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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
Klingman & Associates
Klingman & Associates
New York
$26K +$24K 1 0.01% New
1202
Krilogy Financial
Krilogy Financial
Missouri
$26K -$19.8K 2 0.01% Reduced
1203
CHP
Cable Hill Partners
Oregon
$25K +$4.23K 2 0.02% Increased
1204
DSC
Duncker Streett & Co
Missouri
$24K $0 1 0.01% Maintained
1205
NC
NewSquare Capital
Pennsylvania
$24K $0 1 0.01% Maintained
1206
NYLT
New York Life Trust
New York
$24K -$26.4K 1 0.12% Reduced
1207
PFBT
Parkside Financial Bank & Trust
Missouri
$24K -$3.42K 2 0.01% Reduced
1208
ANBT
American National Bank & Trust
Texas
$23K +$21.7K 1 0.01% New
1209
FWC
First Washington Corp
Washington
$23K $0 1 0.01% Maintained
1210
GHAM
Gilman Hill Asset Management
Connecticut
$23K $0 1 0.01% Maintained
1211
PCP
Proficio Capital Partners
Massachusetts
$23K +$12.8K 3 0.01% Increased
1212
QAM
QCI Asset Management
New York
$22K -$9.61K 1 0% Reduced
1213
WAS
Winch Advisory Services
Wisconsin
$22K $0 1 0.02% Maintained
1214
BKA
Brick & Kyle Associates
Pennsylvania
$20K +$10.9K 2 0.02% Increased
1215
HR
Howe & Rusling
New York
$20K -$3.57M 3 0% Reduced
1216
JIC
Joel Isaacson & Co
New York
$20K +$4.23K 2 0% Increased
1217
Perigon Wealth Management
Perigon Wealth Management
California
$20K $0 1 0.01% Maintained
1218
TFO
Tarbox Family Office
California
$20K +$384 2 0.01% Increased
1219
Allworth Financial
Allworth Financial
California
$18K +$3.84K 1 0% Increased
1220
PFSC
Peoples Financial Services Corp
Pennsylvania
$18K $0 1 0.01% Maintained
1221
DOA
D'Orazio & Associates
Virginia
$17K $0 2 0.01% Maintained
1222
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$17K $0 2 0.01% Maintained
1223
JCM
Jacobi Capital Management
Pennsylvania
$17K +$5.76K 1 0.01% Increased
1224
MWM
MinichMacGregor Wealth Management
New York
$17K -$602 2 0.02% Reduced
1225
DAM
Delta Asset Management
Tennessee
$16K $0 2 0% Maintained