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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
1676
LFA
Legacy Financial Advisors
Kentucky
$43K -$1.15K 2 0.02% Reduced
1677
WWM
Willingdon Wealth Management
North Carolina
$43K +$5.99K 1 0.01% Increased
1678
MWM
MinichMacGregor Wealth Management
New York
$42K +$616 4 0.03% Increased
1679
THWM
Taylor Hoffman Wealth Management
Virginia
$42K +$3.02K 2 0.03% Increased
1680
CHP
Cable Hill Partners
Oregon
$41K -$6.2K 2 0.02% Reduced
1681
LA
Legacy Advisors
Pennsylvania
$41K +$9.16K 2 0.02% Increased
1682
RMAM
Raab & Moskowitz Asset Management
New Jersey
$41K +$42.2K 2 0.02% New
1683
TG
TLP Group
Illinois
$41K -$176 1 0.06% Reduced
1684
CFD
Creative Financial Designs
Indiana
$40K +$1.56K 2 0.02% Increased
1685
PK
Pflug Koory
Nebraska
$39K $0 1 0.03% Maintained
1686
IAS
IMA Advisory Services
Colorado
$38K -$49K 2 0.01% Reduced
1687
PFSC
Peoples Financial Services Corp
Pennsylvania
$38K $0 1 0.02% Maintained
1688
NWM
Northwest Wealth Management
Iowa
$37K +$35.2K 2 0.03% Increased
1689
WA
WealthTrust-Arizona
Arizona
$34K +$767 3 0.02% Increased
1690
Balentine LLC
Balentine LLC
Georgia
$32K +$32K 1 0% New
1691
DAM
Delta Asset Management
Tennessee
$32K -$5.8K 2 0% Reduced
1692
PI
Parkside Investments
Illinois
$32K +$32.1K 1 0.02% New
1693
Pathstone Family Office
Pathstone Family Office
New Jersey
$32K -$25.2K 1 0.01% Reduced
1694
PGWM
Parisi Gray Wealth Management
New Jersey
$31K +$19.2K 1 0.02% Increased
1695
AIM
Anchor Investment Management
South Carolina
$29.6K $0 1 0.01% Maintained
1696
CB
Community Bank
New York
$27K +$15K 1 0.01% Increased
1697
DBT
Dubuque Bank & Trust
Iowa
$25K -$2.26M 2 0% Reduced
1698
FIG
Fortress Investment Group
New York
$25K $0 1 0% Maintained
1699
OFS
Orrstown Financial Services
Pennsylvania
$25K +$18.3K 1 0.03% Increased
1700
NCM
Nelson Capital Management
California
$22K +$4.93K 1 0.01% Increased