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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
2251
CAL
Capital Advisors Ltd
Ohio
$94K $0 1 0.02% Maintained
2252
MAWCM
Mine & Arao Wealth Creation & Management
California
$94K $0 1 0.09% Maintained
2253
AI
Atom Investors
Texas
$92K +$98.4K 1 0.01% New
2254
JWBC
John W. Brooker & Co
California
$91K $0 1 0.06% Maintained
2255
SIM
Sonora Investment Management
Arizona
$91K -$2.76K 2 0.01% Reduced
2256
SL
Savior LLC
Massachusetts
$90K +$276 3 0.11% Increased
2257
HFA
HC Financial Advisors
California
$89K $0 2 0.07% Maintained
2258
PEAK6 Investments
PEAK6 Investments
Illinois
$88K -$19.4M 1 0% Reduced
2259
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$88K $0 1 0.01% Maintained
2260
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$87K +$41.5K 1 0% Increased
2261
TFGT
TS Financial Group (TSFG)
Illinois
$86K +$295 2 0.06% Increased
2262
RG
Retirement Group
California
$85K +$67.6K 1 0.05% New
2263
VRM
Vectors Research Management
New York
$83K $0 2 0.03% Maintained
2264
CDIA
Capital Directions Investment Advisors
Georgia
$80K $0 1 0.03% Maintained
2265
HFA
Hoover Financial Advisors
Pennsylvania
$75K +$59.4K 1 0.03% New
2266
RMC
Resources Management Corp
Connecticut
$75K -$1.97K 3 0.01% Reduced
2267
SFPG
Stonebridge Financial Planning Group
Florida
$75K $0 2 0.06% Maintained
2268
HFS
HBC Financial Services
Washington
$73K -$27.1K 1 0.07% Reduced
2269
CPA
Cowen Prime Advisors
New York
$72K -$4K 1 0.04% Reduced
2270
THWM
Taylor Hoffman Wealth Management
Virginia
$70K +$55.3K 1 0.04% New
2271
DAM
Delta Asset Management
Tennessee
$69K -$4.46K 1 0.01% Reduced
2272
TJHA
Thomas J. Herzfeld Advisors
Florida
$69K +$3.87K 1 0.03% Increased
2273
MWP
Meridian Wealth Partners
Pennsylvania
$67K +$19.1K 2 0.04% Increased
2274
MWA
MFA Wealth Advisors
Pennsylvania
$66.2K -$3.07M 1 0.04% Reduced
2275
FCM
Fairbanks Capital Management
California
$66K $0 1 0.06% Maintained