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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
1851
FA
Financial Advantage
Maryland
$56K +$49.6K 1 0.04% Increased
1852
IRC
Investors Research Corp
Georgia
$56K +$27.7K 3 0.03% Increased
1853
TFO
Tarbox Family Office
California
$55K +$2.02K 3 0.02% Increased
1854
Balentine LLC
Balentine LLC
Georgia
$53K -$10K 2 0% Reduced
1855
CDIA
Capital Directions Investment Advisors
Georgia
$53K +$56.6K 1 0.02% New
1856
MFT
Moisand Fitzgerald Tamayo
Florida
$52K -$5.18K 1 0.03% Reduced
1857
PK
Pflug Koory
Nebraska
$52K $0 2 0.04% Maintained
1858
VEA
Virtus ETF Advisers
New York
$52K +$22.6K 2 0.01% Increased
1859
TFGT
TS Financial Group (TSFG)
Illinois
$51K -$27K 2 0.04% Reduced
1860
VNA
Valley National Advisers
Pennsylvania
$51K -$10.2K 4 0.01% Reduced
1861
BWA
BDO Wealth Advisors
Florida
$50K +$54.3K 1 0.01% Increased
1862
PFSC
Peoples Financial Services Corp
Pennsylvania
$50K $0 1 0.03% Maintained
1863
SIM
Sonora Investment Management
Arizona
$50K -$2.24K 2 0.01% Reduced
1864
HR
Howe & Rusling
New York
$49K +$52.2K 2 0.01% Increased
1865
RMC
Resources Management Corp
Connecticut
$48K +$49.9K 3 0.01% New
1866
SIS
Sound Income Strategies
Florida
$47K +$25.6K 3 0.01% Increased
1867
WWM
Willingdon Wealth Management
North Carolina
$46K +$4.52K 1 0.01% Increased
1868
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$44K +$13.6K 1 0.1% Increased
1869
LWM
Liberty Wealth Management
California
$43K +$5.49K 2 0.04% Increased
1870
CX Institutional
CX Institutional
Indiana
$42K +$4.52K 1 0.01% Increased
1871
BHWM
Bay Harbor Wealth Management
Maryland
$41K +$110 2 0.02% Increased
1872
DAM
Delta Asset Management
Tennessee
$41K $0 1 0.01% Maintained
1873
THWM
Taylor Hoffman Wealth Management
Virginia
$41K $0 1 0.03% Maintained
1874
VRM
Vectors Research Management
New York
$41K +$8.26K 1 0.02% Increased
1875
BWP
BSW Wealth Partners
Colorado
$40K +$1.36K 1 0.02% Increased