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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
2326
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$70.7K +$17.7K 7 0% Increased
2327
NCTC
New Covenant Trust Company
Indiana
$70.6K +$64.3K 2 0.07% New
2328
FRA
Front Row Advisors
California
$70.5K $0 3 0.03% Maintained
2329
NI
NCP Inc
California
$69.9K +$49.9K 3 0.05% New
2330
JNBA Financial Advisors
JNBA Financial Advisors
Minnesota
$69.5K $0 4 0.01% Maintained
2331
BCM
Birch Capital Management
Texas
$68.8K -$5.21K 2 0.04% Reduced
2332
W
WealthCollab
Washington
$68.7K +$1.27K 5 0.05% Increased
2333
D.L. Carlson Investment Group
D.L. Carlson Investment Group
New Hampshire
$68.4K +$76.3K 1 0.01% New
2334
Blume Capital Management
Blume Capital Management
California
$68K $0 2 0.02% Maintained
2335
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$67.7K -$1.23K 1 0% Reduced
2336
AFWM
Abich Financial Wealth Management
Virginia
$65.5K +$56.2K 10 0.05% Increased
2337
KWAG
Kiely Wealth Advisory Group
North Carolina
$65.4K $0 1 0.04% Maintained
2338
IRAG
Investment Research & Advisory Group
Georgia
$65K +$10.9K 3 0.03% Increased
2339
Bell Investment Advisors
Bell Investment Advisors
California
$63.6K -$5.76K 8 0.01% Reduced
2340
SWM
Sanctuary Wealth Management
Idaho
$63.4K +$11.8K 6 0.05% Increased
2341
NFG
Norris Financial Group
South Carolina
$62K -$1.22K 1 0.03% Reduced
2342
TFC Financial Management
TFC Financial Management
Massachusetts
$61.6K +$2.07K 7 0.01% Increased
2343
Bangor Savings Bank
Bangor Savings Bank
Maine
$61.4K -$3.5K 1 0.01% Reduced
2344
HNB
Hilltop National Bank
Wyoming
$61.3K +$54.6K 4 0.02% New
2345
PCS
Private Client Services
Kentucky
$61.2K +$41.1K 1 0.04% New
2346
RCM
Raleigh Capital Management
North Carolina
$61.2K +$29.1K 3 0.03% Increased
2347
PRWA
Platte River Wealth Advisors
Colorado
$61K +$109K 1 0.02% New
2348
Foguth Wealth Management
Foguth Wealth Management
Michigan
$60.3K +$54.8K 1 0.03% New
2349
Signal Advisors Wealth
Signal Advisors Wealth
Michigan
$60.3K -$7.82K 1 0.02% Reduced
2350
T
Tidemark
California
$59.4K -$10.2K 4 0.03% Reduced