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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
2151
HWP
Hibernia Wealth Partners
Louisiana
$23.3K +$26K 1 0.02% New
2152
PGAM
Princeton Global Asset Management
New Jersey
$23.3K -$3.78K 1 0.01% Reduced
2153
CPG
Cornerstone Planning Group
New Jersey
$23.2K +$5.74K 10 0.01% Increased
2154
BWS
Buck Wealth Strategies
Colorado
$23.1K -$4.04K 3 0.01% Reduced
2155
DFG
Delta Financial Group
New Jersey
$23K -$52.2K 1 0.01% Reduced
2156
TCM
TD Capital Management
Tennessee
$22.8K -$8.27K 1 0% Reduced
2157
CSWM
Cassady Schiller Wealth Management
Ohio
$22.7K $0 3 0.01% Maintained
2158
PAI
Pittenger & Anderson Inc
Nebraska
$22.6K -$35.1K 3 0% Reduced
2159
WTG
West Tower Group
Virginia
$22.6K +$5.33K 2 0.01% Increased
2160
RG
Retirement Group
California
$22.3K -$1.39K 4 0.01% Reduced
2161
FFA
Fairfield Financial Advisors
Massachusetts
$22.1K $0 3 0.01% Maintained
2162
FWP
FAS Wealth Partners
Kansas
$22K $0 1 0% Maintained
2163
SIA
SkyView Investment Advisors
New Jersey
$22K $0 1 0.01% Maintained
2164
JWM
Janiczek Wealth Management
Colorado
$21.7K +$11.5K 5 0.01% Increased
2165
CT
Caldwell Trust
Florida
$21.4K $0 3 0% Maintained
2166
BC
Barrett & Company
Rhode Island
$21.3K +$1.7K 5 0.01% Increased
2167
LF
Lee Financial
Texas
$21.1K $0 4 0% Maintained
2168
PS
PayPay Securities
Japan
$20.9K +$11.6K 4 0.95% Increased
2169
TJHA
Thomas J. Herzfeld Advisors
Florida
$20.9K -$20.8K 1 0.01% Reduced
2170
TWP
TFO Wealth Partners
Ohio
$20.3K +$872 4 0% Increased
2171
Sit Investment Associates
Sit Investment Associates
Minnesota
$20K -$34.1K 1 0% Reduced
2172
SC
Solstein Capital
California
$19.9K $0 1 0.02% Maintained
2173
CD
Chapin Davis
Maryland
$19.7K +$2.49K 1 0.01% Increased
2174
ICM
Ionic Capital Management
New York
$19.6K -$40.4K 1 0% Reduced
2175
RTC
Riverview Trust Company
Washington
$19.6K -$4.56K 1 0.02% Reduced