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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
1251
Wolverine Asset Management
Wolverine Asset Management
Illinois
$11K -$634K 1 0% Reduced
1252
MMG
Monetary Management Group
Missouri
$10K +$10.1K 1 0% New
1253
PCP
Proficio Capital Partners
Massachusetts
$10K +$9.54K 3 0.01% New
1254
TSU
TD Securities (USA)
New York
$10K -$15K 2 0.09% Reduced
1255
DAM
Delta Asset Management
Tennessee
$9K $0 2 0% Maintained
1256
DOA
D'Orazio & Associates
Virginia
$9K $0 2 0% Maintained
1257
BKA
Brick & Kyle Associates
Pennsylvania
$8K $0 1 0.01% Maintained
1258
JIC
Joel Isaacson & Co
New York
$8K +$2.87K 2 0% Increased
1259
MUS
Mitsubishi UFJ Securities
Japan
$8K -$8.11K 1 0.01% Reduced
1260
RMPWM
Rocky Mountain Private Wealth Management
Texas
$8K +$9.09K 1 5.37% New
1261
FWM
Focused Wealth Management
New York
$7K +$4.8K 2 0% Increased
1262
GWS
Glassman Wealth Services
Virginia
$7K $0 1 0.01% Maintained
1263
PHK
Point72 Hong Kong
Hong Kong
$7K +$7.39K 2 0.02% New
1264
WIC
Woodmont Investment Counsel
Tennessee
$7K $0 1 0% Maintained
1265
SIM
Sonora Investment Management
Arizona
$5K $0 1 0% Maintained
1266
Allworth Financial
Allworth Financial
California
$4K $0 1 0% Maintained
1267
ARMC
American Research & Management Company
Massachusetts
$4K $0 2 0% Maintained
1268
CA
CapWealth Advisors
Tennessee
$4K $0 1 0% Maintained
1269
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$4K -$2.58K 1 0% Reduced
1270
KTC
Kistler-Tiffany Companies
Pennsylvania
$4K $0 1 0% Maintained
1271
LWA
Lenox Wealth Advisors
New York
$4K -$7.69K 2 0% Reduced
1272
SHJ
Sharkey, Howes & Javer
Colorado
$4K $0 1 0% Maintained
1273
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$3.62K $0 1 0% Maintained
1274
MIM
Macroview Investment Management
Maryland
$3K $0 1 0.01% Maintained
1275
RWA
Ropes Wealth Advisors
Massachusetts
$3K +$3.17K 1 0% New