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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
2176
TC
TAP Consulting
Missouri
$207K +$164K 1 0.1% New
2177
BFC
Bedel Financial Consulting
Indiana
$206K -$107 2 0.11% Reduced
2178
CAM
Carret Asset Management
New York
$206K +$163K 1 0.03% New
2179
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$206K +$163K 1 0% New
2180
SB
Strategic Blueprint
Georgia
$205K -$1.49M 1 0.07% Reduced
2181
HWA
HHM Wealth Advisors
Tennessee
$204K $0 2 0.09% Maintained
2182
HI
Human Investing
Oregon
$204K +$25.6K 2 0.07% Increased
2183
PBC
Pavion Blue Capital
California
$204K +$162K 1 0.18% New
2184
SIA
Strategic Investment Advisors
Michigan
$203K +$161K 1 0.08% New
2185
PGAM
Princeton Global Asset Management
New Jersey
$202K +$9.67K 1 0.06% Increased
2186
CG
CFO4Life Group
Texas
$201K +$159K 1 0.08% New
2187
FL
Fort LP
Maryland
$201K -$491K 1 0.11% Reduced
2188
QAM
QCI Asset Management
New York
$201K -$18.1K 1 0.02% Reduced
2189
TC
TradeLink Capital
Illinois
$201K +$147K 1 0.83% New
2190
FC
Financial Consulate
Maryland
$200K +$159K 1 0.1% New
2191
GA
Gateway Advisory
New Jersey
$200K +$159K 1 0.06% New
2192
NCP
NexWave Capital Partners
New York
$200K +$159K 1 0.31% New
2193
PA
PFG Advisors
Arizona
$200K +$120K 1 0.05% New
2194
RWM
Raffa Wealth Management
District of Columbia
$199K +$2.05K 2 0.08% Increased
2195
CAW
Cornerstone Advisors (Washington)
Washington
$196K +$24.3K 1 0.02% Increased
2196
AFA
American Financial Advisors
Georgia
$194K +$204K 1 0.03% New
2197
TCM
Tradewinds Capital Management
Washington
$193K +$22.2K 4 0.05% Increased
2198
Apollon Wealth Management
Apollon Wealth Management
South Carolina
$192K +$115K 3 0.08% New
2199
HS
HighVista Strategies
Massachusetts
$190K -$2.58M 1 0.16% Reduced
2200
CAC
Certified Advisory Corp
Florida
$185K +$25.3K 3 0.06% Increased