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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
PFBT
Parkside Financial Bank & Trust
Missouri
$27K +$3.69K 4 0.01% Increased
1302
BKA
Brick & Kyle Associates
Pennsylvania
$26K $0 2 0.02% Maintained
1303
ANBT
American National Bank & Trust
Texas
$25K -$84 1 0.01% Reduced
1304
CHP
Cable Hill Partners
Oregon
$25K $0 2 0.01% Maintained
1305
Krilogy Financial
Krilogy Financial
Missouri
$25K $0 2 0.01% Maintained
1306
WA
WealthTrust-Arizona
Arizona
$23K +$8.83K 1 0.01% Increased
1307
WAS
Winch Advisory Services
Wisconsin
$23K $0 1 0.01% Maintained
1308
NCM
Nelson Capital Management
California
$22K -$12.6K 1 0.01% Reduced
1309
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K +$17.2K 1 0.02% Increased
1310
TFO
Tarbox Family Office
California
$20K $0 2 0.01% Maintained
1311
WA
WFG Advisors
Texas
$20K -$287K 2 0.01% Reduced
1312
DAM
Delta Asset Management
Tennessee
$19K +$1.88K 2 0% Increased
1313
FWC
First Washington Corp
Washington
$19K $0 1 0.01% Maintained
1314
PFSC
Peoples Financial Services Corp
Pennsylvania
$19K $0 1 0.01% Maintained
1315
BHWM
Bar Harbor Wealth Management
New Hampshire
$18K -$250K 1 0% Reduced
1316
CCM
Cribstone Capital Management
Maine
$18K +$7.32K 2 0.01% Increased
1317
JCM
Jacobi Capital Management
Pennsylvania
$18K +$2.59K 1 0.01% Increased
1318
MWM
MinichMacGregor Wealth Management
New York
$18K -$929 2 0.02% Reduced
1319
HCA
Harbour Capital Advisors
Virginia
$17.4K +$16.9K 1 0.01% New
1320
GEA
Glen Eagle Advisors
New Jersey
$17.2K +$14.2K 1 0.01% Increased
1321
CWM
Catamount Wealth Management
Connecticut
$17K $0 2 0.01% Maintained
1322
DSN
D. Scott Neal
Kentucky
$17K $0 1 0.01% Maintained
1323
HR
Howe & Rusling
New York
$17K -$2.19K 3 0% Reduced
1324
CAL
Capital Advisors Ltd
Ohio
$16K +$14.1K 1 0.01% New
1325
SIM
Sonora Investment Management
Arizona
$15.8K $0 2 0% Maintained