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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
1351
DVM
Dreman Value Management
Florida
$12K -$395K 1 0.01% Reduced
1352
LF
Lee Financial
Texas
$12K +$4.68K 2 0% Increased
1353
WA
Winfield Associates
Ohio
$12K +$10.1K 2 0.01% Increased
1354
AI
ArchPoint Investors
Florida
$11K +$9.67K 1 0% New
1355
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K +$9.83K 1 0% New
1356
VNA
Valley National Advisers
Pennsylvania
$11K +$6.2K 3 0% Increased
1357
CG
Clinton Group
New York
$10K -$3.92M 1 0% Reduced
1358
CCM
Cribstone Capital Management
Maine
$10K -$8K 1 0.01% Reduced
1359
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$10K $0 2 0% Maintained
1360
MWM
Mascoma Wealth Management
New Hampshire
$9K -$41.8K 1 0.01% Reduced
1361
LJHT
Laurie J. Hall Trustee
$8.05K +$2.46K 1 0.01% Increased
1362
CB
Community Bank
New York
$8K $0 1 0% Maintained
1363
MCIA
Mountain Capital Investment Advisors
Colorado
$8K +$7.37K 1 0.01% New
1364
FIB
First Interstate Bank
Montana
$7K $0 1 0% Maintained
1365
OFW
Omnia Family Wealth
Florida
$7K $0 1 0% Maintained
1366
WC
Whitnell & Co
Illinois
$7K $0 1 0% Maintained
1367
ZB
Zions Bancorporation
Utah
$7K -$7.91K 1 0% Reduced
1368
HA
Harfst & Associates
Wyoming
$6K $0 1 0% Maintained
1369
MFBTD
MB Financial Bank - Trust Department
Illinois
$6K $0 1 0% Maintained
1370
SHJ
Sharkey, Howes & Javer
Colorado
$6K $0 1 0% Maintained
1371
AIS
Accurate Investment Solutions
Pennsylvania
$5K $0 1 0% Maintained
1372
Allworth Financial
Allworth Financial
California
$5K -$4.92K 1 0% Reduced
1373
CFN
Cordasco Financial Network
Florida
$5K $0 1 0.01% Maintained
1374
NC
NewSquare Capital
Pennsylvania
$5K $0 1 0% Maintained
1375
AAC
Asset Advisors Corp
Georgia
$4K +$3.29K 1 0% New