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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
1926
SC
Solstein Capital
California
$88K +$69.2K 1 0.34% Increased
1927
PP
Pacifica Partners
Canada
$85K +$5.63K 1 0.11% Increased
1928
AIM
Alambic Investment Management
California
$84K -$129K 1 0.2% Reduced
1929
HFM
Hartford Financial Management
Connecticut
$84K -$173K 2 0.03% Reduced
1930
ME
McIlrath & Eck
Washington
$83K -$23.7K 1 0.05% Reduced
1931
BWM
Baystate Wealth Management
Massachusetts
$82K $0 2 0.01% Maintained
1932
CAW
Cornerstone Advisors (Washington)
Washington
$81K +$80.2K 1 0.01% Increased
1933
CAC
Certified Advisory Corp
Florida
$80K +$30.2K 3 0.03% Increased
1934
FCA
FinTrust Capital Advisors
South Carolina
$80K -$45.7K 2 0.04% Reduced
1935
NPP
New Potomac Partners
Maryland
$79K $0 1 0.09% Maintained
1936
AGM
Alpine Global Management
New York
$77K -$18.9M 1 0.02% Reduced
1937
HP
Hikari Power
Japan
$77K $0 1 0.01% Maintained
1938
PCMK
Paragon Capital Management (Kansas)
Kansas
$77K +$88.4K 2 0.06% New
1939
WCG
Weaver Consulting Group
California
$76K -$14.6K 3 0.05% Reduced
1940
JFA
JNBA Financial Advisors
Minnesota
$75K -$9.49K 2 0.02% Reduced
1941
TFO
Tarbox Family Office
California
$75K +$5.95K 4 0.02% Increased
1942
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$73K +$5.67K 2 0.02% Increased
1943
HFS
HBC Financial Services
Washington
$73K +$189K 1 0.08% New
1944
BCM
Blume Capital Management
California
$72K +$5.52K 2 0.05% Increased
1945
EARNEST Partners
EARNEST Partners
Georgia
$67K $0 3 0% Maintained
1946
MWC
MBM Wealth Consultants
Missouri
$66K $0 1 0.05% Maintained
1947
MF
Manchester Financial
California
$64K -$43.9K 2 0.05% Reduced
1948
MHR
Matthew Hamilton Rosenberg
$64K +$82.4K 1 0.06% New
1949
PW
Price Wealth
Texas
$64K -$33K 1 0.02% Reduced
1950
WPA
West Paces Advisors
Georgia
$62.8K -$12.4K 1 0.04% Reduced