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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
551
1919 Investment Counsel
1919 Investment Counsel
Maryland
$15K +$12.5K 1 0% Increased
552
AA
Apriem Advisors
California
$14K $0 1 0.01% Maintained
553
ETrade Capital Management
ETrade Capital Management
Virginia
$14K +$244 1 0% Increased
554
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$14K +$6.26K 2 0% Increased
555
PAS
Partnervest Advisory Services
California
$13K $0 2 0.01% Maintained
556
Smithfield Trust
Smithfield Trust
Pennsylvania
$13K $0 1 0% Maintained
557
MCM
Manchester Capital Management
Vermont
$12K $0 1 0% Maintained
558
Central Trust Company
Central Trust Company
Missouri
$11K $0 1 0% Maintained
559
SFPIA
Stevens First Principles Investment Advisors
California
$11K $0 1 0.01% Maintained
560
MTIP
Magee Thomson Investment Partners
California
$9K +$8.66K 1 0% New
561
TDC
Thompson Davis & Co
Virginia
$9K +$11.5K 1 0.01% New
562
LFR
Lehman Financial Resources
Pennsylvania
$8K $0 1 0% Maintained
563
HR
Howe & Rusling
New York
$7K -$9.22K 1 0% Reduced
564
MSI Financial Services
MSI Financial Services
Massachusetts
$7K -$83.3K 1 0% Reduced
565
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$5K $0 1 0% Maintained
566
LNB
Ledyard National Bank
$5K $0 1 0% Maintained
567
FAM
Formidable Asset Management
Ohio
$3K $0 1 0% Maintained
568
WCBA
Weaver C. Barksdale & Associates
Tennessee
$3K -$1.22K 1 0% Reduced
569
CFA
Carroll Financial Associates
North Carolina
$2K +$2.19K 1 0% New
570
Colony Group
Colony Group
Massachusetts
$2K $0 1 0% Maintained
571
CAW
Cornerstone Advisors (Washington)
Washington
$2K +$961 1 0% Increased
572
KT
Kanaly Trust
Texas
$2K +$2.11K 1 0% New
573
PP
Palladium Partners
Virginia
$2K +$1.26K 1 0% New
574
TFO
Tarbox Family Office
California
$2K $0 1 0% Maintained
575
WA
WFG Advisors
Texas
$2K $0 1 0% Maintained