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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
1126
PMFA
Plante Moran Financial Advisors
Michigan
$56K $0 1 0.04% Maintained
1127
GWM
Gupta Wealth Management
California
$54K +$50.6K 3 0.01% Increased
1128
Polar Asset Management Partners
Polar Asset Management Partners
Ontario, Canada
$50K -$76.1K 1 0% Reduced
1129
CK
Carnick & Kubik
Colorado
$47.7K $0 1 0.03% Maintained
1130
MCA
Mercer Capital Advisers
New Jersey
$47K +$53.7K 1 0.04% New
1131
AA
Apriem Advisors
California
$46K +$35.8K 2 0.02% Increased
1132
WA
WealthTrust-Arizona
Arizona
$44K +$50.3K 1 0.03% New
1133
WRM
Westport Resources Management
Connecticut
$44K +$51K 1 0.01% New
1134
HCP
Holt Capital Partners
Texas
$43K +$49.3K 1 0.02% New
1135
AA
AlphaMark Advisors
Kentucky
$41K +$47.2K 1 0.02% New
1136
VanEck Associates
VanEck Associates
New York
$39K +$25.7K 2 0% Increased
1137
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$19.7K 2 0.02% Increased
1138
FWC
First Washington Corp
Washington
$35K $0 1 0.02% Maintained
1139
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$34K +$43.5K 3 0.02% Increased
1140
AP
Advisors Preferred
Maryland
$33K +$34.1K 2 0.04% New
1141
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$33K +$38.6K 1 0% New
1142
CPA
Cowen Prime Advisors
New York
$32K +$36.5K 1 0.01% New
1143
ZB
Zions Bancorporation
Utah
$32K +$31.5K 1 0.01% New
1144
Colony Group
Colony Group
Massachusetts
$27K +$9.81K 3 0% Increased
1145
HFM
Hartford Financial Management
Connecticut
$27K +$31.2K 1 0.02% New
1146
NCM
Nelson Capital Management
California
$27K +$31.5K 1 0.01% New
1147
SKK
Shepherd Kaplan Krochuk
Massachusetts
$27K -$43.3K 1 0.01% Reduced
1148
AP
Atwood & Palmer
Missouri
$26K +$27K 2 0.01% New
1149
MSI Financial Services
MSI Financial Services
Massachusetts
$26K +$4.57K 2 0% Increased
1150
Waverly Advisors
Waverly Advisors
Alabama
$26K +$27.7K 1 0.02% New