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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
Confluence Investment Management
Confluence Investment Management
Missouri
$203K -$416K 1 0% Reduced
1852
HI
Hudock Inc
Pennsylvania
$203K +$17.9K 2 0.08% Increased
1853
PP
Palladium Partners
Virginia
$203K $0 1 0.02% Maintained
1854
PFBT
Parkside Financial Bank & Trust
Missouri
$203K +$16.6K 4 0.08% Increased
1855
FA
Fortis Advisors
Pennsylvania
$202K +$12.6K 1 0.14% Increased
1856
LC
Lindbrook Capital
California
$202K -$89.4K 4 0.08% Reduced
1857
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$202K +$185K 1 0.15% New
1858
BMC
Beaton Management Company
Massachusetts
$201K +$13.8K 1 0.2% Increased
1859
FP
Financial Perspectives
Minnesota
$197K +$24.8K 2 0.16% Increased
1860
ATFA
All Terrain Financial Advisors
Minnesota
$197K +$55.5K 2 0.08% Increased
1861
M
Mirova
France
$197K -$86.8K 2 0.07% Reduced
1862
AP
Arlington Partners
Alabama
$195K +$3.97K 1 0.1% Increased
1863
GC
Grace Capital
Massachusetts
$191K $0 1 0.19% Maintained
1864
CFGS
Concourse Financial Group Securities
Alabama
$187K -$59.4K 5 0.02% Reduced
1865
SFSIG
San Francisco Sentry Investment Group
California
$186K -$124K 1 0.12% Reduced
1866
NEIRG
New England Investment & Retirement Group
Massachusetts
$185K +$214K 1 0.08% New
1867
POIA
Pin Oak Investment Advisors
Texas
$183K +$3.86K 1 0.19% Increased
1868
GTAM
Global Trust Asset Management
Florida
$180K $0 1 0.14% Maintained
1869
FRA
Front Row Advisors
California
$178K -$11.8K 2 0.12% Reduced
1870
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$173K -$423K 1 0.21% Reduced
1871
GSWM
Golden State Wealth Management
California
$161K +$191K 3 0.07% New
1872
FCB
First Command Bank
Texas
$160K +$5.52K 1 0.09% Increased
1873
FCFS
First Command Financial Services
Texas
$160K +$5.52K 1 0.09% Increased
1874
HCM
Highlander Capital Management
New Jersey
$159K -$34.7K 2 0.11% Reduced
1875
ICM
Ionic Capital Management
New York
$157K +$205K 1 0.13% New