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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
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$79.2K $0 4 0.02% Maintained
2252
EL
EWA LLC
Pennsylvania
$79.1K +$17.8K 2 0.04% Increased
2253
DFG
Delta Financial Group
New Jersey
$79K +$20.4K 1 0.02% Increased
2254
GWMIA
Global Wealth Management Investment Advisory
Florida
$78.9K -$30.2K 6 0.02% Reduced
2255
MBFW
Morton Brown Family Wealth
Pennsylvania
$78.6K +$57.5K 2 0.03% New
2256
SNB
Security National Bank
Nebraska
$78.3K +$73K 1 0.02% New
2257
CWM
CarsonAllaria Wealth Management
Illinois
$78K +$1.51K 7 0.06% Increased
2258
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$77.8K -$12.5M 3 0% Reduced
2259
AP
Advisors Preferred
Maryland
$77.6K +$51.2K 4 0.01% Increased
2260
HB
Horizon Bancorp
Indiana
$77K $0 2 0.04% Maintained
2261
BGAI
Bruce G. Allen Investments
Colorado
$74.7K +$66.7K 4 0.07% New
2262
WAM
Warberg Asset Management
Illinois
$74.4K -$30.5K 5 0.01% Reduced
2263
HFM
Hartford Financial Management
Connecticut
$74.1K +$9.34K 4 0.02% Increased
2264
HWA
HHM Wealth Advisors
Tennessee
$73.8K -$1.81K 6 0.01% Reduced
2265
CPA
Clear Point Advisors
New York
$72.1K +$38.9K 5 0.06% New
2266
TAM
Tucker Asset Management
Colorado
$71.7K -$89.8K 10 0.02% Reduced
2267
AWM
AllSquare Wealth Management
New York
$71.7K -$1.63K 5 0.04% Reduced
2268
RWM
Raffa Wealth Management
District of Columbia
$71.3K +$2.95K 4 0.02% Increased
2269
BCM
Birch Capital Management
Texas
$70.1K $0 2 0.04% Maintained
2270
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$70.1K +$59.9K 2 0.03% New
2271
AW
Avion Wealth
Texas
$70K +$8.48K 7 0.02% Increased
2272
OFG
Oxford Financial Group
Indiana
$70K +$14.7K 1 0.01% Increased
2273
AIMA
Ables Iannone Moore & Associates
Georgia
$69.3K +$64.3K 2 0.05% New
2274
MIM
Macroview Investment Management
Maryland
$68K +$39.8K 3 0.08% Increased
2275
OCAM
Owl Creek Asset Management
New York
$67.8K +$52.6K 1 0.01% New