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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
DSC
Duncker Streett & Co
Missouri
$23K $0 1 0.01% Maintained
1252
NC
NewSquare Capital
Pennsylvania
$23K +$8.78K 1 0.01% Increased
1253
WAS
Winch Advisory Services
Wisconsin
$21K $0 1 0.03% Maintained
1254
MCM
McKinley Capital Management
Alaska
$20K +$17.8K 1 0% New
1255
MFT
Moisand Fitzgerald Tamayo
Florida
$20K +$19K 1 0.02% New
1256
TFO
Tarbox Family Office
California
$19K +$108 2 0.01% Increased
1257
CMBA
C.M. Bidwell & Associates
Hawaii
$18K -$3.56M 1 0% Reduced
1258
DOA
D'Orazio & Associates
Virginia
$17K +$7.77K 2 0.01% Increased
1259
GHAM
Gilman Hill Asset Management
Connecticut
$17K $0 1 0.01% Maintained
1260
MWM
MinichMacGregor Wealth Management
New York
$17K +$15.7K 2 0.02% Increased
1261
PFSC
Peoples Financial Services Corp
Pennsylvania
$17K $0 1 0.01% Maintained
1262
DPA
Delphi Private Advisors
California
$16K -$1.08K 1 0.03% Reduced
1263
DSN
D. Scott Neal
Kentucky
$15K $0 1 0.01% Maintained
1264
PCP
Proficio Capital Partners
Massachusetts
$14K +$3.26K 4 0.01% Increased
1265
WRM
Westport Resources Management
Connecticut
$14K -$37.9K 1 0% Reduced
1266
MUS
Mitsubishi UFJ Securities
Japan
$13K +$3.98K 1 0.02% Increased
1267
CAW
Cornerstone Advisors (Washington)
Washington
$12K -$1.31K 2 0.01% Reduced
1268
AP
Advisors Preferred
Maryland
$11K -$1.96K 1 0.01% Reduced
1269
MMG
Monetary Management Group
Missouri
$11K $0 1 0.01% Maintained
1270
TSU
TD Securities (USA)
New York
$11K +$36 2 0.1% Increased
1271
ACM
Armbruster Capital Management
New York
$10K +$9.03K 1 0.01% New
1272
BKA
Brick & Kyle Associates
Pennsylvania
$10K $0 1 0.01% Maintained
1273
IIM
Ipswich Investment Management
Massachusetts
$9K +$9.93K 2 0% New
1274
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$8K -$100K 2 0% Reduced
1275
DAM
Delta Asset Management
Tennessee
$8K $0 2 0% Maintained