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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
1201
CHC
City Holding Co
West Virginia
$43K +$6.65K 1 0.02% Increased
1202
SAM
Solaris Asset Management
New York
$43K +$44.9K 1 0.03% New
1203
JSAM
J. Safra Asset Management
New York
$42K +$45.2K 2 0.07% New
1204
TDC
Thompson Davis & Co
Virginia
$41K -$37.1K 4 0.07% Reduced
1205
HI
Hudock Inc
Pennsylvania
$40K -$43.9K 2 0.02% Reduced
1206
FPFS
First Personal Financial Services
North Carolina
$39K +$41.8K 2 0.01% New
1207
Krilogy Financial
Krilogy Financial
Missouri
$38K +$3.64K 2 0.01% Increased
1208
CPA
Cowen Prime Advisors
New York
$37K -$153 1 0.02% Reduced
1209
PCC
Park Circle Company
Maryland
$37K -$13K 1 0.03% Reduced
1210
VanEck Associates
VanEck Associates
New York
$35K -$16.5K 1 0% Reduced
1211
ZB
Zions Bancorporation
Utah
$35K +$950 2 0.01% Increased
1212
RWG
Regal Wealth Group
California
$34K +$4.76K 2 0.03% Increased
1213
HCS
Harvest Capital Strategies
California
$33K -$187K 1 0% Reduced
1214
KLI
Kelman-Lazarov Inc
Tennessee
$32.9K -$3.82K 2 0.02% Reduced
1215
HFM
Hartford Financial Management
Connecticut
$31K $0 1 0.02% Maintained
1216
RWM
Raffa Wealth Management
District of Columbia
$30.3K $0 1 0.02% Maintained
1217
CYG
Clean Yield Group
Vermont
$30K $0 1 0.01% Maintained
1218
ACS
Archford Capital Strategies
Illinois
$29K +$30.3K 2 0.02% New
1219
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$29K $0 2 0.02% Maintained
1220
MCF Advisors
MCF Advisors
Kentucky
$29K $0 1 0.01% Maintained
1221
NCM
Nelson Capital Management
California
$29K $0 1 0.01% Maintained
1222
QAM
QCI Asset Management
New York
$29K $0 1 0% Maintained
1223
KT
Kanaly Trust
Texas
$28K -$3.12K 2 0.01% Reduced
1224
PFBT
Parkside Financial Bank & Trust
Missouri
$26K -$382 3 0.01% Reduced
1225
FWM
Focused Wealth Management
New York
$25K $0 2 0.01% Maintained