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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
1801
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36K +$35.3K 2 0% Increased
1802
PFSC
Peoples Financial Services Corp
Pennsylvania
$36K $0 1 0.02% Maintained
1803
TFO
Tarbox Family Office
California
$36K -$9.66K 1 0.01% Reduced
1804
WWM
Willingdon Wealth Management
North Carolina
$36K -$5.66K 1 0.01% Reduced
1805
IAS
IMA Advisory Services
Colorado
$35K $0 2 0.02% Maintained
1806
IWA
Intercontinental Wealth Advisors
Texas
$35K +$40.2K 3 0.02% New
1807
BHWM
Bay Harbor Wealth Management
Maryland
$34K +$33.4K 2 0.03% New
1808
OIA
Optimum Investment Advisors
Illinois
$34K -$69.9K 1 0.01% Reduced
1809
THWM
Taylor Hoffman Wealth Management
Virginia
$34K -$7K 1 0.03% Reduced
1810
Balentine LLC
Balentine LLC
Georgia
$31K $0 1 0% Maintained
1811
JWA
JFS Wealth Advisors
Pennsylvania
$31K -$121K 1 0.01% Reduced
1812
SIM
Sonora Investment Management
Arizona
$31K -$50K 1 0% Reduced
1813
Armistice Capital
Armistice Capital
New York
$30K -$158K 1 0% Reduced
1814
MWA
Meridian Wealth Advisors
Texas
$29K +$28.7K 1 0.02% New
1815
AIM
Anchor Investment Management
South Carolina
$28.3K $0 1 0.01% Maintained
1816
GSC
G&S Capital
Colorado
$28K $0 1 0.03% Maintained
1817
VRM
Vectors Research Management
New York
$27K +$10.4K 1 0.01% Increased
1818
CB
Community Bank
New York
$26K $0 1 0.01% Maintained
1819
SL
Salomon & Ludwin
Virginia
$25K +$25K 1 0.01% New
1820
TI
Truehand Inc
New Hampshire
$25K +$25K 1 0.02% New
1821
CFD
Creative Financial Designs
Indiana
$22K -$6.25K 2 0.02% Reduced
1822
NCM
Nelson Capital Management
California
$22K $0 1 0.01% Maintained
1823
EI
Ellevest Inc
New York
$21K +$20.7K 1 0.01% New
1824
POIA
Pin Oak Investment Advisors
Texas
$21K +$20.7K 1 0.02% New
1825
SIS
Sound Income Strategies
Florida
$20K +$2.08K 2 0.01% Increased