial Advisory
Virginia
$16K -$17K 1 0% Reduced
1645
CCM
Cribstone Capital Management
Maine
$14K $0 1 0.01% Maintained
1646
MWM
Mascoma Wealth Management
New Hampshire
$14K $0 1 0.01% Maintained
1647
FMP
Financial Management Professionals
Texas
$13K $0 2 0.01% Maintained
1648
QCIG
Quad-Cities Investment Group
Iowa
$13K +$11.7K 2 0.01% New
1649
SIS
Sound Income Strategies
Florida
$13K +$6.38K 2 0.01% Increased
1650
AIS
Accurate Investment Solutions
Pennsylvania
$12K $0 1 0.01% Maintained