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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
QAM
QCI Asset Management
New York
$32K -$6.88K 1 0% Reduced
1327
ANBT
American National Bank & Trust
Texas
$30K -$737 1 0.01% Reduced
1328
WA
WFG Advisors
Texas
$30K +$4.92K 2 0.01% Increased
1329
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$28K $0 1 0.02% Maintained
1330
WA
WealthTrust-Arizona
Arizona
$28K $0 1 0.01% Maintained
1331
TFO
Tarbox Family Office
California
$25K $0 2 0.01% Maintained
1332
DAM
Delta Asset Management
Tennessee
$23K $0 2 0% Maintained
1333
JCM
Jacobi Capital Management
Pennsylvania
$23K $0 1 0.01% Maintained
1334
MWM
MinichMacGregor Wealth Management
New York
$23K +$284 2 0.02% Increased
1335
MRCM
M&R Capital Management
New Jersey
$23K +$19.7K 1 0.01% New
1336
PFSC
Peoples Financial Services Corp
Pennsylvania
$23K $0 1 0.01% Maintained
1337
CAL
Capital Advisors Ltd
Ohio
$21K $0 1 0.01% Maintained
1338
CWM
Catamount Wealth Management
Connecticut
$21K $0 2 0.01% Maintained
1339
DSN
D. Scott Neal
Kentucky
$21K $0 1 0.01% Maintained
1340
NCM
Nelson Capital Management
California
$21K -$4.92K 1 0.01% Reduced
1341
RIA
RPG Investment Advisory
California
$21K +$19.7K 1 0.01% New
1342
SIM
Sonora Investment Management
Arizona
$20.7K $0 2 0% Maintained
1343
VWA
V Wealth Advisors
Kansas
$20K +$18.7K 1 0.01% New
1344
WB
Webster Bank
Connecticut
$20K -$237K 1 0% Reduced
1345
FWC
First Washington Corp
Washington
$18.3K $0 1 0.01% Maintained
1346
KTC
Kistler-Tiffany Companies
Pennsylvania
$18K $0 1 0.01% Maintained
1347
HR
Howe & Rusling
New York
$17K $0 3 0% Maintained
1348
WAM
Watermark Asset Management
California
$17K $0 1 0.01% Maintained
1349
AC
Alexandria Capital
Virginia
$15K +$3.11K 2 0% Increased
1350
CAW
Cornerstone Advisors (Washington)
Washington
$15K $0 1 0.01% Maintained