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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
2226
APC
Aspire Private Capital
North Carolina
$97.9K +$7.45K 4 0.03% Increased
2227
VCM
Versant Capital Management
Arizona
$96.8K +$26.1K 8 0.03% Increased
2228
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$95.5K -$269K 9 0.04% Reduced
2229
CWC
Carolinas Wealth Consulting
North Carolina
$94.5K $0 3 0.02% Maintained
2230
YAL
Your Advocates Ltd
Texas
$94.3K +$277 4 0.04% Increased
2231
GJIA
Glass Jacobson Investment Advisors
Maryland
$93.5K +$58 6 0.04% Increased
2232
DMBA
Deseret Mutual Benefit Administrators
Utah
$92.7K -$9.28K 1 0.05% Reduced
2233
WPWM
Western Pacific Wealth Management
Illinois
$92.1K +$85.9K 1 0.07% New
2234
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$90.8K +$56K 2 0.04% Increased
2235
TFA
Toth Financial Advisory
Virginia
$90K +$4.01K 6 0.01% Increased
2236
RG
Retirement Group
California
$89.2K +$39.6K 6 0.04% Increased
2237
FCG
Financial Connections Group
California
$89K +$69.8K 2 0.06% Increased
2238
GAMC
Garner Asset Management Corp
Texas
$87.1K +$89K 1 0.04% New
2239
POIA
Pin Oak Investment Advisors
Texas
$87K +$11.4K 3 0.09% Increased
2240
TF
Tompkins Financial
New York
$86.5K -$129K 4 0.01% Reduced
2241
WWM
Wolff Wiese Magana
California
$85.1K -$6.19K 7 0.08% Reduced
2242
OAJ
Ogorek Anthony Joseph
New York
$85K -$40.1K 1 0.03% Reduced
2243
CBT
Central Bank & Trust
Kentucky
$84.9K $0 3 0.01% Maintained
2244
CMF
Counterpoint Mutual Funds
California
$84.4K -$536K 1 0.03% Reduced
2245
S
Sachetta
Massachusetts
$83.8K +$72.4K 5 0.04% New
2246
DCBT
Dakota Community Bank & Trust
North Dakota
$83.4K +$29.1K 2 0.47% Increased
2247
NMM
Naples Money Management
Florida
$81.2K +$73.2K 3 0.08% New
2248
EWM
Evermay Wealth Management
Virginia
$80.8K +$573 3 0.02% Increased
2249
M
MOTCO
Texas
$80.5K -$2.29K 2 0.01% Reduced
2250
ANBT
American National Bank & Trust
Texas
$79.7K +$565 2 0.01% Increased