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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
1476
Ballentine Partners
Ballentine Partners
Massachusetts
$505K +$25.4K 1 0.03% Increased
1477
1WA
180 Wealth Advisors
Washington
$504K -$45.3K 1 0.23% Reduced
1478
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$501K $0 1 0% Maintained
1479
FMB
Field & Main Bank
Kentucky
$501K +$456K 1 0.47% New
1480
FTC
Farmers Trust Company
Ohio
$499K +$9.47K 1 0.14% Increased
1481
PWMG
Prestige Wealth Management Group
New Jersey
$498K -$37.5K 1 0.31% Reduced
1482
SP
Successful Portfolios
Florida
$493K +$852 1 0.54% Increased
1483
BWM
Biltmore Wealth Management
Arizona
$486K +$443K 1 0.26% New
1484
MFP
Meridian Financial Partners
Virginia
$484K +$28.4K 1 0.55% Increased
1485
BCA
Berman Capital Advisors
Georgia
$483K +$83.7K 3 0.16% Increased
1486
PHAM
Palisades Hudson Asset Management
Florida
$483K -$233K 1 0.31% Reduced
1487
BIA
Bigelow Investment Advisors
Maine
$482K $0 1 0.33% Maintained
1488
FMBTD
First Midwest Bank Trust Division
Illinois
$482K +$1.53K 1 0.07% Increased
1489
PIM
Penobscot Investment Management
Massachusetts
$479K $0 1 0.1% Maintained
1490
AIC
Argus Investors Counsel
New York
$476K +$434K 1 0.23% New
1491
FFA
First Foundation Advisors
California
$474K -$5.17M 1 0.03% Reduced
1492
WAP
Wealthcare Advisory Partners
Pennsylvania
$472K +$31K 3 0.08% Increased
1493
PSP
Principal Street Partners
Tennessee
$471K +$456K 1 0.2% New
1494
SIAS
Shine Investment Advisory Services
Colorado
$471K +$36K 3 0.22% Increased
1495
JWS
Juncture Wealth Strategies
Arizona
$470K +$455K 1 0.36% New
1496
CT
Coastline Trust
Rhode Island
$469K +$1.89K 1 0.07% Increased
1497
ACM
AUA Capital Management
Pennsylvania
$467K $0 1 0.39% Maintained
1498
TEE
Tibra Equities Europe
United Kingdom
$467K -$4.5M 1 0.05% Reduced
1499
BOS
Bank of Stockton
California
$466K +$37.6K 1 0.24% Increased
1500
BAM
Boyar Asset Management
New York
$464K -$8.52K 1 0.35% Reduced