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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
1226
BCM
Blume Capital Management
California
$24K $0 1 0.02% Maintained
1227
FWC
First Washington Corp
Washington
$24K $0 1 0.01% Maintained
1228
SKK
Shepherd Kaplan Krochuk
Massachusetts
$24K -$2.29K 1 0.01% Reduced
1229
DSC
Duncker Streett & Co
Missouri
$22K +$9.7K 1 0.01% Increased
1230
GHAM
Gilman Hill Asset Management
Connecticut
$21K -$3.57K 1 0.01% Reduced
1231
FCCM
First City Capital Management
Georgia
$20.1K $0 2 0.01% Maintained
1232
WAS
Winch Advisory Services
Wisconsin
$20K +$19.1K 1 0.02% New
1233
KT
Kanaly Trust
Texas
$19K +$13.9K 2 0% Increased
1234
EWM
Edge Wealth Management
New York
$18K $0 1 0.01% Maintained
1235
TFO
Tarbox Family Office
California
$18K +$15.4K 2 0.01% Increased
1236
VFA
Virtus Fund Advisers
Connecticut
$18K $0 1 0% Maintained
1237
Avior Wealth Management
Avior Wealth Management
Nebraska
$17K +$12K 2 0.01% Increased
1238
FFC
First Financial Corp
Indiana
$17K $0 1 0.01% Maintained
1239
GBT
Grove Bank & Trust
Florida
$17K +$16.4K 1 0.02% New
1240
MWP
MYCIO Wealth Partners
Pennsylvania
$17K -$882 1 0% Reduced
1241
OC
Oakworth Capital
Alabama
$17K +$1.87K 2 0.01% Increased
1242
PFBT
Parkside Financial Bank & Trust
Missouri
$17K -$7.51K 2 0.01% Reduced
1243
DPA
Delphi Private Advisors
California
$16K +$15.3K 1 0.03% New
1244
PFSC
Peoples Financial Services Corp
Pennsylvania
$16K $0 1 0.01% Maintained
1245
CHP
Cable Hill Partners
Oregon
$15K $0 2 0.01% Maintained
1246
SignatureFD
SignatureFD
Georgia
$15K +$1.38K 1 0% Increased
1247
DSN
D. Scott Neal
Kentucky
$14K +$14.1K 1 0.01% New
1248
NC
NewSquare Capital
Pennsylvania
$13K +$12.8K 1 0% New
1249
AP
Advisors Preferred
Maryland
$12K -$15.5K 1 0.01% Reduced
1250
CAW
Cornerstone Advisors (Washington)
Washington
$12K +$2 2 0.01% Increased