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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
LFA
Legend Financial Advisors
Pennsylvania
$5.85K $0 1 0.01% Maintained
2252
RTL
Red Tortoise LLC
Georgia
$5.84K +$2.37K 3 0% Increased
2253
LOIM
Liberty One Investment Management
Illinois
$5.58K +$991 1 0% Increased
2254
CFS
CGC Financial Services
Oregon
$5.44K -$4.67K 5 0% Reduced
2255
IA
IFS Advisors
Kansas
$5.4K $0 2 0.01% Maintained
2256
KWM
Kolinsky Wealth Management
New Jersey
$5.38K $0 1 0.01% Maintained
2257
BAM
Bellevue Asset Management
Washington
$5.25K -$843 3 0% Reduced
2258
TCA
Trifecta Capital Advisors
Illinois
$5.22K -$1.95K 2 0% Reduced
2259
BOC
Bull Oak Capital
California
$4.86K +$5.47K 2 0.01% New
2260
DCM
Davidson Capital Management
Texas
$4.85K +$2.08K 1 0% Increased
2261
CTWM
Cherry Tree Wealth Management
Minnesota
$4.79K -$558 1 0% Reduced
2262
PWA
Provenance Wealth Advisors
Florida
$4.61K +$5.77K 2 0% New
2263
RF
Robinswood Financial
Washington
$4.49K $0 2 0% Maintained
2264
WAM
WFA Asset Management
Wisconsin
$4.44K +$977 2 0% Increased
2265
SVCP
Silicon Valley Capital Partners
California
$4.43K $0 1 0% Maintained
2266
TIM
Tortoise Investment Management
New York
$4.42K $0 2 0% Maintained
2267
FWA
FSC Wealth Advisors
New York
$4.27K -$43K 1 0% Reduced
2268
TFG
Team Financial Group
California
$4.12K +$4.28K 2 0% New
2269
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$4K $0 1 0% Maintained
2270
RDIA
RE Dickinson Investment Advisors
Iowa
$4K $0 1 0% Maintained
2271
RBC
Roble Belko & Company
Pennsylvania
$4K $0 5 0% Maintained
2272
MIM
Macroview Investment Management
Maryland
$3.86K +$3.18K 3 0.01% Increased
2273
PSB
Piscataqua Savings Bank
New Hampshire
$3.8K $0 1 0% Maintained
2274
LAM
L2 Asset Management
Massachusetts
$3.46K +$474K 1 0% New
2275
UFF
USA Financial Formulas
Michigan
$3.45K $0 1 0.01% Maintained