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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
VCM
Versant Capital Management
Arizona
$57K -$6.58K 3 0.03% Reduced
1227
CBT
Central Bank & Trust
Kentucky
$55K +$4.56K 2 0.01% Increased
1228
FWM
Focused Wealth Management
New York
$51K +$20.5K 3 0.02% Increased
1229
AA
AlphaMark Advisors
Kentucky
$50K -$1.08K 1 0.03% Reduced
1230
SBL
Sargent Bickham Lagudis
Colorado
$50K +$24.1K 3 0.01% Increased
1231
BIG
Bellwether Investment Group
Tennessee
$47K +$45.4K 4 0.04% New
1232
CHC
City Holding Co
West Virginia
$46K $0 1 0.02% Maintained
1233
SAM
Solaris Asset Management
New York
$46K -$30.7K 1 0.03% Reduced
1234
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$45K -$311K 1 0.04% Reduced
1235
MBT
Montecito Bank & Trust
California
$44K +$44.7K 1 0.02% New
1236
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$42K 2 0.06% New
1237
RFM
Royal Fund Management
Florida
$44K +$45.5K 1 0.02% New
1238
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$40K -$284K 2 0.01% Reduced
1239
MWM
Mascoma Wealth Management
New Hampshire
$40K +$41.1K 1 0.03% New
1240
BWM
Baystate Wealth Management
Massachusetts
$39K +$37K 2 0.01% New
1241
CPA
Cowen Prime Advisors
New York
$39K -$603 1 0.02% Reduced
1242
DOA
D'Orazio & Associates
Virginia
$39K +$20.1K 2 0.02% Increased
1243
PCC
Park Circle Company
Maryland
$39K $0 1 0.03% Maintained
1244
ZB
Zions Bancorporation
Utah
$38K -$347 1 0.01% Reduced
1245
FCB
First Command Bank
Texas
$37K +$38.2K 1 0.03% New
1246
FCFS
First Command Financial Services
Texas
$37K +$38.2K 1 0.03% New
1247
RWG
Regal Wealth Group
California
$37K $0 2 0.03% Maintained
1248
HFM
Hartford Financial Management
Connecticut
$34K $0 1 0.02% Maintained
1249
SIM
Spark Investment Management
New York
$34K -$87K 1 0% Reduced
1250
DSC
Duncker Streett & Co
Missouri
$33K +$9.65K 1 0.01% Increased