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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
PMFA
Plante Moran Financial Advisors
Michigan
$69K +$2.64K 3 0.04% Increased
1327
PCP
Proficio Capital Partners
Massachusetts
$67K +$12.7K 4 0.03% Increased
1328
CPA
Cowen Prime Advisors
New York
$66K +$2.04K 1 0.03% Increased
1329
Global Retirement Partners
Global Retirement Partners
California
$64K -$149K 2 0.03% Reduced
1330
PCC
Park Circle Company
Maryland
$64K $0 1 0.04% Maintained
1331
PFBT
Parkside Financial Bank & Trust
Missouri
$64K +$1.16K 4 0.03% Increased
1332
RFM
Royal Fund Management
Florida
$63K $0 1 0.03% Maintained
1333
VCM
Versant Capital Management
Arizona
$63K -$7.39K 4 0.03% Reduced
1334
VanEck Associates
VanEck Associates
New York
$61K -$6.71K 1 0% Reduced
1335
FPS
Fieldpoint Private Securities
Connecticut
$60K +$14.4K 1 0.03% Increased
1336
GAM
Gemmer Asset Management
California
$60K -$1.39K 3 0.02% Reduced
1337
BWM
Baystate Wealth Management
Massachusetts
$59K $0 2 0.01% Maintained
1338
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$59K +$12.4K 3 0.03% Increased
1339
FMA
FNY Managed Accounts
New York
$57K +$65K 2 0.07% New
1340
FIG
Fortress Investment Group
New York
$57K $0 1 0% Maintained
1341
First Eagle Investment Management
First Eagle Investment Management
New York
$56K $0 1 0% Maintained
1342
RWG
Regal Wealth Group
California
$55K $0 2 0.04% Maintained
1343
PK
Pflug Koory
Nebraska
$54K $0 1 0.04% Maintained
1344
WCBA
Weaver C. Barksdale & Associates
Tennessee
$54K -$301 2 0.06% Reduced
1345
TI
Turner Investments
Pennsylvania
$53K $0 1 0.24% Maintained
1346
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$52K +$1.97K 3 0% Increased
1347
DOA
D'Orazio & Associates
Virginia
$52K -$60.6K 2 0.02% Reduced
1348
RWM
Raffa Wealth Management
District of Columbia
$51.2K $0 1 0.02% Maintained
1349
FPF
FNY Partners Fund
New York
$51K -$29K 1 0.01% Reduced
1350
MCF Advisors
MCF Advisors
Kentucky
$50K -$5.99K 1 0.01% Reduced