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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
526
FineMark National Bank & Trust
FineMark National Bank & Trust
Florida
$16K -$2.21K 1 0% Reduced
527
HF
Hoxton Financial
West Virginia
$16K +$3.74K 1 0.01% Increased
528
HR
Howe & Rusling
New York
$15K +$8.46K 2 0% Increased
529
MCM
Manchester Capital Management
Vermont
$15K $0 1 0% Maintained
530
PAS
Partnervest Advisory Services
California
$15K +$4.3K 2 0.01% Increased
531
ETrade Capital Management
ETrade Capital Management
Virginia
$12K -$5.19K 1 0% Reduced
532
Smithfield Trust
Smithfield Trust
Pennsylvania
$11K $0 1 0% Maintained
533
LFR
Lehman Financial Resources
Pennsylvania
$10K $0 1 0.01% Maintained
534
M
MOTCO
Texas
$10K +$10.3K 1 0% New
535
Central Trust Company
Central Trust Company
Missouri
$9K $0 1 0% Maintained
536
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$9K +$10.3K 1 0% New
537
SFPIA
Stevens First Principles Investment Advisors
California
$8K $0 1 0% Maintained
538
JIR
James Investment Research
Ohio
$7K $0 1 0% Maintained
539
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$6K -$4.86K 1 0% Reduced
540
Synovus Financial
Synovus Financial
Georgia
$6K $0 1 0% Maintained
541
BWFA
Baltimore-Washington Financial Advisors
Maryland
$5K +$4.92K 1 0% New
542
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$5K $0 1 0% Maintained
543
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.64K 1 0% New
544
FFC
First Financial Corp
Indiana
$5K +$5.13K 1 0% New
545
LNB
Ledyard National Bank
$4K +$3.99K 1 0% New
546
PTC
Private Trust Company
Ohio
$4K -$1.53K 1 0% Reduced
547
WCBA
Weaver C. Barksdale & Associates
Tennessee
$4K $0 1 0% Maintained
548
FAM
Formidable Asset Management
Ohio
$3K $0 1 0% Maintained
549
TFO
Tarbox Family Office
California
$3K +$2.97K 1 0% New
550
1919 Investment Counsel
1919 Investment Counsel
Maryland
$2K +$2.05K 1 0% New