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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
576
JT
Jump Trading
Illinois
$16K -$37.7K 1 0% Reduced
577
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$15K $0 1 0.01% Maintained
578
NES
New England Securities
New York
$14K -$3.05K 1 0% Reduced
579
PAS
Partnervest Advisory Services
California
$13K $0 2 0.01% Maintained
580
Smithfield Trust
Smithfield Trust
Pennsylvania
$13K $0 1 0% Maintained
581
MCM
Manchester Capital Management
Vermont
$12K $0 1 0% Maintained
582
VIA
Vantage Investment Advisors
Pennsylvania
$12K +$11.7K 1 0.01% New
583
Central Trust Company
Central Trust Company
Missouri
$11K $0 1 0% Maintained
584
Colony Group
Colony Group
Massachusetts
$11K +$7.21K 2 0% Increased
585
AP
Advisors Preferred
Maryland
$10.7K +$10.3K 1 0.01% New
586
SFPIA
Stevens First Principles Investment Advisors
California
$10K +$3.66K 1 0.01% Increased
587
MTIP
Magee Thomson Investment Partners
California
$9K +$1.2K 1 0% Increased
588
HR
Howe & Rusling
New York
$8K +$240 1 0% Increased
589
LFR
Lehman Financial Resources
Pennsylvania
$8K $0 1 0% Maintained
590
MSI Financial Services
MSI Financial Services
Massachusetts
$7K $0 1 0% Maintained
591
Group One Trading
Group One Trading
Illinois
$6K -$270K 1 0% Reduced
592
LNB
Ledyard National Bank
$5K $0 1 0% Maintained
593
WCBA
Weaver C. Barksdale & Associates
Tennessee
$5K +$1.2K 1 0% Increased
594
ACS
Archford Capital Strategies
Illinois
$4.54K +$4.33K 1 0% New
595
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4K -$10.5K 1 0% Reduced
596
FAM
Formidable Asset Management
Ohio
$3K $0 1 0% Maintained
597
WEC
Winslow Evans & Crocker
Massachusetts
$2.55K +$2.47K 1 0% New
598
CFA
Carroll Financial Associates
North Carolina
$2K -$196 1 0% Reduced
599
CAW
Cornerstone Advisors (Washington)
Washington
$2K +$392 1 0% Increased
600
Evercore Wealth Management
Evercore Wealth Management
New York
$2K +$1.76K 1 0% New