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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
1401
VNA
Valley National Advisers
Pennsylvania
$13K $0 3 0% Maintained
1402
DVM
Dreman Value Management
Florida
$12K $0 1 0.01% Maintained
1403
LF
Lee Financial
Texas
$12K +$939 1 0% Increased
1404
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$11K $0 2 0% Maintained
1405
HS
Horan Securities
United States
$11K +$9.59K 1 0.01% Increased
1406
MWM
Mascoma Wealth Management
New Hampshire
$11K $0 1 0.01% Maintained
1407
AGA
Accuvest Global Advisors
Utah
$10K -$542K 2 0.01% Reduced
1408
MCIA
Mountain Capital Investment Advisors
Colorado
$10K $0 1 0.01% Maintained
1409
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$9K +$8.81K 1 0% New
1410
CB
Community Bank
New York
$9K $0 1 0% Maintained
1411
CCM
Cribstone Capital Management
Maine
$9K $0 1 0% Maintained
1412
OFW
Omnia Family Wealth
Florida
$9K $0 1 0% Maintained
1413
ECM
Estabrook Capital Management
New York
$8.76K +$8.78K 1 0% New
1414
FIB
First Interstate Bank
Montana
$8K $0 1 0% Maintained
1415
LA
Legacy Advisors
Pennsylvania
$7K +$7.19K 1 0.01% New
1416
SHJ
Sharkey, Howes & Javer
Colorado
$7K $0 1 0% Maintained
1417
AIS
Accurate Investment Solutions
Pennsylvania
$6K $0 1 0% Maintained
1418
Allworth Financial
Allworth Financial
California
$6K $0 1 0% Maintained
1419
CFN
Cordasco Financial Network
Florida
$6K $0 1 0.01% Maintained
1420
NC
NewSquare Capital
Pennsylvania
$6K $0 1 0% Maintained
1421
MFBTD
MB Financial Bank - Trust Department
Illinois
$5K $0 1 0% Maintained
1422
AAC
Asset Advisors Corp
Georgia
$4K $0 1 0% Maintained
1423
FMP
Financial Management Professionals
Texas
$4K +$4.11K 2 0% Increased
1424
Country Trust Bank
Country Trust Bank
Illinois
$3K +$2.52K 1 0% New
1425
LNB
Ledyard National Bank
$3K $0 1 0% Maintained