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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
TIM
Total Investment Management
Arizona
$78.6K +$40.7K 2 0.01% Increased
2377
YAL
Your Advocates Ltd
Texas
$77.9K -$378 3 0.03% Reduced
2378
AFS
AFG Fiduciary Services
Massachusetts
$77.4K +$91.9K 1 0.05% New
2379
MFA
McClarren Financial Advisors
Pennsylvania
$76K +$3.04K 2 0.01% Increased
2380
OFG
Oxford Financial Group
Indiana
$75.7K $0 1 0% Maintained
2381
UIA
Ulland Investment Advisors
Minnesota
$75K +$71.7K 1 0.05% New
2382
CIA
Cape Investment Advisory
Georgia
$74.3K -$6.11K 4 0.03% Reduced
2383
GSIS
Global Strategic Investment Solutions
Arizona
$74.2K $0 2 0.01% Maintained
2384
CPG
Cornerstone Planning Group
New Jersey
$73.4K -$187 12 0.02% Reduced
2385
PP
Pacifica Partners
Canada
$73.3K $0 4 0.03% Maintained
2386
TC
Tacita Capital
Ontario, Canada
$73.2K +$3.68K 2 0.05% Increased
2387
SC
Stephens Consulting
Michigan
$72.9K +$2.04K 6 0.02% Increased
2388
W
WealthCollab
Washington
$72.5K -$401 6 0.05% Reduced
2389
CFO
CVA Family Office
Colorado
$72.4K -$15.3K 6 0.01% Reduced
2390
PS
Planned Solutions
California
$72.1K +$71.3K 4 0.03% New
2391
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$71.8K $0 2 0.01% Maintained
2392
RFG
REAP Financial Group
Texas
$69.2K +$3.81K 5 0.02% Increased
2393
CWP
Concord Wealth Partners
Virginia
$69K -$68 9 0.01% Reduced
2394
PCMC
Planning Capital Management Corporation
Pennsylvania
$69K +$4.66K 10 0.05% Increased
2395
SIC
SJS Investment Consulting
Ohio
$68K +$11.2K 7 0.01% Increased
2396
SC
Sawyer & Company
Massachusetts
$68K $0 2 0.03% Maintained
2397
CYG
Clean Yield Group
Vermont
$67.9K +$5.15K 3 0.02% Increased
2398
PMFA
Plante Moran Financial Advisors
Michigan
$67.8K +$2.85K 6 0.01% Increased
2399
MBFW
Morton Brown Family Wealth
Pennsylvania
$67.1K +$64.6K 1 0.02% New
2400
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$66.8K $0 4 0% Maintained