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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
HT
Heritage Trust
Oklahoma
$122K $0 1 0.05% Maintained
1252
DBT
Dubuque Bank & Trust
Iowa
$120K $0 1 0.03% Maintained
1253
AIP
Almanack Investment Partners
Pennsylvania
$117K +$103K 1 0.07% New
1254
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$113K +$106K 4 0.03% New
1255
CFA
Camarda Financial Advisors
Florida
$112K +$10.1K 1 0.12% Increased
1256
IIC
Integrated Investment Consultants
Michigan
$108K $0 1 0.05% Maintained
1257
HFM
Hartford Financial Management
Connecticut
$107K $0 1 0.05% Maintained
1258
NSIM
North Star Investment Management
Illinois
$106K -$16K 1 0.01% Reduced
1259
DOA
D'Orazio & Associates
Virginia
$102K +$49.1K 2 0.04% Increased
1260
JIR
James Investment Research
Ohio
$100K $0 1 0% Maintained
1261
MCM
McKinley Capital Management
Alaska
$97K +$101K 1 0% New
1262
JIP
Jaffetilchin Investment Partners
Florida
$96K -$45.7K 1 0.03% Reduced
1263
Krilogy Financial
Krilogy Financial
Missouri
$90K +$49.1K 2 0.03% Increased
1264
Evercore Wealth Management
Evercore Wealth Management
New York
$89K -$123K 1 0% Reduced
1265
FPF
FNY Partners Fund
New York
$86K -$294K 2 0.02% Reduced
1266
MCA
Mercer Capital Advisers
New Jersey
$81K $0 1 0.06% Maintained
1267
OC
Oakworth Capital
Alabama
$81K -$2.06K 2 0.02% Reduced
1268
FPA
Fieldpoint Private Advisors
New York
$80K -$14.7K 1 4.13% Reduced
1269
Tower Research Capital (TRC)
Tower Research Capital (TRC)
New York
$76K -$51.6K 5 0.01% Reduced
1270
DSC
Duncker Streett & Co
Missouri
$75K $0 1 0.02% Maintained
1271
LWM
Lenox Wealth Management
Ohio
$75K +$1.23K 1 0.03% Increased
1272
TDC
Thompson Davis & Co
Virginia
$74K -$76.3K 3 0.12% Reduced
1273
VIA
Vantage Investment Advisors
Pennsylvania
$74K -$344 1 0.02% Reduced
1274
NewEdge Advisors
NewEdge Advisors
Louisiana
$73.6K +$65.7K 4 0.01% New
1275
Bartlett & Co
Bartlett & Co
Ohio
$73K $0 1 0% Maintained