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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
TIM
Tortoise Investment Management
New York
$34.3K +$29.6K 2 0% Increased
2327
SAW
Signal Advisors Wealth
Michigan
$34.3K -$7.77K 1 0.07% Reduced
2328
EL
EWA LLC
Pennsylvania
$34.1K -$4.48K 1 0.01% Reduced
2329
IWP
IAG Wealth Partners
Wisconsin
$34K +$6.55K 3 0.01% Increased
2330
Country Trust Bank
Country Trust Bank
Illinois
$33.6K -$22.9M 2 0% Reduced
2331
SOAMC
Spirit of America Management Corp
New York
$33.3K +$34.5K 1 0.01% New
2332
FFA
Fairfield Financial Advisors
Massachusetts
$33.2K +$33.5K 3 0.01% New
2333
SWM
Sanctuary Wealth Management
Idaho
$33.2K -$17K 2 0.03% Reduced
2334
JWM
Janiczek Wealth Management
Colorado
$32.1K +$191 5 0.01% Increased
2335
CHA
Carmichael Hill & Associates
Maryland
$32K +$5.49K 6 0.01% Increased
2336
RA
Ransom Advisory
Rhode Island
$31.7K +$11.8K 2 0.02% Increased
2337
BFA
BBJS Financial Advisors
Washington
$31.5K -$5.56K 2 0.01% Reduced
2338
KFI
Key Financial Inc
Pennsylvania
$30.5K +$1.05K 4 0.01% Increased
2339
PCM
Perritt Capital Management
Illinois
$29.8K $0 1 0.02% Maintained
2340
Sit Investment Associates
Sit Investment Associates
Minnesota
$29K $0 1 0% Maintained
2341
IHWM
Iron Horse Wealth Management
Iowa
$29K $0 2 0.01% Maintained
2342
AWM
Accel Wealth Management
Iowa
$28.9K +$32.8K 1 0.01% New
2343
FAG
Fortitude Advisory Group
Washington
$28.9K $0 1 0.02% Maintained
2344
SWS
SYSTM Wealth Solutions
Illinois
$28.8K +$10.6K 1 0.01% Increased
2345
KFS
Kelly Financial Services
Massachusetts
$26.7K +$20 6 0.01% Increased
2346
GJWM
Gilliland Jeter Wealth Management
Arkansas
$26.3K +$7.03K 4 0.01% Increased
2347
LTI
Laffer Tengler Investments
Tennessee
$26.2K +$14.2K 2 0.01% Increased
2348
AT
Arlington Trust
Alabama
$25.9K $0 3 0.01% Maintained
2349
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$25.8K $0 1 0.04% Maintained
2350
IRAG
Investment Research & Advisory Group
Georgia
$25.8K -$23.7K 3 0.01% Reduced