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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
2201
ATC
Advantage Trust Company
Kansas
$92.3K +$20.2K 3 0.07% Increased
2202
SCA
Sippican Capital Advisors
Massachusetts
$92.1K +$55.9K 1 0.07% New
2203
M
MOTCO
Texas
$92K +$1.43K 6 0.01% Increased
2204
YAL
Your Advocates Ltd
Texas
$91.3K -$27 4 0.04% Reduced
2205
CCB
Country Club Bank
Missouri
$90.4K $0 1 0.01% Maintained
2206
CBT
Central Bank & Trust
Kentucky
$87.4K -$10.4K 2 0.01% Reduced
2207
PBK
Peoples Bank (Kansas)
Kansas
$87.3K $0 2 0.07% Maintained
2208
OAJ
Ogorek Anthony Joseph
New York
$87K -$1K 2 0.03% Reduced
2209
SIA
SkyView Investment Advisors
New Jersey
$87K +$106K 1 0.02% New
2210
CA
Corrado Advisors
New Jersey
$84.9K $0 1 0.05% Maintained
2211
DP
Denver PWM
Colorado
$84.7K +$91.9K 2 0.03% New
2212
PWMG
Private Wealth Management Group
New Jersey
$84K +$1.17K 9 0.04% Increased
2213
DCBT
Dakota Community Bank & Trust
North Dakota
$83.4K -$3.5K 1 0.45% Reduced
2214
CWC
Carolinas Wealth Consulting
North Carolina
$82.8K -$42.2K 3 0.02% Reduced
2215
FMP
Financial Management Professionals
Texas
$82K -$35.6K 7 0.01% Reduced
2216
EPW
Evergreen Private Wealth
Colorado
$80.9K +$1.91K 2 0.04% Increased
2217
BTC
Bank & Trust Company
Illinois
$80.5K +$88.2K 1 0.07% New
2218
TCM
Tradewinds Capital Management
Washington
$80.4K +$13.4K 9 0.02% Increased
2219
HFM
Hartford Financial Management
Connecticut
$79.8K -$14.8K 4 0.02% Reduced
2220
SC
Stephens Consulting
Michigan
$79.6K +$20.5K 5 0.02% Increased
2221
GSC
Ground Swell Capital
South Carolina
$78.9K +$94.5K 4 0.06% Increased
2222
RWM
Raffa Wealth Management
District of Columbia
$78.1K +$7.7K 4 0.02% Increased
2223
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$75K $0 3 0% Maintained
2224
EWM
Evermay Wealth Management
Virginia
$74.9K -$472 5 0.01% Reduced
2225
MWA
MFA Wealth Advisors
Pennsylvania
$74.4K +$79.2K 6 0.02% New