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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
1901
PGWM
Parisi Gray Wealth Management
New Jersey
$24K $0 1 0.02% Maintained
1902
SouthState Corp
SouthState Corp
Florida
$23K +$21.3K 1 0% New
1903
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$22K +$20.8K 1 0.11% New
1904
WPW
Winthrop Partners - WNY
New York
$21.1K $0 1 0.02% Maintained
1905
AIL
AGF Investments LLC
Ontario, Canada
$21K -$1.13M 1 0% Reduced
1906
CFN
Cordasco Financial Network
Florida
$21K $0 1 0.02% Maintained
1907
MWM
Mascoma Wealth Management
New Hampshire
$21K +$3.12K 1 0.01% Increased
1908
RCM
Requisite Capital Management
Texas
$21K +$18.9K 1 0.01% New
1909
SIS
Sound Income Strategies
Florida
$21K -$2.37K 2 0.01% Reduced
1910
BRC
Bell Rock Capital
Delaware
$20K $0 1 0.01% Maintained
1911
TCM
TD Capital Management
Tennessee
$20K -$2K 1 0% Reduced
1912
CFD
Creative Financial Designs
Indiana
$19K -$7K 1 0.01% Reduced
1913
OFS
Orrstown Financial Services
Pennsylvania
$19K $0 1 0.03% Maintained
1914
QCIG
Quad-Cities Investment Group
Iowa
$19K +$17K 3 0.02% Increased
1915
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$18K $0 1 0.01% Maintained
1916
FGAM
Financial Gravity Asset Management
Texas
$18K +$17.6K 3 0.01% New
1917
FIA
FNY Investment Advisers
New York
$18K -$96.7K 1 0.01% Reduced
1918
Advisory Alpha
Advisory Alpha
Michigan
$17.4K +$18.6K 2 0.01% New
1919
Capital Guardian Trust
Capital Guardian Trust
California
$17K +$15.1K 1 0% New
1920
FNB
Farmers National Bank
Kentucky
$17K +$15.8K 1 0.01% New
1921
OFW
Omnia Family Wealth
Florida
$17K +$9.64K 2 0.01% Increased
1922
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$17K -$3.11K 3 0% Reduced
1923
AWM
Avondale Wealth Management
Texas
$16K $0 1 0.01% Maintained
1924
FMP
Financial Management Professionals
Texas
$16K $0 2 0.01% Maintained
1925
SAM
Strategy Asset Managers
California
$16K +$14.7K 1 0% New