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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
MWP
MYCIO Wealth Partners
Pennsylvania
$145K +$1.19K 2 0.02% Increased
1127
SIM
Spark Investment Management
New York
$144K +$61.1K 2 0.01% Increased
1128
RWA
Ropes Wealth Advisors
Massachusetts
$141K -$3.11K 1 0.05% Reduced
1129
AFWA
Ancora Family Wealth Advisors
Ohio
$140K $0 1 0.05% Maintained
1130
SFG
SevenBridge Financial Group
Pennsylvania
$139K $0 2 0.1% Maintained
1131
HSA
Hussman Strategic Advisors
Maryland
$127K -$3.65M 1 0.02% Reduced
1132
PAI
Pittenger & Anderson Inc
Nebraska
$124K -$71.1K 2 0.01% Reduced
1133
JIP
Jaffetilchin Investment Partners
Florida
$121K +$231 1 0.04% Increased
1134
ACP
Aviance Capital Partners
Florida
$119K +$111K 1 0.04% New
1135
Eagle Global Advisors
Eagle Global Advisors
Texas
$118K +$122K 1 0% New
1136
Rockefeller Financial Services
Rockefeller Financial Services
New York
$118K $0 1 0% Maintained
1137
B
Bellecapital
Switzerland
$117K $0 1 0.13% Maintained
1138
Peconic Partners
Peconic Partners
New York
$117K $0 1 0.01% Maintained
1139
TG
Threshold Group
Washington
$117K $0 1 0.11% Maintained
1140
EWM
Endurance Wealth Management
Rhode Island
$116K $0 2 0.02% Maintained
1141
FNBSF
First National Bank Sioux Falls
South Dakota
$112K -$23.6K 1 0.31% Reduced
1142
Balentine LLC
Balentine LLC
Georgia
$111K $0 1 0.02% Maintained
1143
LWM
Lenox Wealth Management
Ohio
$109K -$3.15K 1 0.09% Reduced
1144
TC
Tairen Capital
Hong Kong
$107K $0 1 0.03% Maintained
1145
KAM
Kassirer Asset Management
Ontario, Canada
$101K -$214K 1 0.07% Reduced
1146
WEC
Winslow Evans & Crocker
Massachusetts
$99.8K +$28 1 0.03% Increased
1147
JFA
JNBA Financial Advisors
Minnesota
$99K -$118K 3 0.01% Reduced
1148
SignatureFD
SignatureFD
Georgia
$99K +$18.2K 3 0.01% Increased
1149
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$97K -$77.7K 1 0.04% Reduced
1150
MIC
MU Investments Company
Japan
$91K +$93.9K 1 0.07% New