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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
1876
FAS
Formuepleje A/S
Denmark
$206K +$210K 1 0.01% New
1877
FP
Financial Perspectives
Minnesota
$205K +$204K 2 0.14% New
1878
PTP
Platform Technology Partners
New York
$205K +$198K 1 0.15% New
1879
POIA
Pin Oak Investment Advisors
Texas
$203K -$20.2K 1 0.16% Reduced
1880
BWP
Bernardo Wealth Planning
Pennsylvania
$202K -$6.98K 1 0.12% Reduced
1881
EWM
Endurance Wealth Management
Rhode Island
$202K $0 1 0.03% Maintained
1882
RB
Rodgers Brothers
Pennsylvania
$202K +$195K 1 0.05% New
1883
AWM
Absher Wealth Management
North Carolina
$201K +$180K 1 0.05% New
1884
GWS
Glassman Wealth Services
Virginia
$201K +$25.1K 6 0.08% Increased
1885
SW
SkyOak Wealth
Michigan
$201K +$194K 1 0.06% New
1886
CG
CFO4Life Group
Texas
$200K +$193K 1 0.08% New
1887
GTAM
Global Trust Asset Management
Florida
$200K $0 1 0.12% Maintained
1888
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$200K -$25.4K 1 0% Reduced
1889
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$198K +$190K 4 0% Increased
1890
FC
FORA Capital
Florida
$193K +$177K 1 0.02% New
1891
Balentine LLC
Balentine LLC
Georgia
$189K +$130K 2 0.01% Increased
1892
MA
MYDA Advisors
New York
$186K -$1.07M 1 0.08% Reduced
1893
AWM
AllSquare Wealth Management
New York
$177K $0 1 0.12% Maintained
1894
AIM
Anchor Investment Management
South Carolina
$175K +$16.7K 2 0.04% Increased
1895
FCB
First Command Bank
Texas
$175K -$29.7K 1 0.08% Reduced
1896
FCFS
First Command Financial Services
Texas
$175K -$29.7K 1 0.08% Reduced
1897
ATFA
All Terrain Financial Advisors
Minnesota
$174K -$80.4K 2 0.06% Reduced
1898
PHK
Point72 Hong Kong
Hong Kong
$172K +$132K 5 0.04% Increased
1899
AIM
Acropolis Investment Management
Missouri
$169K $0 1 0.02% Maintained
1900
FRA
Front Row Advisors
California
$169K -$125 2 0.11% Reduced