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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
1301
CB
Community Bank
New York
$6K $0 1 0% Maintained
1302
DPA
Delphi Private Advisors
California
$6K -$5.58K 1 0.01% Reduced
1303
LNB
Ledyard National Bank
$6K $0 1 0% Maintained
1304
MFBTD
MB Financial Bank - Trust Department
Illinois
$6K $0 1 0% Maintained
1305
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.92K +$6.03K 1 0.01% New
1306
FIB
First Interstate Bank
Montana
$5K -$335K 1 0% Reduced
1307
WC
Whitnell & Co
Illinois
$5K +$5.55K 1 0% New
1308
ECM
Exchange Capital Management
Michigan
$4K $0 1 0% Maintained
1309
NC
NewSquare Capital
Pennsylvania
$4K -$19.3K 1 0% Reduced
1310
SHJ
Sharkey, Howes & Javer
Colorado
$4K $0 1 0% Maintained
1311
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$3K $0 1 0% Maintained
1312
CIM
Contravisory Investment Management
Massachusetts
$3K $0 1 0% Maintained
1313
Flow Traders U.S.
Flow Traders U.S.
New York
$3K +$3.25K 1 0% New
1314
VNA
Valley National Advisers
Pennsylvania
$3K -$321 2 0% Reduced
1315
FAN
Financial Advisors Network
California
$2.66K +$2.72K 1 0% New
1316
GEA
Glen Eagle Advisors
New Jersey
$2.37K +$2.41K 1 0% New
1317
CAM
ClariVest Asset Management
California
$2K $0 1 0% Maintained
1318
NR
Newfound Research
Massachusetts
$2K -$25 1 0% Reduced
1319
SIG
Stanford Investment Group
California
$2K $0 1 0% Maintained
1320
TFA
Transamerica Financial Advisors
Florida
$2K -$1.71K 2 0% Reduced
1321
CFD
Creative Financial Designs
Indiana
$1K +$1.41K 1 0% New
1322
RI
Redwood Investments
Massachusetts
$1K -$30.8K 1 0% Reduced
1323
SA
SRH Advisors
Kansas
$1K $0 1 0.01% Maintained
1324
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$1.25K 1 0% New
1325
3C
361 Capital
Colorado
$0 -$52K 0 – Closed