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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
1776
CFGS
Concourse Financial Group Securities
Alabama
$274K -$87K 4 0.03% Reduced
1777
MA
MANA Advisors
New York
$274K +$280K 1 0.91% New
1778
LWA
Lenox Wealth Advisors
New York
$273K +$12.5K 2 0.04% Increased
1779
FA
FCG Advisors
New Jersey
$272K +$2.56K 1 0.08% Increased
1780
9WM
9258 Wealth Management
Ohio
$271K +$261K 1 0.1% New
1781
FWM
Focused Wealth Management
New York
$271K +$105K 3 0.06% Increased
1782
FBB
Fulton Breakefield Broenniman
Maryland
$270K -$11.4K 1 0.03% Reduced
1783
NCM
Next Capital Management
New York
$269K -$55K 1 0.19% Reduced
1784
HAIM
Hunter Associates Investment Management
Pennsylvania
$268K $0 1 0.08% Maintained
1785
IFG Advisory
IFG Advisory
Georgia
$267K $0 1 0.05% Maintained
1786
NNP
Nachman Norwood & Parrott
South Carolina
$267K +$20.5K 1 0.04% Increased
1787
FNC
First National Corp
Massachusetts
$266K $0 1 0.1% Maintained
1788
GAG
GM Advisory Group
New York
$266K -$104K 1 0.08% Reduced
1789
HFG
Heron Financial Group
New York
$265K +$232K 1 0.22% New
1790
Guardian Capital (Canada)
Guardian Capital (Canada)
Ontario, Canada
$264K -$104K 1 0.01% Reduced
1791
HWM
Howard Wealth Management
Connecticut
$264K +$268K 2 0.22% New
1792
PCP
Proficio Capital Partners
Massachusetts
$264K +$26.7K 1 0.08% Increased
1793
IAP
Indie Asset Partners
Indiana
$263K +$253K 1 0.28% New
1794
WB
West Bancorporation
Iowa
$258K +$248K 1 0.26% New
1795
HAM
Highstreet Asset Management
Ontario, Canada
$257K -$63.8K 1 0.01% Reduced
1796
NSIM
North Star Investment Management
Illinois
$257K $0 2 0.03% Maintained
1797
TL
TrueWealth LLC
Georgia
$256K +$2.71K 3 0.1% Increased
1798
VCA
Verdence Capital Advisors
Maryland
$256K +$2.4K 1 0.06% Increased
1799
CCG
Cypress Capital Group
Florida
$255K -$3.86K 1 0.05% Reduced
1800
Mission Wealth Management
Mission Wealth Management
California
$255K +$13.5K 1 0.02% Increased