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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
1326
AIL
AGF Investments LLC
Ontario, Canada
$14K -$5.57K 1 0% Reduced
1327
KTC
Kistler-Tiffany Companies
Pennsylvania
$14K +$1.34K 1 0.01% Increased
1328
PHK
Point72 Hong Kong
Hong Kong
$14K -$188K 1 0.02% Reduced
1329
WAM
Watermark Asset Management
California
$13K +$11.4K 1 0.01% New
1330
CAW
Cornerstone Advisors (Washington)
Washington
$12K -$77K 1 0.01% Reduced
1331
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K +$3.18K 2 0% Increased
1332
ZB
Zions Bancorporation
Utah
$12K -$27K 1 0% Reduced
1333
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$11K -$63.9K 1 0% Reduced
1334
CFS
Commonwealth Financial Services
West Virginia
$11K +$10.5K 1 0.01% New
1335
GBT
Grove Bank & Trust
Florida
$11K $0 1 0.01% Maintained
1336
Nomura Holdings
Nomura Holdings
Japan
$11K -$71.3M 1 0% Reduced
1337
ABFS
Appropriate Balance Financial Services
Washington
$10.7K -$466K 1 0.54% Reduced
1338
AC
Alexandria Capital
Virginia
$9K $0 1 0% Maintained
1339
Allworth Financial
Allworth Financial
California
$9K $0 1 0% Maintained
1340
FMP
Financial Management Professionals
Texas
$8K +$8.37K 2 0% Increased
1341
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$7K +$3.56K 1 0% Increased
1342
LF
Lee Financial
Texas
$7K $0 1 0% Maintained
1343
CB
Community Bank
New York
$6K $0 1 0% Maintained
1344
FIB
First Interstate Bank
Montana
$6K $0 1 0% Maintained
1345
MFBTD
MB Financial Bank - Trust Department
Illinois
$6K $0 1 0% Maintained
1346
OFW
Omnia Family Wealth
Florida
$6K -$5K 1 0% Reduced
1347
WC
Whitnell & Co
Illinois
$6K $0 1 0% Maintained
1348
HA
Harfst & Associates
Wyoming
$5K +$4.98K 1 0% New
1349
SHJ
Sharkey, Howes & Javer
Colorado
$5K $0 1 0% Maintained
1350
LJHT
Laurie J. Hall Trustee
$4.29K +$4.18K 1 0% New