← All themes

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
2351
Princeton Global Asset Management
Princeton Global Asset Management
New Jersey
$58.9K +$17.5K 3 0.01% Increased
2352
PP
PFS Partners
New Jersey
$58.4K +$10.4K 5 0.04% Increased
2353
SC
Sawyer & Company
Massachusetts
$58.3K $0 1 0.02% Maintained
2354
CWR
Chico Wealth RIA
California
$58.1K $0 1 0.05% Maintained
2355
HWP
Highline Wealth Partners
California
$58K +$3.13K 3 0.02% Increased
2356
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$58K -$48.7K 3 0% Reduced
2357
Armstrong Advisory Group
Armstrong Advisory Group
Massachusetts
$57.9K $0 7 0.01% Maintained
2358
TLCM
Twin Lakes Capital Management
California
$57.4K $0 1 0.04% Maintained
2359
WOC
West Oak Capital
California
$57K +$1.48K 5 0.02% Increased
2360
RFA
Register Financial Advisors
Georgia
$55.9K +$49.4K 3 0.03% New
2361
Colonial Trust Advisors
Colonial Trust Advisors
South Carolina
$55.4K -$1.73M 9 0.01% Reduced
2362
PA
Pineridge Advisors
Missouri
$55.3K -$88 3 0.02% Reduced
2363
Shufro Rose & Co
Shufro Rose & Co
New York
$55.2K +$55.1K 1 0% New
2364
Plante Moran Financial Advisors
Plante Moran Financial Advisors
Michigan
$54.1K +$2.42K 6 0.01% Increased
2365
Country Club Bank
Country Club Bank
Missouri
$53.9K $0 1 0% Maintained
2366
Cornerstone Planning Group
Cornerstone Planning Group
New Jersey
$53.8K -$9.8K 11 0.02% Reduced
2367
GWSA
Global Wealth Strategies & Associates
Colorado
$52.9K -$580 4 0.02% Reduced
2368
BMCM
Black Maple Capital Management
Wisconsin
$52.7K +$51.5K 1 0.03% New
2369
MFA
McClarren Financial Advisors
Pennsylvania
$52K $0 2 0.04% Maintained
2370
TIM
Total Investment Management
Arizona
$51.3K -$75.7K 1 0.01% Reduced
2371
MV Capital Management
MV Capital Management
Maryland
$50.6K -$346K 2 0.01% Reduced
2372
OP
ORG Partners
Indiana
$48.1K -$386K 3 0.09% Reduced
2373
First Pacific Financial
First Pacific Financial
Washington
$47.8K $0 1 0.01% Maintained
2374
PCM
Perritt Capital Management
Illinois
$46.7K -$139K 1 0.03% Reduced
2375
Hanson & Doremus Investment Management
Hanson & Doremus Investment Management
Vermont
$46K $0 1 0.01% Maintained