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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
1276
PCP
Proficio Capital Partners
Massachusetts
$19K -$2.81K 3 0.01% Reduced
1277
TFO
Tarbox Family Office
California
$19K $0 2 0.01% Maintained
1278
HR
Howe & Rusling
New York
$18K -$2.78K 3 0% Reduced
1279
TSS
Two Sigma Securities
New York
$18K -$181K 1 0% Reduced
1280
DAM
Delta Asset Management
Tennessee
$17K $0 2 0% Maintained
1281
MWM
MinichMacGregor Wealth Management
New York
$17K +$312 2 0.02% Increased
1282
DSN
D. Scott Neal
Kentucky
$16K $0 1 0.01% Maintained
1283
PFSC
Peoples Financial Services Corp
Pennsylvania
$16K $0 1 0.01% Maintained
1284
CWM
Catamount Wealth Management
Connecticut
$15K +$1.25K 2 0.01% Increased
1285
JCM
Jacobi Capital Management
Pennsylvania
$14K -$2.49K 1 0.01% Reduced
1286
SIM
Sonora Investment Management
Arizona
$13.2K +$6.22K 2 0% Increased
1287
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$13K +$12.1K 2 0% New
1288
GWS
Glassman Wealth Services
Virginia
$12K $0 2 0.01% Maintained
1289
KTC
Kistler-Tiffany Companies
Pennsylvania
$12K $0 1 0.01% Maintained
1290
WA
WealthTrust-Arizona
Arizona
$12K $0 1 0.01% Maintained
1291
CCM
Cribstone Capital Management
Maine
$11K $0 1 0.01% Maintained
1292
MMG
Monetary Management Group
Missouri
$11K +$10.5K 1 0.01% Increased
1293
GBT
Grove Bank & Trust
Florida
$10K +$9.85K 1 0.01% New
1294
IWC
Integrated Wealth Counsel
California
$10K $0 1 0.02% Maintained
1295
OFW
Omnia Family Wealth
Florida
$10K +$10.8K 2 0.01% New
1296
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$9K +$7.41K 1 0% New
1297
WA
Winfield Associates
Ohio
$9K +$7.89K 3 0.01% Increased
1298
AC
Alexandria Capital
Virginia
$8K +$1.13K 1 0% Increased
1299
Allworth Financial
Allworth Financial
California
$8K -$9.24K 1 0% Reduced
1300
LF
Lee Financial
Texas
$7K +$6.14K 1 0% New