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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
1826
APC
Aspire Private Capital
North Carolina
$19K +$23.7K 2 0.01% New
1827
TCM
TD Capital Management
Tennessee
$19K +$98 2 0% Increased
1828
MSA
Marino Stram & Associates
Massachusetts
$18K -$27.9K 2 0.02% Reduced
1829
PGWM
Parisi Gray Wealth Management
New Jersey
$18K $0 1 0.01% Maintained
1830
CB
CNB Bank
Pennsylvania
$17K +$17.4K 1 0.01% New
1831
CFN
Cordasco Financial Network
Florida
$17K $0 1 0.02% Maintained
1832
CCM
Cribstone Capital Management
Maine
$17K +$3.53K 2 0.01% Increased
1833
WPW
Winthrop Partners - WNY
New York
$16.8K +$16.7K 1 0.02% New
1834
BRC
Bell Rock Capital
Delaware
$16K -$78.3K 1 0.01% Reduced
1835
FGC
Financial Gravity Companies
Texas
$16K +$17.5K 3 0.01% New
1836
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$16K +$12K 2 0% Increased
1837
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$15K $0 1 0.01% Maintained
1838
JT
Jump Trading
Illinois
$15K -$532K 1 0% Reduced
1839
MWM
Mascoma Wealth Management
New Hampshire
$15K $0 1 0.01% Maintained
1840
OFS
Orrstown Financial Services
Pennsylvania
$14K $0 1 0.02% Maintained
1841
AWM
Avondale Wealth Management
Texas
$13K +$12.5K 1 0.01% New
1842
DBT
Dubuque Bank & Trust
Iowa
$13K -$10.7K 1 0% Reduced
1843
HR
Howe & Rusling
New York
$13K $0 2 0% Maintained
1844
FMP
Financial Management Professionals
Texas
$12K $0 2 0.01% Maintained
1845
FIG
Fortress Investment Group
New York
$12K $0 1 0% Maintained
1846
AIS
Accurate Investment Solutions
Pennsylvania
$11K $0 1 0.01% Maintained
1847
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$10K -$706 2 0.01% Reduced
1848
LF
Lee Financial
Texas
$10K +$563 1 0% Increased
1849
W
WealthOne
New York
$10K +$10.4K 2 0.01% New
1850
AWMF
Arbor Wealth Management (Florida)
Florida
$9K +$10.4K 2 0.01% New