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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
2376
AIP
Ahrens Investment Partners
Louisiana
$31.9K +$32.5K 5 0.02% New
2377
IAG
Investmark Advisory Group
Connecticut
$31.1K $0 1 0.02% Maintained
2378
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$31.1K $0 2 0.02% Maintained
2379
EC
EJF Capital
Virginia
$30.5K -$1.28M 1 0.01% Reduced
2380
SSG
Summit Securities Group
New York
$30K -$233K 5 0% Reduced
2381
UAML
US Asset Management LLC
Pennsylvania
$30K -$488 1 0.03% Reduced
2382
Waverly Advisors
Waverly Advisors
Alabama
$29.6K +$34.4K 1 0% New
2383
HWP
Highline Wealth Partners
California
$29.4K -$7 4 0.02% Reduced
2384
CSWM
Cassady Schiller Wealth Management
Ohio
$29.3K -$1.1K 3 0.01% Reduced
2385
RG
Retirement Group
California
$29K +$6.86K 6 0.01% Increased
2386
M1FG
Mach-1 Financial Group
Arkansas
$28.8K +$32.8K 3 0.18% New
2387
NMG
New Millennium Group
Utah
$28.1K $0 3 0.03% Maintained
2388
AIP
Almanack Investment Partners
Pennsylvania
$28K $0 1 0.01% Maintained
2389
CWA
Clarus Wealth Advisors
Arizona
$28K +$28.4K 1 0.02% New
2390
LF
Lee Financial
Texas
$27K -$14.8K 4 0% Reduced
2391
RFG
RFP Financial Group
Georgia
$26.8K -$14.1K 2 0.03% Reduced
2392
NAS
Nicolet Advisory Services
Wisconsin
$26.8K +$24.4K 1 0% New
2393
AP
Arlington Partners
Alabama
$26.7K -$98.3K 1 0% Reduced
2394
DSC
Duncker Streett & Co
Missouri
$26.6K $0 2 0.01% Maintained
2395
FFA
Fairfield Financial Advisors
Massachusetts
$26.6K -$1.13K 3 0.01% Reduced
2396
BWS
Buck Wealth Strategies
Colorado
$25.8K +$25.9K 2 0.01% New
2397
NECFA
New England Capital Financial Advisors
Connecticut
$25.8K -$12.8K 2 0.02% Reduced
2398
EP
Eudaimonia Partners
Tennessee
$25.3K -$5.59K 1 0.01% Reduced
2399
TWD
True Wealth Design
Ohio
$25.2K -$754 3 0.01% Reduced
2400
AC
Annandale Capital
Texas
$25K -$14K 2 0.01% Reduced