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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
1526
Allworth Financial
Allworth Financial
California
$47K +$41.8K 2 0% Increased
1527
CFD
Creative Financial Designs
Indiana
$47K +$21.7K 1 0.03% Increased
1528
GBT
Grove Bank & Trust
Florida
$47K $0 1 0.02% Maintained
1529
GWS
Glassman Wealth Services
Virginia
$46K +$1.88K 2 0.03% Increased
1530
QAM
QCI Asset Management
New York
$46K $0 1 0% Maintained
1531
CA
Crewe Advisors
Utah
$45K +$47.6K 1 0.04% New
1532
GFP
Gryphon Financial Partners
Ohio
$45K +$45K 2 0.03% New
1533
ME
McIlrath & Eck
Washington
$43K +$42.7K 1 0.03% New
1534
ANBT
American National Bank & Trust
Texas
$42K +$289 1 0.01% Increased
1535
MFT
Moisand Fitzgerald Tamayo
Florida
$42K $0 1 0.02% Maintained
1536
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K +$915 1 0.03% Increased
1537
SP
SWS Partners
Ohio
$42K +$44.1K 2 0.03% New
1538
AIL
AGF Investments LLC
Ontario, Canada
$41K +$12.2K 2 0.01% Increased
1539
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41K $0 1 0% Maintained
1540
LWA
Lenox Wealth Advisors
New York
$38K +$37.1K 1 0.01% Increased
1541
MSA
Marino Stram & Associates
Massachusetts
$38K +$37K 1 0.04% New
1542
TFO
Tarbox Family Office
California
$38K $0 2 0.02% Maintained
1543
BCM
Blume Capital Management
California
$37K $0 1 0.02% Maintained
1544
FMB
Field & Main Bank
Kentucky
$37K +$36.8K 1 0.04% New
1545
Magellan Asset Management
Magellan Asset Management
Australia
$35K -$598M 1 0% Reduced
1546
THWM
Taylor Hoffman Wealth Management
Virginia
$34K +$33.5K 2 0.03% New
1547
WA
WealthTrust-Arizona
Arizona
$34K -$11.9K 2 0.02% Reduced
1548
PFSC
Peoples Financial Services Corp
Pennsylvania
$32K $0 1 0.02% Maintained
1549
CAL
Capital Advisors Ltd
Ohio
$31K $0 1 0.01% Maintained
1550
MWM
MinichMacGregor Wealth Management
New York
$30K -$625 4 0.02% Reduced