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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
HBCM
Heron Bay Capital Management
Michigan
$61.3K +$67.8K 1 0.01% New
2252
PCMC
Planning Capital Management Corporation
Pennsylvania
$61.2K +$2.45K 6 0.04% Increased
2253
PP
Pacifica Partners
Canada
$61.1K -$11.7K 4 0.03% Reduced
2254
CBA
Coastal Bridge Advisors
Connecticut
$60.9K +$30.4K 1 0.02% New
2255
AAG
Armstrong Advisory Group
Massachusetts
$60.8K -$16.3K 7 0.01% Reduced
2256
RFG
REAP Financial Group
Texas
$60.6K +$52.5K 5 0.02% Increased
2257
PMFA
Plante Moran Financial Advisors
Michigan
$59.4K +$2.88K 7 0.01% Increased
2258
BCM
Birch Capital Management
Texas
$59.3K $0 2 0.03% Maintained
2259
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$58.7K $0 1 0% Maintained
2260
CWP
Concord Wealth Partners
Virginia
$58.2K -$23.2K 9 0.01% Reduced
2261
OFS
OneAscent Financial Services
Alabama
$58K +$59.6K 1 0.01% Increased
2262
FGAM
Financial Gravity Asset Management
Texas
$57.9K +$58.1K 5 0.01% Increased
2263
TC
Torno Capital
Massachusetts
$57.4K +$59.1K 1 0% New
2264
BIA
Bell Investment Advisors
California
$56.3K +$700 7 0.01% Increased
2265
FRA
Front Row Advisors
California
$55.1K $0 3 0.02% Maintained
2266
HNB
Hilltop National Bank
Wyoming
$54.7K +$2.1K 4 0.02% Increased
2267
PRWA
Platte River Wealth Advisors
Colorado
$53.5K +$19.7K 1 0.02% Increased
2268
CPG
Cornerstone Planning Group
New Jersey
$53.5K +$6.59K 10 0.02% Increased
2269
SIC
SJS Investment Consulting
Ohio
$53.1K +$15.6K 10 0.01% Increased
2270
WWM
Wolff Wiese Magana
California
$52.2K -$45.7K 7 0.04% Reduced
2271
OCM
Orion Capital Management
California
$52K -$11.4K 2 0.03% Reduced
2272
JFA
JNBA Financial Advisors
Minnesota
$51.7K $0 4 0.01% Maintained
2273
TC
Tacita Capital
Ontario, Canada
$51.7K -$29.3K 2 0.04% Reduced
2274
SN
Sittner & Nelson
Oregon
$51.5K -$1.06K 3 0.03% Reduced
2275
SC
Sawyer & Company
Massachusetts
$51K +$1.1K 2 0.02% Increased