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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
JFA
JNBA Financial Advisors
Minnesota
$157K +$1.21K 2 0.04% Increased
1202
Arax Advisory Partners
Arax Advisory Partners
Colorado
$155K +$7.95K 1 0.07% Increased
1203
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$152K +$129K 1 0.01% New
1204
Balentine LLC
Balentine LLC
Georgia
$150K +$32.6K 1 0.01% Increased
1205
FANJ
Financial Architects (New Jersey)
New Jersey
$145K +$58.1K 2 0.03% Increased
1206
TCM
Tradewinds Capital Management
Washington
$143K -$15.9K 1 0.09% Reduced
1207
ACS
Archford Capital Strategies
Illinois
$142K +$53.6K 2 0.05% Increased
1208
EWM
Endurance Wealth Management
Rhode Island
$137K $0 2 0.02% Maintained
1209
FIG
Fortress Investment Group
New York
$137K $0 1 0% Maintained
1210
RIM
Rampart Investment Management
Connecticut
$135K +$131K 1 0.05% New
1211
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$131K -$615K 1 0% Reduced
1212
TDC
Thompson Davis & Co
Virginia
$128K +$24.9K 3 0.18% Increased
1213
CYG
Clean Yield Group
Vermont
$127K +$124K 1 0.05% New
1214
Rockefeller Financial Services
Rockefeller Financial Services
New York
$124K -$6.69K 1 0% Reduced
1215
GWS
Glassman Wealth Services
Virginia
$123K +$98K 2 0.09% Increased
1216
WOC
West Oak Capital
California
$123K +$23K 1 0.08% Increased
1217
TC
TFS Capital
Pennsylvania
$122K -$411K 1 0.04% Reduced
1218
SAS
Stelac Advisory Services
New York
$119K +$116K 1 0.04% New
1219
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$119K -$891K 7 0.01% Reduced
1220
AIP
ARS Investment Partners
New York
$115K -$251K 1 0.02% Reduced
1221
Global Retirement Partners
Global Retirement Partners
California
$114K +$22.8K 3 0.06% Increased
1222
MUS
Mitsubishi UFJ Securities
Japan
$113K -$6.28K 1 0.61% Reduced
1223
AIM
Acrospire Investment Management
Illinois
$112K -$256K 3 0.09% Reduced
1224
BTIS
BB&T Investment Services
North Carolina
$112K +$50.4K 2 0.04% Increased
1225
CT
Clearstead Trust
Maine
$112K $0 1 0.09% Maintained