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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
2426
IHWM
Iron Horse Wealth Management
Iowa
$15.4K +$2.92K 2 0.01% Increased
2427
FA
Financial Avengers
California
$15.4K -$1.37M 1 0.01% Reduced
2428
GGI
Godsey & Gibb Inc
Virginia
$14.4K +$282 3 0% Increased
2429
DFA
DHJJ Financial Advisors
Illinois
$14.1K -$859 4 0.01% Reduced
2430
WBC
West Branch Capital
Massachusetts
$13.9K +$11.5K 1 0.01% Increased
2431
ACM
Altium Capital Management
New York
$13.8K +$21.9K 1 0.01% New
2432
DSM Capital Partners
DSM Capital Partners
Florida
$13.6K -$125M 1 0% Reduced
2433
GWANC
Guardian Wealth Advisors (North Carolina)
North Carolina
$13K $0 1 0% Maintained
2434
VWWMG
Vermillion & White Wealth Management Group
Pennsylvania
$12.9K +$4.51K 4 0.01% New
2435
DCP
Distillate Capital Partners
Illinois
$12.8K $0 1 2.79% Maintained
2436
MWM
Mascoma Wealth Management
New Hampshire
$12.7K $0 1 0% Maintained
2437
CB
Community Bank
New York
$12.3K $0 1 0% Maintained
2438
RAM
Riggs Asset Management
Pennsylvania
$12.3K +$565 3 0% Increased
2439
PPWM
PFG Private Wealth Management
Florida
$12.2K $0 1 0.01% Maintained
2440
AWM
Avondale Wealth Management
Texas
$11.9K $0 1 0.01% Maintained
2441
ACA
American Capital Advisory
Idaho
$11.7K +$10.7K 1 0.01% New
2442
NFA
Northwest Financial Advisors
Virginia
$11.6K +$9.4K 4 0.01% New
2443
FFA
Frazier Financial Advisors
Ohio
$11.4K +$9.66K 3 0.01% New
2444
LFA
Livelsberger Financial Advisory
Ohio
$11.3K +$7.1K 1 0.01% New
2445
AFS
Annapolis Financial Services
Maryland
$11.1K -$1.9K 1 0% Reduced
2446
HNWA
Henrickson Nauta Wealth Advisors
Michigan
$11K $0 1 0.01% Maintained
2447
RFG
REAP Financial Group
Texas
$10.5K +$8.26K 7 0% New
2448
CD
Chapin Davis
Maryland
$10.2K $0 1 0% Maintained
2449
DSC
Duncker Streett & Co
Missouri
$10.1K $0 2 0% Maintained
2450
ACM
Atalaya Capital Management
New York
$10.1K $0 1 0.01% Maintained