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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
2351
WIA
Wetzel Investment Advisors
Indiana
$25.7K $0 3 0.01% Maintained
2352
ME
McIlrath & Eck
Washington
$25.6K +$1.68K 3 0% Increased
2353
TCG
Transcendent Capital Group
Oklahoma
$25.5K +$827 4 0.01% Increased
2354
GFPC
Global Financial Private Client
Florida
$24.4K $0 3 0.01% Maintained
2355
RFG
RFP Financial Group
Georgia
$24K +$6K 5 0.01% Increased
2356
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$23.8K -$5.78K 3 0.01% Reduced
2357
SC
Swan Capital
Florida
$23.8K +$25.5K 9 0.01% New
2358
TWP
Triad Wealth Partners
Kansas
$23.6K +$26.8K 6 0.01% New
2359
Aspiriant LLC
Aspiriant LLC
California
$23.4K -$2.31K 1 0% Reduced
2360
WSCM
Wellington Shields Capital Management
New York
$23.2K -$6.36K 1 0% Reduced
2361
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K -$14K 1 0.01% Reduced
2362
PPWM
PFG Private Wealth Management
Florida
$22.8K $0 1 0.01% Maintained
2363
TCM
TD Capital Management
Tennessee
$22.5K -$191 1 0% Reduced
2364
NMM
Naples Money Management
Florida
$22.4K -$5.86K 4 0.02% Reduced
2365
PPA
Painted Porch Advisors
California
$21.6K +$22.9K 3 0.01% New
2366
NECFA
New England Capital Financial Advisors
Connecticut
$21.2K $0 2 0.01% Maintained
2367
FC
Fairscale Capital
New Hampshire
$20.4K +$21.1K 2 0.02% New
2368
CSWM
Cassady Schiller Wealth Management
Ohio
$20K -$12.4K 3 0.01% Reduced
2369
BIC
Beach Investment Counsel
Pennsylvania
$20K +$22.3K 1 0% New
2370
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$20K -$126K 2 0% Reduced
2371
SC
Solstein Capital
California
$19.7K $0 1 0.01% Maintained
2372
FFA
Frazier Financial Advisors
Ohio
$19.4K +$3.2K 4 0.02% Increased
2373
TWD
True Wealth Design
Ohio
$19.3K $0 1 0% Maintained
2374
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$19.1K +$4.87K 1 0.01% Increased
2375
SWP
SIMA Wealth Partners
Virginia
$19.1K +$19.8K 1 0.02% New