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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
626
Central Trust Company
Central Trust Company
Missouri
$11K $0 1 0% Maintained
627
BKA
Brick & Kyle Associates
Pennsylvania
$10K +$11.6K 1 0.01% New
628
CHP
Cable Hill Partners
Oregon
$10K +$11.6K 1 0.01% New
629
MCM
Manchester Capital Management
Vermont
$10K $0 1 0% Maintained
630
HR
Howe & Rusling
New York
$8K $0 1 0% Maintained
631
TCOV
Trust Company of Vermont
Vermont
$8K $0 1 0% Maintained
632
LFR
Lehman Financial Resources
Pennsylvania
$7K $0 1 0% Maintained
633
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$6K -$548K 1 0% Reduced
634
MTIP
Magee Thomson Investment Partners
California
$6K +$3.29K 2 0% Increased
635
SSB
Sandy Spring Bank
Maryland
$6K +$6.96K 1 0% New
636
SFPIA
Stevens First Principles Investment Advisors
California
$6K $0 1 0% Maintained
637
VanEck Associates
VanEck Associates
New York
$6K +$7.39K 1 0% New
638
ACS
Archford Capital Strategies
Illinois
$5K $0 1 0% Maintained
639
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$5K +$5.22K 1 0% New
640
VNA
Valley National Advisers
Pennsylvania
$4K +$3.25K 1 0% New
641
WCBA
Weaver C. Barksdale & Associates
Tennessee
$4K -$597 1 0% Reduced
642
FAM
Formidable Asset Management
Ohio
$3K $0 1 0% Maintained
643
KT
Kanaly Trust
Texas
$3K +$967 1 0% Increased
644
LWA
Lenox Wealth Advisors
New York
$3K +$3.1K 1 0% New
645
MCM
MV Capital Management
Maryland
$3K +$2.94K 1 0% New
646
Wealthfront
Wealthfront
California
$3K -$47.5K 2 0% Reduced
647
WEC
Winslow Evans & Crocker
Massachusetts
$2.13K -$326 1 0% Reduced
648
CAM
ClariVest Asset Management
California
$2K -$7.39M 1 0% Reduced
649
CAW
Cornerstone Advisors (Washington)
Washington
$2K $0 1 0% Maintained
650
TFO
Tarbox Family Office
California
$2K $0 1 0% Maintained