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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
MWM
Mascoma Wealth Management
New Hampshire
$44K $0 1 0.03% Maintained
1277
BIG
Bellwether Investment Group
Tennessee
$43K -$1.62K 3 0.11% Reduced
1278
CPA
Cowen Prime Advisors
New York
$43K $0 1 0.02% Maintained
1279
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$43K +$6.85K 3 0.02% Increased
1280
PCC
Park Circle Company
Maryland
$43K $0 1 0.03% Maintained
1281
BWM
Baystate Wealth Management
Massachusetts
$42K +$2.93K 2 0.01% Increased
1282
DOA
D'Orazio & Associates
Virginia
$41K $0 2 0.02% Maintained
1283
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$41K -$21.8K 6 0.02% Reduced
1284
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$40K $0 2 0.01% Maintained
1285
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$40K -$4.18K 2 0.04% Reduced
1286
ACM
AUA Capital Management
Pennsylvania
$39K -$146K 1 0.04% Reduced
1287
RWG
Regal Wealth Group
California
$37K -$3.98K 2 0.03% Reduced
1288
PK
Pflug Koory
Nebraska
$36K $0 1 0.03% Maintained
1289
RWM
Raffa Wealth Management
District of Columbia
$34.4K -$1.21K 1 0.02% Reduced
1290
CAIMH
Central Asset Investments & Management Holdings
Hong Kong
$34K -$14.9K 1 0.02% Reduced
1291
First Eagle Investment Management
First Eagle Investment Management
New York
$34K $0 1 0% Maintained
1292
MCF Advisors
MCF Advisors
Kentucky
$34K $0 1 0.01% Maintained
1293
EA
Edge Advisors
Georgia
$33K $0 1 0% Maintained
1294
HI
Hudock Inc
Pennsylvania
$32K $0 1 0.02% Maintained
1295
QAM
QCI Asset Management
New York
$32K +$8.37K 1 0% Increased
1296
AIM
Anchor Investment Management
South Carolina
$31.6K $0 1 0.01% Maintained
1297
WPA
West Paces Advisors
Georgia
$31.4K +$753 1 0.03% Increased
1298
FPS
Fieldpoint Private Securities
Connecticut
$30K +$29.3K 1 0.02% New
1299
BCM
Blume Capital Management
California
$29K $0 1 0.02% Maintained
1300
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$28K +$14.1K 1 0% Increased