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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
WPA
West Paces Advisors
Georgia
$46.9K $0 2 0.01% Maintained
2252
TF
TimeScale Financial
Massachusetts
$46.2K $0 6 0.01% Maintained
2253
BAM
Bosun Asset Management
Illinois
$46K +$43.1K 2 0.05% New
2254
TLCM
Twin Lakes Capital Management
California
$45.2K $0 1 0.03% Maintained
2255
TJHA
Thomas J. Herzfeld Advisors
Florida
$45.2K +$8.52K 1 0.02% Increased
2256
SWA
Sutton Wealth Advisors
Florida
$44.7K -$10.3K 6 0.02% Reduced
2257
JFA
JNBA Financial Advisors
Minnesota
$44.2K +$341 4 0.01% Increased
2258
VC
Vestor Capital
Illinois
$44K +$41.3K 1 0% New
2259
NIMI
Natixis Investment Managers International
France
$43.4K -$2.73K 1 0% Reduced
2260
LP
LGL Partners
Pennsylvania
$42.6K $0 1 0.01% Maintained
2261
WIM
WealthPlan Investment Management
Nebraska
$42K -$351K 4 0.01% Reduced
2262
SF
Safeguard Financial
Wisconsin
$42K +$40.3K 3 0.02% New
2263
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$41.6K -$4.36K 1 0% Reduced
2264
Arax Advisory Partners
Arax Advisory Partners
Colorado
$41.1K +$6.13K 6 0.01% Increased
2265
KFI
Key Financial Inc
Pennsylvania
$40.5K +$3.22K 4 0.01% Increased
2266
RCG
Rock Creek Group
District of Columbia
$40.3K +$5.25K 1 0.01% Increased
2267
IRAG
Investment Research & Advisory Group
Georgia
$40.2K +$8.18K 2 0.02% Increased
2268
Magellan Asset Management
Magellan Asset Management
Australia
$38.9K -$16.9M 1 0% Reduced
2269
FPF
First Pacific Financial
Washington
$38K +$38.9K 1 0.02% New
2270
MFA
McClarren Financial Advisors
Pennsylvania
$38K +$34.4K 1 0.03% Increased
2271
PWM
Praetorian Wealth Management
California
$37.5K $0 1 0.01% Maintained
2272
SC
Stephens Consulting
Michigan
$37.2K -$26.8K 4 0.01% Reduced
2273
TAM
Tucker Asset Management
Colorado
$36.6K +$15.8K 13 0.01% Increased
2274
RFG
RFP Financial Group
Georgia
$36.1K +$14.7K 4 0.01% Increased
2275
GWSA
Global Wealth Strategies & Associates
Colorado
$35.2K +$15.7K 4 0.02% Increased