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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
2401
Sit Investment Associates
Sit Investment Associates
Minnesota
$38K $0 1 0% Maintained
2402
SIC
SJS Investment Consulting
Ohio
$37.5K -$34.6K 8 0.01% Reduced
2403
KFS
Kelly Financial Services
Massachusetts
$36.3K +$7.69K 5 0.01% Increased
2404
KFI
Key Financial Inc
Pennsylvania
$36.1K $0 3 0.01% Maintained
2405
IWP
IAG Wealth Partners
Wisconsin
$35.3K $0 2 0.01% Maintained
2406
AP
Aspect Partners
Virginia
$35.1K +$34.1K 3 0.03% New
2407
CB
Community Bank
New York
$34.7K +$11.9K 2 0% Increased
2408
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$34.4K +$23.5K 1 0.01% Increased
2409
OPTFSNA
Old Point Trust & Financial Services N A
Virginia
$33.9K +$17.8K 5 0.01% Increased
2410
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$33.8K $0 1 0.07% Maintained
2411
MWP
Meridian Wealth Partners
Pennsylvania
$33.7K +$35.7K 1 0.01% New
2412
WSCM
Wellington Shields Capital Management
New York
$33.5K -$129K 1 0.01% Reduced
2413
EC
Elequin Capital
New York
$33.4K +$27.1K 2 0.01% New
2414
FAG
Fortitude Advisory Group
Washington
$32.9K $0 1 0.02% Maintained
2415
NMM
Naples Money Management
Florida
$31.5K -$53.4K 7 0.03% Reduced
2416
CAM
Chesapeake Asset Management
New York
$31.3K -$28.4K 1 0.03% Reduced
2417
CHA
Carmichael Hill & Associates
Maryland
$31.2K +$912 6 0.01% Increased
2418
AT
Arlington Trust
Alabama
$31K -$9.61K 3 0.01% Reduced
2419
FFWA
FRG Family Wealth Advisors
Washington
$30.9K +$30.3K 5 0.01% New
2420
TCG
Transcendent Capital Group
Oklahoma
$30.8K +$853 4 0.02% Increased
2421
WAM
Warberg Asset Management
Illinois
$30.7K -$38.3K 2 0% Reduced
2422
ME
McIlrath & Eck
Washington
$30.5K +$4.85K 2 0% Increased
2423
FFO
Fortitude Family Office
Arizona
$30.5K -$7.82K 6 0.02% Reduced
2424
GFPC
Global Financial Private Client
Florida
$30.4K $0 3 0.01% Maintained
2425
CD
Chapin Davis
Maryland
$30.4K +$4.45K 1 0.01% Increased