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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
2101
CMBA
C.M. Bidwell & Associates
Hawaii
$42.4K -$40.7K 4 0.03% Reduced
2102
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$42.2K +$48.2K 3 0.01% New
2103
EARNEST Partners
EARNEST Partners
Georgia
$42.1K $0 2 0% Maintained
2104
FPF
First Pacific Financial
Washington
$41.7K +$9.31K 1 0.02% Increased
2105
WPA
West Paces Advisors
Georgia
$41.1K $0 2 0.01% Maintained
2106
TFM
TFC Financial Management
Massachusetts
$40.9K -$88.7K 4 0.01% Reduced
2107
JFA
JNBA Financial Advisors
Minnesota
$40.3K $0 4 0.01% Maintained
2108
HDIM
Hanson & Doremus Investment Management
Vermont
$40K +$17.6K 1 0.01% Increased
2109
Arax Advisory Partners
Arax Advisory Partners
Colorado
$40K +$2.86K 4 0.01% Increased
2110
AWM
Activest Wealth Management
Florida
$39.5K +$31.9K 5 0.02% Increased
2111
SouthState Corp
SouthState Corp
Florida
$38.3K -$9.7K 3 0% Reduced
2112
USB
Union Savings Bank
Connecticut
$37.2K $0 1 0.02% Maintained
2113
VCM
Versant Capital Management
Arizona
$36.8K -$26.9K 8 0.01% Reduced
2114
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$36.7K -$44.3K 4 0% Reduced
2115
OFG
Oxford Financial Group
Indiana
$36.2K -$252K 1 0% Reduced
2116
IRAG
Investment Research & Advisory Group
Georgia
$35.7K +$2.23K 2 0.02% Increased
2117
NIMI
Natixis Investment Managers International
France
$35.7K -$2.6K 1 0% Reduced
2118
PBK
Peoples Bank (Kansas)
Kansas
$35.3K +$40.5K 3 0.03% New
2119
HB
Horizon Bancorp
Indiana
$35K $0 2 0.02% Maintained
2120
EW
Evexia Wealth
Wisconsin
$33.2K +$1.46K 1 0.02% Increased
2121
CMA
Cedar Mountain Advisors
Oregon
$32.8K +$15.3K 3 0.01% Increased
2122
BCM
BluePath Capital Management
Georgia
$32.7K +$36.4K 1 0.03% New
2123
SC
Stephens Consulting
Michigan
$32.3K +$3 4 0.01% Increased
2124
FFA
First Foundation Advisors
California
$32.2K -$270K 1 0% Reduced
2125
EBA
Eagle Bay Advisors
New York
$32.2K -$11.4K 2 0.01% Reduced