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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
RFM
Royal Fund Management
Florida
$53K -$6.88K 1 0.02% Reduced
1302
FIG
Fortress Investment Group
New York
$51K $0 1 0% Maintained
1303
HI
Hudock Inc
Pennsylvania
$50K +$9.83K 1 0.03% Increased
1304
MCF Advisors
MCF Advisors
Kentucky
$48K +$4.92K 1 0.01% Increased
1305
First Eagle Investment Management
First Eagle Investment Management
New York
$46K $0 1 0% Maintained
1306
RWG
Regal Wealth Group
California
$46K $0 2 0.04% Maintained
1307
PK
Pflug Koory
Nebraska
$45K $0 1 0.04% Maintained
1308
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$44K +$33.5K 1 0.01% New
1309
TI
Turner Investments
Pennsylvania
$44K -$1.95M 1 0.03% Reduced
1310
AIP
ARS Investment Partners
New York
$43K $0 1 0.01% Maintained
1311
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$43K -$5.96K 3 0.04% Reduced
1312
RWM
Raffa Wealth Management
District of Columbia
$42.9K $0 1 0.02% Maintained
1313
BWA
Burt Wealth Advisors
Maryland
$42K +$39.3K 1 0.03% New
1314
CBT
Central Bank & Trust
Kentucky
$41K -$18K 1 0.01% Reduced
1315
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$41K -$10.2K 3 0.02% Reduced
1316
IHT Wealth Management
IHT Wealth Management
Illinois
$40K +$3.06K 3 0.02% Increased
1317
MIC
MU Investments Company
Japan
$40K -$9.93K 1 0.03% Reduced
1318
AIM
Anchor Investment Management
South Carolina
$39.4K $0 1 0.01% Maintained
1319
WPA
West Paces Advisors
Georgia
$39.2K $0 1 0.03% Maintained
1320
CHP
Cable Hill Partners
Oregon
$38K +$9.24K 2 0.02% Increased
1321
FPS
Fieldpoint Private Securities
Connecticut
$38K $0 1 0.03% Maintained
1322
BCM
Blume Capital Management
California
$36K $0 1 0.02% Maintained
1323
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$36K -$8.46K 2 0.01% Reduced
1324
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$35K -$2.13K 6 0.02% Reduced
1325
GBT
Grove Bank & Trust
Florida
$34K +$19.4K 1 0.02% Increased