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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
1151
Clearstead Advisors
Clearstead Advisors
Ohio
$200K +$204K 1 0.03% New
1152
PAI
Pittenger & Anderson Inc
Nebraska
$198K +$52.6K 2 0.02% Increased
1153
Citizens Financial Group
Citizens Financial Group
Rhode Island
$195K -$14.2K 3 0.02% Reduced
1154
Geneos Wealth Management
Geneos Wealth Management
Colorado
$185K -$563K 4 0.02% Reduced
1155
DA
Denali Advisors
California
$182K $0 1 0.03% Maintained
1156
PCM
Perkins Capital Management
Minnesota
$182K -$2.54K 1 0.2% Reduced
1157
HCM
Highlander Capital Management
New Jersey
$180K $0 1 0.16% Maintained
1158
ACM
AUA Capital Management
Pennsylvania
$174K +$177K 1 0.17% New
1159
RWA
Ropes Wealth Advisors
Massachusetts
$173K +$37.8K 1 0.05% Increased
1160
Benjamin F. Edwards & Company
Benjamin F. Edwards & Company
Missouri
$171K -$15K 1 0.03% Reduced
1161
TG
TLP Group
Illinois
$171K +$159K 2 0.17% New
1162
GLI
Guardian Life Insurance
New York
$170K +$7.03K 1 0.03% Increased
1163
JFA
JNBA Financial Advisors
Minnesota
$165K +$65.8K 2 0.04% Increased
1164
IDBONY
Israel Discount Bank of New York
New York
$158K +$144K 2 0.14% New
1165
VIM
Veritas Investment Management
United Kingdom
$153K -$44.2K 1 0.03% Reduced
1166
CLM
ClearBridge LLC (Maryland)
Maryland
$150K +$145K 2 0% New
1167
Evercore Wealth Management
Evercore Wealth Management
New York
$149K -$22.9K 1 0.01% Reduced
1168
CS
Credential Securities
$148K -$108K 1 0.06% Reduced
1169
JIP
Jaffetilchin Investment Partners
Florida
$147K +$1.52K 1 0.04% Increased
1170
TCM
Tradewinds Capital Management
Washington
$146K -$6.03K 1 0.1% Reduced
1171
EMG
ETF Managers Group
New Jersey
$145K -$20.3K 2 0.67% Reduced
1172
BMC
Benin Management Corp
Connecticut
$142K +$129K 1 0.07% New
1173
SFG
SevenBridge Financial Group
Pennsylvania
$139K $0 2 0.1% Maintained
1174
Jefferies Group
Jefferies Group
New York
$138K -$5.67M 3 0% Reduced
1175
Steward Partners Investment Advisory
Steward Partners Investment Advisory
New York
$138K +$126K 2 0.06% New