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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
Prime Capital Investment Advisors
Prime Capital Investment Advisors
Kansas
$236K +$54.1K 2 0.03% Increased
1827
GP
Girard Partners
Pennsylvania
$235K +$2.5K 1 0.04% Increased
1828
PWA
Physician Wealth Advisors
Utah
$235K $0 1 0.1% Maintained
1829
FP
Foundry Partners
Minnesota
$234K -$20.6K 1 0.01% Reduced
1830
TCA
Transcend Capital Advisors
New Jersey
$234K +$225K 1 0.06% New
1831
KPW
Kore Private Wealth
New York
$233K +$9.04K 2 0.04% Increased
1832
GCM
Gladius Capital Management
Illinois
$232K -$1.56M 1 0.01% Reduced
1833
ISWM
Independent Solutions Wealth Management
New York
$232K +$237K 1 0.1% New
1834
CCMD
Cypress Capital Management (Delaware)
Delaware
$230K $0 1 0.04% Maintained
1835
EPA
Element Pointe Advisors
Florida
$230K -$113K 1 0.12% Reduced
1836
LHC
Little House Capital
Massachusetts
$230K -$9.38K 1 0.2% Reduced
1837
PP
Palladium Partners
Virginia
$230K +$221K 1 0.01% New
1838
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$227K -$198K 1 0.01% Reduced
1839
SOAMC
Spirit of America Management Corp
New York
$227K -$51.1K 1 0.04% Reduced
1840
APW
Austin Private Wealth
Texas
$225K +$217K 1 0.12% New
1841
FIM
Fruth Investment Management
Texas
$225K $0 1 0.09% Maintained
1842
OWA
One Wealth Advisors
California
$225K $0 1 0.17% Maintained
1843
XF
XML Financial
Maryland
$225K +$217K 1 0.08% New
1844
CI
Chartist Inc
California
$224K -$15.9K 1 0.14% Reduced
1845
CWM
CCG Wealth Management
California
$224K +$216K 1 0.14% New
1846
HI
Hudock Inc
Pennsylvania
$224K -$164K 2 0.07% Reduced
1847
KP
Keel Point
Alabama
$223K +$215K 1 0.02% New
1848
RFM
Royal Fund Management
Florida
$223K +$44.7K 2 0.06% Increased
1849
BWA
Beam Wealth Advisors
Louisiana
$221K +$213K 1 0.21% New
1850
VC
Vicus Capital
Pennsylvania
$221K +$213K 1 0.03% New